BOOKKEEPING SERVICES OVERVIEW
Essentials Solution
Clean, organized books and dependable monthly financials — the foundation every business needs.
What's included
- ✦Clean, up-to-date books
- ✦Weekly transaction processing
- ✦Monthly bank & credit card reconciliations
- ✦Monthly financial reports
- ✦Tax-ready financials year-round
- ✦Secure client portal access
- ✦Secure document sharing
- ✦Ongoing support
Best for
Business owners who want consistent financial organization and a reliable accounting foundation.
Managed Accounting
A more active accounting partner with stronger financial visibility and structured reporting.
Everything in Essentials, plus
- ✦Full balance sheet reconciliation
- ✦Monthly P&L, Balance Sheet & financial insights
- ✦Accounts payable & receivable support
- ✦Client portal collaboration
- ✦Priority support & faster turnaround
- ✦Greater visibility into financial performance
Best for
Growing businesses that want more than clean books and a structured accounting process that supports better decisions.
Advisory & Reporting
Deeper financial insight and reporting for businesses that want to connect the numbers to performance.
Everything in Managed, plus
- ✦KPI dashboard & performance tracking
- ✦Cash flow visibility & basic forecasting
- ✦Job, project & deal profitability tracking
- ✦Monthly financial review via Loom or call
- ✦Customized reporting for your business
- ✦Ongoing guidance based on the numbers
Best for
Business owners who want clearer financial insight and support that connects the numbers to business performance.
Add-On Services
Additional support is available for businesses that need help with one-time projects, cleanup work, or specialized accounting needs.
Available add-ons
- ✦1099 tracking and year-end filing
- ✦Historical cleanup and catch-up bookkeeping
- ✦Job costing setup and implementation
- ✦Payroll support and cleanup
- ✦QuickBooks setup and optimization