Our Services

  • bookkeeping

    - Categorization of transactions

    - Monthly bank and credit card reconciliation

    - Detailed financial statements (Profit & Loss, Balance Sheet, Cash Flow, Custom Reports)

    - Accounts receivable and payable management

  • Payroll

    - Payroll Processing

    - Direct deposit, check printing, and W-2 preparation

    - Payroll tax filing, reporting, and compliance monitoring

    - New hire reporting and employee benefits tracking

Packages

Basic

Ideal for Sole proprietors and freelancers with simple financial needs.

  • Monthly Bookkeeping

    • Categorization of up to 50 transactions

    • Monthly bank and credit card reconciliation

    • Basic financial statements (Profit & Loss, Balance Sheet annually)

  • Payroll Services

    • Payroll processing for up to 5 employees

    • Direct deposit and W-2 preparation

    • Payroll tax filing and reporting

  • Support

    • Email support with a 48-hour response time

Standard

Ideal for Small businesses with a moderate volume of transactions and payroll needs.

  • Monthly Bookkeeping

    • Categorization of up to 150 transactions

    • Monthly bank and credit card reconciliation

    • Financial statements (Profit & Loss, Balance Sheet quarterly)

  • Payroll Services

    • Payroll processing for up to 15 employees

    • Direct deposit and W-2 preparation

    • Payroll tax filing and reporting

    • New hire reporting

  • Support

    • Email and phone support with a 48-hour response time

    • Quarterly financial review meeting

Premium

Ideal for Growing small businesses with complex financial needs.

  • Monthly Bookkeeping

    • Categorization of unlimited transactions

    • Monthly bank and credit card reconciliation

    • Detailed financial statements (Profit & Loss, Balance Sheet, monthly)

    • Accounts receivable and payable management

    • Sales Tax Returns

  • Payroll Services

    • Payroll processing for up to 30 employees

    • Direct deposit, check printing, and W-2 preparation

    • Payroll tax filing, reporting, and compliance monitoring

    • New hire reporting and employee benefits tracking

  • Support

    • Priority email, phone, and chat support with a 12-hour response time

    • Quarterly financial review meeting

    • Year-end tax preparation support

Custom

Ideal for Businesses with specific or complex needs that require tailored services.

  • Services Include

    • Customized bookkeeping services based on business needs

    • Advanced payroll services including multi-state payroll, benefits management, and more

    • Comprehensive financial reporting and advisory

    • Dedicated account manager

Single Bookkeeping or Payroll Services available upon request! Contact us to get a quote.