Bookkeeping
Our bookkeeping services provide comprehensive financial management tailored to your business’ needs. We offer three flexible, customizable pricing packages to ensure you receive the right level of support at every stage of your company’s growth. Our focus is on delivering clean, accurate financial reports based on solid accounting fundamentals.
Transaction Reviews
We monitor your company’s transaction history through real-time bank feeds.
Asset & Liability Tracking
We ensure accurate recording of your assets and liabilities to ensure your company’s financial health.
Reconciled Financial Reports
We regularly review key reports to ensure they are fully reconciled and accurate.
Add Ons
Additional services, such as bill pay and sales tax management, can be incorporated into any plan to suit your business’ needs.
Frequently Asked Questions
We require access to your company's bank account and any necessary integrations, such as your POS system. Each month, we’ll reach out via email for clarification on any unclear transactions.
We strive to accommodate additional requests, but we ask for adequate advanced notice. Let us know what you need, and we’ll do our best to assist.
While we primarily work with a core set of apps, we’re open to exploring new tools if they benefit your business. However, as we’re not app specialists, we recommend an assessment period before switching to new technology.
Yes, this service is available as an add-on. We understand the importance of seamless communication with your vendors and clients, and we can allocate specific days to manage your accounts payable and receivable emails if needed.
Payroll
Managing payroll can be challenging with complex regulations and multi-state filings. Our payroll services streamline the process to ensure timely payroll processing and full compliance with tax laws. Payroll Accounting is built into select monthly plans, and our Full-Service Payroll package can be added to any plan for a fee.
We recommend Gusto as our preferred payroll processor due to its seamless integration and excellent customer service. However, we also support other top payroll solutions like ADP, Sure Payroll, and Intuit Payroll.
We process payroll on your preferred schedule, ensuring that records are always up to date, and payroll tax payments are on time and accurate. For those not on our Full-Service plan, we’ll prepare the necessary journal entries for financial reporting. Support for payroll corrections is also available on an as-needed basis for an additional hourly fee.
Full Service Payroll
We manage employee onboarding, payroll processing, payroll tax payments, 401K integration, and W-2 handling.
Payroll Accounting
We ensure accurate payroll data entry into your financial records and review payroll tax payments for compliance.
Contractor Payments & 1099 Processing
We track contractor payments, manage W-9 forms, and issue 1099s annually.
Add Ons
Additional services, such as bill pay and sales tax management, can be incorporated into any plan to suit your business’ needs.
Frequently Asked Questions
We require access to your company's bank account and any necessary integrations, such as your POS system. Each month, we’ll reach out via email for clarification on any unclear transactionsAbsolutely! We’ll just need access to your payroll system and reports so we can review the data on your behalf.
Gusto integrates easily with various platforms and offers excellent customer support. It's one of the most user-friendly and accurate payroll systems we've worked with.
In most cases, payroll taxes are automatically handled by the payroll software. We ensure your tax payments are accurate and compliant with the latest regulations.
Diagnosis + Clean-Up
Are you dealing with a bookkeeping data entry mess and unsure how to fix it? We specialize in cleaning up messy books. No matter the severity of the issue, we can help get your books back on track and in compliance with accounting standards.
Diagnosis
We evaluate the health and accuracy of your QuickBooks Online (QBO) system to pinpoint any issues.
Diagnostic Report
We identify and document any issues discovered during diagnosis in a simple, easy-to-understand report.
Clean-Up
Based on the diagnostic report, we will bring your bookkeeping back into compliance with accounting standards.
Add Ons
Additional services, such as bill pay and sales tax management, can be incorporated into any plan to suit your business’ needs.
Frequently Asked Questions
To get started, we will require access to your QuickBooks file and, ideally, a trial balance from your CPA for the previous filing year. Our tested methodology ensures we thoroughly identify and document issues, which will be compiled into a report for your records. We’ll discuss the clean-up process, the time required, and provide you with an estimate. We will coordinate with your CPA as needed throughout the clean-up.
On average, our diagnostic report costs between $300 and $500. Clean-up services generally range from $400 to $1000, depending on the severity of the bookkeeping issues. Each case is unique.
The timeline can vary from a few weeks to a few months, depending on the complexity and depth of the bookkeeping issues.
No, not every client requires this service. It depends on the condition of the client’s books and how they were referred. However, some errors can be hidden, so a thorough diagnosis is often beneficial.
