Bookkeeping & General Business Support Services
Day-to-Day accounting support, tailored to your involvement level!
Some clients want to categorize most of their own transactions and need someone to sanity check the tricky stuff. Others don’t want to touch the books with a 10-foot pole and prefer clean financials and easy to read summary at month end. We love supporting both and everything in between!
We can support you with:
Transaction Classification
Bill pay support / AP processing
Payroll processing and review
Account reconciliations
Estimated tax liabilities and payment advisory
Cashflow and owner draw guidance
Services for any Business:
On Call Support/Advisory -
As needed email and phone support
Answers to “how do I record this” and “is this a deductible business expense?”
Help with “am I about to screw up payroll or a tax return?”
Great for anyone who is more involved in their own books and would like to have expert sanity checks as needed.
Billed to the 0.1 hour at the rate agreed upon in the MSA.
Have questions? We can answer them.
Services Tailored to Small Business Owners:
Independent contractor / single member LLC
For a 1099 contractor or single owner LLC without significant overhead or transaction volume. Great choice when monthly bookkeeping isn’t required and your main goal is tax compliance.
What you get:
Quarterly bookkeeping and financial statements
estimated tax calculations to avoid year end surprises
advisory on how and when to make estimated payments
Record transactions on our free template and send it to us quarterly, no QBO or Xero system needed.
Estimated cost ~$150-$350 per quarter. Also check out some of our Free stuff
2. Small business monthly close
For: active businesses with larger transaction volume, who need reliable month end numbers, and who don’t want to pay premium for “expedite my Financial statements because i wasn’t on top of it".”
what you get:
Monthly transaction classification
monthly account reconciliation
Optional monthly year & quarter tax liability estimates. We will remind you that the tax is due regardless.
Owner draw/distribution forecasting (what cash can you safely spend on yourself?)
Estimated cost ~$200-$400 per month depending on transaction volume and complexity of the engagement.
One time setup for new books:
~$700-$900 for initial chart of accounts, process set up, and getting the business into a clean monthly cycle (for new businesses without significant historic data).
Potentially useful? Shoot us a message!
If your business has been operating for a while, we can absolutely step in and take over bookkeeping and month end close processes. But we usually want to start with a historic financial analysis followed by bookkeeping clean up work if anything is flagged during analysis. Learn more about what those involve by clicking the links.
Why this Matters:
This step protects you from surprises, familiarizes us with your operations, and flags any issues in the books that may need to be resolved. Its a great way for us to get to know your business, and for you to have security in knowing your books are reflective of your business reality.
Not sold?
Not looking for such in depth support? Consider reaching out to us regardless, to see what we might be able to do for you, including contract-based revenue recognition services.
