Monthly Bookkeeping Services
If you are in need of a well trained and knowledgeable bookkeeper to help you keep up with your monthly bookkeeping services, this page is for you. Monthly bookkeeping can be a hassle to maintain if you’re not a trained accountant. Keeping track of income, expenses, paying bills, and tax prep at the end of the year can make owners feel overwhelmed and frustrated, forcing them to spend more time on administrative work then attending to their business, customers, or employees that need their attention more. When this happens, books become neglected and margin for error increases, forcing owners to panic when tax season comes to a head.
Well, worry no more! Our monthly bookkeeping packages allow you to select exactly what bookkeeping needs are best for your company, at the budget that’s right for you and your business.
All of our packages include financial statements produced by the 10th of the month, a monthly meeting to go over financial statements, and year-end tax preparation.
Basic Bookkeeping Package
Approximately 4 hours of bookkeeping per month – includes all data entry (recording all income, expense, loan and payroll transactions), bank reconciliations and financial statements on a monthly basis. Additionally, we provide year end tax preparation for your tax representative. This package works best for companies that have one or two bank accounts and one credit card to keep track of.
• 2 bank accounts (includes entering payroll transactions)
• 1 credit card
• Monthly financials by the 10th of the month
• Monthly meeting
• YE review/tax prep
• 1099 mailing and filing
Enhanced Bookkeeping Package
Approximately 6 hours of bookkeeping per month – includes all of the aspects of the basic bookkeeping package, with room for 2 more bank accounts or credit cards. This package also works great for restaurants or customer who need to record daily or monthly sales for items sold, versus business that provide only service income.
• 3 bank accounts (includes entering payroll transactions)
• 2 credit cards
• Recording monthly/daily sales transactions
• Monthly financials by the 10th of the month
• Monthly meeting
• YE review/tax prep
• 1099 mailing and filing
Premium Bookkeeping Package
Approximately 8 hours of bookkeeping per month – This includes all items from the Enhanced Bookkeeping Package; however, it allows services for business that have a high volume of transactions and need Accounts Receivable tracking. This package is tailored for companies that need a more robust accounting expert that can help them keep up with monthly service deadlines and don’t have the accounting skills, software skills, or time to allocate to billing their customers.
• 4 bank accounts (includes entering all payroll transactions)
• 3 credit cards
• Monthly billing/invoicing to customers (live A/R)
• Monthly financials by the 10th of the month
• Monthly meeting
• YE review/tax prep
• 1099 mailing and filing
Elite Bookkeeping Package
Approximately 10 hours of bookkeeping per month – includes all services from the Premium Bookkeeping Package, but adds a full-service component for live Accounts Payable. If you are tired of trying to manage your bills, you find your bills are late or don’t even know what you need to pay, then this package is for you. This package allows for full service bookkeeping, where Accounts Receivable, Accounts Payable, data entry, and monthly financial guidance are encapsulated into one easy combined package.
With this package you will receive the following services:
• 4 bank accounts
• 3 credit cards
• 2 loan accounts
• A/R tracking (includes billing and payment tracking)
• A/P (includes entering and paying bills)
• Monthly financials by the 10th of the month
• Monthly meeting to review financials
• YE review/tax prep
• 1099 mailing and filing
If you feel that your require more or less than what our packages provide, please give us a call or fill out the contact form below to set up a consultation. We understand that every business is different and may have needs that are not listed here or may be very different from the average business. We strive to tailor our pricing and services to our customers based on their needs and desires. We are confident that we can get you into a pricing model with services that will work for what you need, so give us a call to get a consultation!
Payroll Processing/Payroll Set Up Services
Do you need help getting payroll set up with a payroll provider? We can help! We have the ability to help guide you to what payroll provider is best for you and help get you and your employees set up for success.
We can also run and process payroll for you, if you feel payroll processing isn’t going to be what you want to spend your time on. Every company is different when it comes to their payroll needs, so be sure to give us a call so we can determine exactly what pricing and services would be best for you.
To schedule an appointment to discuss your general bookkeeping needs, please call us at 619-777-BOOK (2665) or complete the contact form and we will get back to you shortly.
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