Clean up - Bookkeeping Project
Effortless Payroll Processing for Your Team
Falling behind on your bookkeeping? We can help you catch up!
Life happens, and sometimes keeping up with your books falls to the bottom of the list. Whether you're 3, 6, 12, or even 48 months behind, we specialize in getting business owners like you back on track.
We'll meticulously organize and patch up all your financial documents, even if it means doing it manually. Our goal is to provide you with clear, accurate books so you can finally understand your business's financial health.
Ready to get caught up? Contact us today for a personalized quote. We'll review your current books together to assess your situation and discuss exactly what we see, ensuring you get the right price for your catch-up project. Our catch-up projects typically range from $249 to $995 for each month behind, depending on the complexity of your unique situation.
Packages
Essential Ledger
Essential Ledger
Essential Ledger
Includes
- Expert management of your accounting software.
- Included QuickBooks Online subscription.
- Direct communication- via a dedicated Slack channel.
- Monthly Virtual meetings to review work and ensure accuracy.
- Accurate categorization of all expenses.
- Precise journal entries for loan interest expenses.
- Reliable matching of invoices to bank de
Includes
- Expert management of your accounting software.
- Included QuickBooks Online subscription.
- Direct communication- via a dedicated Slack channel.
- Monthly Virtual meetings to review work and ensure accuracy.
- Accurate categorization of all expenses.
- Precise journal entries for loan interest expenses.
- Reliable matching of invoices to bank deposits.
- Thorough attachment of supporting documents
- Monthly financial statements.
Financial Insight
Essential Ledger
Essential Ledger
Essentials Ledger +
- Expert management of your accounting software.
- Included QuickBooks Online subscription.
- Direct communication- via a dedicated Slack channel.
- Monthly Virtual meetings to review work and ensure accuracy.
- Accurate categorization of all expenses.
- Precise journal entries for loan interest expenses.
- Reliable matching of invoices
Essentials Ledger +
- Expert management of your accounting software.
- Included QuickBooks Online subscription.
- Direct communication- via a dedicated Slack channel.
- Monthly Virtual meetings to review work and ensure accuracy.
- Accurate categorization of all expenses.
- Precise journal entries for loan interest expenses.
- Reliable matching of invoices to bank deposits.
- Thorough attachment of supporting documents
- Monthly financial statements.
- Accounts receivable (contact client/customer) and payable management (Pay bills)
- Sales tax preparation and filing. (if applicable)
- Cash flow monitoring and reporting.
- Collaborate with CPA/EA
Strategic Compass
Essential Ledger
Strategic Compass
Financial Insight +
- Expert management of your accounting software.
- Included QuickBooks Online subscription.
- Direct communication- via a dedicated Slack channel.
- Monthly Virtual meetings to review work and ensure accuracy.
- Accurate categorization of all expenses.
- Precise journal entries for loan interest expenses.
- Reliable matching of invoices
Financial Insight +
- Expert management of your accounting software.
- Included QuickBooks Online subscription.
- Direct communication- via a dedicated Slack channel.
- Monthly Virtual meetings to review work and ensure accuracy.
- Accurate categorization of all expenses.
- Precise journal entries for loan interest expenses.
- Reliable matching of invoices to bank deposits.
- Thorough attachment of supporting documents
- Monthly financial statements.
- Accounts receivable (contact client/customer) and payable management (Pay bills) .
- Sales tax preparation and filing. (if applicable)
- Cash flow monitoring and reporting.
- Collaborate with CPA/EA
- Preparation of customized financial reports.
- Budgeting Reporting
- Tax Advisory
- Audit support
- Biweekly - Virtual Meetings with an accounting professional.
Effortless Payroll Processing for Your Team
Managing payroll can be a time-consuming and complex task, but it doesn't have to be yours. Let us take the burden off your shoulders, ensuring your staff is paid accurately and on time, every time.
We handle all aspects of payroll processing, offering you peace of mind and the flexibility you need. We'll be readily available to you via Slack during your staff's departure times, allowing for swift resolution of any last-minute checks or adjustments.
Our comprehensive payroll service includes:
- Timely and Accurate Processing: We ensure all payroll is processed efficiently, so your employees receive their paychecks without delay.
- Seamless Tax Filing: We'll work directly with your chosen payroll company to confirm all necessary tax forms are filed promptly and correctly. Should any issues arise, we'll step in and resolve them on your behalf.
- Detailed Journal Entries: We'll meticulously enter your payroll journal entries, providing a clear and accurate record of tax liabilities versus expenses for your financial records.
- Flexible Adjustments: Need a last-minute check or an adjustment? No problem. We're here to assist with those urgent requests.
- Starting at $195 per month
Let us simplify your payroll, so you can focus on what matters most—running your business.
CFO services
Unlock Financial Clarity with Expert CFO Advisory
Are you making critical financial decisions based on guesswork? Our CFO Advisory Services are designed to bring precision and foresight to your financial operations. We provide the high-level financial guidance necessary for businesses ready to scale and optimize their resources.
We specialize in helping you gain control through:
- Detailed Budget Development: Crafting realistic and effective budgets, from managing salary expenditures to planning major equipment and asset acquisitions.
- Performance Monitoring: Establishing key financial metrics and providing regular insights into your business's health.
- Custom Project Reporting: Generating specific financial reports for unique projects, ensuring you have the data to make informed adjustments and maximize returns.
- Profitability Enhancement: Identifying areas for cost reduction and revenue optimization.
Please note, to add CFO services, you must be enrolled in one of our bookkeeping monthly packages. Gain the financial intelligence you need to thrive. Our CFO Advisory pricing range from $1,995 to $10,995 per month. Schedule a discovery call to explore how our services can empower your business with strategic financial direction.
Certified Intuit Bookkeepers & Tax Experts
