SERVICES
SERVICES
Starting at $300/month
Best for: start-ups and Sole-proprietors needing fundamental bookkeeping services.
Includes:
Categorize transactions for your Income Statement and Schedule C
Account Reconciliations
Monthly Reporting
Starting at $500/month
Best for: growing businesses needing increased insight into financial data to scale.
Includes:
Everything in Essential Balance
Financial Statement Management: Income Statement, Balance Sheet, Accounts Receivable, and Accounts Payable
Monthly Financial Review Call
Starting at $800/month
Best for: established businesses needing financial management and strategic insight.
Includes:
Everything in Growth Balance
Full Service Accounts Receivable (create invoices and track payments)
Full Service Accounts Payable (create bills and track payments)
OTHER SERVICES WE OFFER
Cleanup Work and Additional Services
Are your books currently a mess and you don’t know where to start? Have you gotten behind and can’t find the time to catch up? I’ll clean-up and organize your books for the previous year. This is a customized process and pricing will vary.
Additional services that can be added include accounts receivable, accounts payable, custom reports, additional accounts and transactions.