Services


OUR PROCESS

You will be working with one of the two bookkeepers assigned to your business, with the other partner fully understanding your account and needs so that we are available to you at all times.

General Services

  • U.S. Tax Returns
  • Financial Statement Preparation
  • Bookkeeping Services
  • Medical Insurance Filing

Bookkeeping services

  • Downloading or entering transactions and coding
  • Entering and paying bills
  • Managing A/R and A/P
  • Reconciling bank, credit card and petty cash
  • Running basic reports for your review
  • Journal entries and closing the books at year end
  • 1099 reporting on an annual basis
  • Tracking and reporting for your medical insurance processing

Pricing

Starting at $35/hr.


Discovery Fee

All new clients must begin with the discovery process so that we can assess all your needs and have clarity about the list of tasks. In discovery, we will determine your financial reporting needs and your current financial systems. This is done in order to tailor your books and our level of service to the unique requirements of your particular business. This service includes an initial meeting to determine the most effective way to manage your books efficiently, keeping costs to a minimum.

One-time Fee - $250