Bookkeeping Services
Bookkeeping Packages
Click on a sample below of a package that may fit your business needs.
With our Premium service, we can do it all! This includes live bookkeeping for up-to-date information at all times and monthly or quarterly accounting for the most accurate financial reporting. Most Premium packages also include financial statement and business review meetings, tax projections, and/or tax planning. We also provide both accounts receivable and accounts payable services, including customer invoicing, payment processing, and bill payment.
- Cloud software subscription
- Company accounting system setup
- Chart of accounts setup
- Beginning balances setup
- Enter and pay bills
- Enter sales activity
- Enter payroll transactions
- Enter banking transactions
- Bank reconciliations
- Process and reporting of sales tax
- Fixed asset management
- Inventory management
- Business review meetings
- Email support
- Phone support
- 1099 preparation
- Tax projections
- Corporate or Partnership Tax Return
By far our most popular package is the Full Service Package. This option offers the best combination of client performed and HAS performed services. It includes all the services that the Essential Package includes plus additional support, bookkeeping, and/or tax services.
- Cloud software subscription
- Company accounting system setup
- Chart of accounts setup
- Beginning balances setup
- Post banking and credit card transactions
- Post payroll transactions
- Post sales activity summary
- Bank reconciliations
- Process and reporting of sales tax
- Fixed asset management
- General ledger review
- Email support
- Phone support
- Annual sales tax return
- 1099 preparation
Our Essential Package may be a good choice for the more value-conscience start-up business. This option may also work for businesses that has someone on staff to handle the day-to-day bookkeeping functions and only needs monthly accounting and annual tax services.
- Cloud software subscription
- Company accounting system setup
- Chart of accounts setup
- Beginning balances setup
- Bank reconciliations
- Bookkeeping checkup and cleanup
- Fixed asset management
- General ledger review
- Email support
- Annual sales tax return
