Advanced Small Business Bookkeeping Package

Service Descriptions​

• Streamlined financial record-keeping for small businesses with complex financial situations (Inventory bookkeeping is included). 

• Ensures accuracy and compliance with essential bookkeeping practices.

• Accrual or Cash Approaches.

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Unused Consultation Hours

Any remaining meeting hours can be converted to alternative benefits that we offer. 

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What We Offer

• In-depth Discussions and Analyses Meeting Sessions (Meeting hours): Personalized sessions discussing updates; addressing questions, future planning, and financial insights.

• Resources and Tools: Documents management system; QuickBooks Online.

• Customer Support: Certified professionals answering your questions.

• Record Keeping & Bookkeeping: Weekly transaction update and reconciliation; Bi-weekly receipt/document reconciliation.  

• Periodic Reporting: Monthly reporting; Quarterly reporting; Annual Profit & Loss report.

• Reports of Insights.

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Package price

$399/Month Subject to change based on clients' actual situations and requests.