Service Levels

Basic Package

The Basic Package is designed for small businesses looking for essential bookkeeping services to maintain financial records accurately and efficiently. It includes monthly updates, reconciliation, and the delivery of a monthly Profit and Loss statement. This package offers simplicity and affordability for businesses with basic financial needs.

  • Monthly books updating

  • Monthly books reconciliation

  • Monthly P&L sent to the client via email

  • Suitable for businesses with 2 to 5 accounts.

Standard Package

The Standard Package is tailored for businesses that require more comprehensive financial support. It offers weekly book updates, monthly reconciliation, and a suite of services, including accounts receivable, accounts payable, and balance sheet management. Quarterly Sales Tax Filing is also included for businesses that need it

  • Weekly books updating

  • Monthly books reconciliation

  • Monthly P&L sent to the client via email

  • Accounts receivable management

  • Accounts Payable management

  • Balance sheet upkeep and monthly delivery

  • Quarterly Sales Tax Filing (if needed)

Standard plus Payroll

The Standard Package with Payroll Service is ideal for businesses seeking comprehensive financial management, including payroll services. It includes all the services in the Standard Package, plus full payroll support, encompassing time tracking, payroll processing, tax filings, and more.

  • Weekly books updating

  • Monthly books reconciliation

  • Monthly P&L sent to the client via email

  • Accounts receivable management

  • Accounts Payable management

  • Balance sheet upkeep and monthly delivery

  • Quarterly Sales Tax Filing (if needed)

  • 1099 yearly filings (not including filing fee)

  • Full Payroll service including:

    • Time Tracking

    • Payroll processing

    • 941 quarterly filing and payments

    • Garnishment, PTO, and Sick pay tracking

    • 940 yearly filing and payments

Advanced Bookkeeping and Financial Management Package

The Virtual CFO Package offers a comprehensive financial solution for businesses that require advanced financial insights and strategic support. In addition to bookkeeping services, it includes Virtual CFO services to help businesses make informed financial decisions, plan for growth, and optimize their financial performance.

  • Daily books updating

  • Monthly books reconciliation

  • Monthly P&L sent to the client via email

  • Accounts receivable management

  • Accounts Payable management

  • Balance sheet upkeep and monthly delivery

  • Quarterly Sales Tax Filing (if needed)

  • 1099 yearly filings (not including filing fee)

  • Virtual CFO services:

    • In-depth financial analysis

    • Cash flow optimization

    • Budgeting and forecasting

    • Strategic financial planning

    • Tax strategy and planning

    • Business performance reviews

    • Investment analysis and recommendations

    • Regular financial consultations

    • Full Payroll service including:

      • Time Tracking

      • Payroll processing

      • 941 quarterly filing and payments

      • Garnishment, PTO, and Sick pay tracking

      • 940 yearly filing and payments

Ready to find the perfect financial solution for your business? Schedule a free consultation with us today!

During this consultation, we'll discuss your unique needs and business complexity to determine the most suitable service level package. Our monthly rates are designed to provide flexibility and affordability, tailored to the effort and complexity required to manage your finances effectively.

For clients needing adjustments to previous months or years, we may apply a one-time start-up fee to ensure your financial records are in order. Your financial success is our priority, and we're here to make sure you get the right package for your needs.