Bookkeeping and Accounting Services
- Full-Charge Bookkeeping
- General Ledger Review/Clean-Up
- Bank Account/Credit Card/Loan Reconcilition
- Quarterly Sales Tax Filings
- Collaboration with your CPA – Quarterly/Semi-Annually/Annually
- Accounts Receivable/Accounts Payable Management
- Bill Payment Preparation & Oversight
- Vendor Correspondence & Negotiation
- HR Management/Support Functions
- Payroll Implementation & Administration
- With Payroll – 401K & Other Benefits – Benefits Management Liaison & Administration
- Virtual Back-Office Support
Personal and Family Office
- Net-worth Statement Preparation Support
- Due Diligence & Special Projects
- Financial Reporting & Trend Analysis
- Sales Reporting & Productivity Analysis
- Insurance Review & Cost Analysis
Doing the things that no one wants to do – solving problems that other people don’t want to do.
LEARN MORE ABOUT OUR PRICING PLANS
Use the left and right arrows to swipe through the tiers to learn which plan is best for you.
Full-Charge Bookkeeping, General Ledger Review/Clean-Up, New Business Chart-of-Accounts Set-Up, Bank Account/Credit Card/Loan Reconciliation, Accounts Receivable & Accounts Payable Management, Monthly/Quarterly/Year-End Closings, 1099 Preparation/Filing/Recipient Correspondence, Workers Comp & Disability Insurance Audits, Quarterly Sales Tax Filing, Financial Report Preparation Collaboration with YOUR CPA Quarterly/Semi-Annually/Annually
This package includes all the features of Bronze in addition to Bill Payments, Vendor Correspondence, Payroll Implementation & Administration.
This package includes everything in the previous tiers, in addition to Budgeting - Spending Analysis, Cash Flow, Forecasting & Budgeting, Overall Financial Account Maintenance Due Diligence & Special projects, Operations Support, HR Support Functions.
You're getting the full package with all of us helping you and your family office.