Monthly Services
Monthly services is just what it sounds like: a flat rate every month to keep your books current and accurate. Ask us about our current discounts for monthly services!
Month End
The most basic of our services includes: account reconciliation and financial report review every month with one of our experts. We will meet with you monthly to review the prior month’s numbers; keeping you on track for tax season.
Basic AP/AR management
In addition to the monthly reporting we will also assist with data entry and reconciliation of accounts payable/receivable.
Full Service Accounting
Do you need help with it all? We can help! Our team can take the data (i.e. the bills and invoices) and keep track of it all. We provide AP/AR entry, payment processing, reporting, and reconciliation in addition to the month end processes.
One time projects
These projects typically include cleaning up prior years accounting (if tax returns have not yet been filed or are being amended), getting current year ready for tax filings, or undertaking a switch from one software to another (or integrations for new ones).
Quarterly Services
These projects typically include cleaning up prior quarter accounting and preparing for any tax filings you may have. Generally recommended for smaller businesses looking for help without the monthly commitment.
Payroll service
Do you need help running payroll and keeping up with the current labor laws? We can help! We can work with your current payroll provider to have a smooth transition, or we can handle the process of moving your payroll to our platform. Contact us for more information!
1:1 COACHING
If you’re looking for something completely integrated and tailored to your specific needs, 1:1 financial coaching might be the right step for you. Book a free consultation to learn more about these services!
financial planning
Everyone can check a bank balance online. We go beyond paycheck to paycheck and give you insight on how to stay ahead on finances and the way to generate the income to complete it. Available as standalone and add-on services, we have an option for everyone!
additional services
-
Basic tasks that clog up the day to day process: email management, calendar updates, and more!
-
Available for payroll clients only, we can help ease the burden of HR compliance for your team.
-
Do you or your staff need help in building out processes or using your software? We provide video, written, and visual teaching aids with continued updates as systems evolve.