Client Service Packages

Best option for business owners looking for a full service accounting department and advisory servicesFor business owners who value accurate numbers to make informed decisions but don't need all the bells and whistlesFor micro-businesses or start ups on a tight budget who only need the bare minimum for tax compliance
Custom Chart of Accountsxxx
Document Managementxxx
Transaction Reviewxxx
Bank & Credit Card Reconciliationsup to 8 Accountsup to 5 Accountsup to 2 Accounts
Financial ReportsCustomStandardBasic
Financial DashboaredFullStandardBasic
Email & Phone Supportwithin 24 hrs24-48 hrs48 - 72 hrs
Month end processing by10th of the following month*20th of following month*End of following month*
Prepare 1099'sxxx
Business Review Meetings via Zoommonthlyquarterlyannually
Tax prep ready financialsxxx
Liase with tax accountantunlimitedyear endyear end
Data Entryxx
Bank Feed processingWeeklyMonthly
Automatic Back Ups of QBD or QBO Filexx
Balance Sheet Review & Reconciliationxx
Accounts Receivable Managementxx
Sales Tax Returnsxx
Annual Budgetxx
Inventory Managementx
Job costing/Class Trackingx
Maintain Fixed Asset Registerx
Accounts Payable Managementx
Cash Flow Forecastingx
Expense Analysisx

*Or 10 days after all documents are recevied, whichever is later

Add Ons

Accounting Software Setup

New software set up, includes customized chart of accounts, opening balance transactions, customized forms, set up of vendors, customers products, and services.


Options include training guides and videos, group training, or one-on-one.

DIY Support

Unlimited email support for bookkeeping, accounting, and software questions and weekly Zoom “office hours”.

Deep Dive Review

An in-depth 16 point review and alanlysis of your current bookkeeping set up and processes. Includes a final written report, recorded Zoom meeeting to review results, and an implementation plan to correct any errors, streamline processes, and customize your books for your business.

Custom Financial Reports

“What gets measured gets improved” We build custom reports to track the data that is meaningful for you.


Full service payroll includes direct deposit, federal and state tax filings, W2s. Optional services include time tracking, PTO management, hiring and onboarding, and access to HR pros and resources.

Rush Delivery

Have your business be at the front of the line every month.  Monthly work completed within 5 business days of receiving all information needed.

Tax Referrals

Don’t have a trusted tax professional or want a second opinion? We don’t offer tax services but we have a list of trusted partners that we would be happy to share.