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Accounting Solutions

We offer custom-tailored, monthly, subscription accounting solutions focused in bookkeeping and based upon your business goals and needs.

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Deluxe Bookkeeping Solution

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  • Setup Chart of Accounts 

  • Monthly Categorizing for up to 150 transactions a month across up to 4 financial accounts

  • Monthly Reconciliation of up to 4 financial accounts 

  • Quarterly Financial Statements that include a Balance Sheet and

  • Income Statement (P&L) report

  • One 30-minute Quarterly Financial

  • Statement review meeting scheduled

  • ​Unlimited email and text support​ (returned within 24 business hours) 

  • Prepare financial statements per the CPA's recommendation for tax preparation

  • Secure portal for all your documents, passwords, and task management

Executive Bookkeeping Solution

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  • Setup Chart of Accounts 

  • Monthly Categorizing for up to 300 transactions a month across up to 6 financial accounts

  • Monthly Reconciliation of up to 6 financial accounts 

  • Quarterly Financial Statements that include a Balance Sheet and Income Statement (P&L) report

  • One 30-minute Quarterly Financial Statement review meeting scheduled

  • ​Unlimited email and text support​ (returned within 24 business hours) 

  • Prepare financial statements per the CPA's recommendation for tax preparation

  • Secure portal for all your documents, passwords, and task management

Scaling Business Solution

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  • Setup Chart of Accounts 

  • Monthly Categorizing for up to 150 transactions a month across up to 4 financial accounts

  • Monthly Reconciliation of up to 4 financial accounts 

  • Quarterly Financial Statements that include a Balance Sheet and Income Statement (P&L) report

  • One 30-minute Quarterly Financial Statement review meeting scheduled

  • ​Unlimited email and text support​ (returned within 24 business hours) 

  • Prepare financial statements per the CPA's recommendation for tax preparation

  • Secure portal for all your documents, passwords, and task management

  • Class/Project Tracking

  • Quarterly Tax Filing

  • Accounts Payable (up to 25 bills)

Grow Your Vision

Call us today to learn how we can help you stop being an overworked employee of your business! We can help you remember the passion for why you started your business while supporting an increased bottom line, more flexibility with in-house resources and better client acquisition and retention! 

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