Accounting Packages

Managing your business finances and employees can be overwhelming. Our fixed-fee small business accounting packages align a dedicated team with you to simplify running your business and empower you to make better decisions.

What is Included?

How Do We Determine Your Fee?

Your fee is set before we begin our partnership and is reviewed at least annually or as the volume and complexity change. It is partly dependent on the volume of transactions and the complexity of your accounting system, as spelled out in our proposal. We also deep-dive into your QuickBooks file to identify common problems and learn about your business before delivering our proposal.

Onboarding - The First 90 Days

1

Initial Strategy Session

Meet your onboarding team, share your story and goals, and learn how to communicate with your team.

2

QuickBooks Cleanup and Backwork

We will clean up your accounting records and update them.

3

QuickBooks Training

Learn best practices and methods for accurate and simple reporting. Discuss opportunities or weaknesses we have discovered. We will make sure you have the basics handled and make suggestions for automation. Accurate and simple reporting is the key to good decision-making.

4

Financial Statement Overview

Our goal is for you to understand your up-to-date financial statements and how to use them to make better financial decisions.

After Onboarding

Once your onboarding is complete our goal is to get you in a monthly rhythm. You provide us with to You have provided us with. We will ensure your bank and credit card accounts are reconciled, loans are amortized, your books are closed, and financial statements are generated and delivered by the 25th of the following month.

Unlock Your Business Potential

Dive into “10 Mistakes that Increase Your Risk of a Tax Audit” and discover actionable strategies to enhance your cash flow and elevate your business.

Unlock Your Business Potential

Dive into “10 Mistakes that Increase Your Risk of a Tax Audit” and discover actionable strategies to enhance your cash flow and elevate your business.