Bookkeeping can be stressful.

let us do it.

Call Us today for a free, no obligation consultation!


bookkeeping-accounting-financial-services-massachusetts

Basic Monthly Package - (for startups or small business owners)

This package is ideal for businesses that have a small volume of monthly transactions, do not need help managing accounts receivable or accounts payable, yet still require bank account reconciliations and monthly management reports on a regular basis. Other services include:

  • Income and Expense categorization.
  • Reconciliation of one bank and credit card account.
  • Recording of 3rd party payroll (separating Gross Wages and Payroll Taxes).
  • Preparation of monthly management reports (includes P&L and BS).
  • Includes Quickbooks Online monthly subscription.
  • Financial books maintained once per month.
  • Year End information sent directly to your CPA.

Pro Bi-Weekly Package - (for medium-sized businesses) 

This package is ideal for businesses that have an average volume of monthly transactions, but may need more than one reconciliation a month as well as one Line of Credit or Loan account reconciliation. Other services include:

  • Income and Expense categorization.
  • Reconciliation of up to 3 bank and credit card accounts.
  • Reconciliation of Line of Credit or Loan account.
  • Recording of 3rd party payroll (includes separation of both Gross Wages and Payroll Taxes).
  • Preparation of monthly management reports (includes P&L, BS and YTD Comparisons reports).
  • Tracking of Subcontractors (for 1099 purposes) as well as year end 1099/1096 filing.
  • Includes Quickbooks Online monthly subscription.
  • Financial books maintained twice per month.
  • Year End information sent directly to your CPA.
  • Detailed preparation of sales tax return.
  • Client portal included for easy and secure exchange of information.

Premium Weekly Package - (full Bookkeeping service)

This package is ideal for businesses that possess a high volume of monthly transactions that require constant financial record upkeep and attention. Services include:

  • Income and Expense categorization.
  • Reconciliation of multiple bank and credit card accounts.
  • Reconciliation of multiple loan and/or line of credit accounts.
  • Recording of 3rd party payroll (includes separation of both Gross Wages and Payroll Taxes).
  • Preparation of monthly management reports, as well as personalized reports for your company.
  • Tracking of Subcontractors (for 1099 purposes) as well as year end 1099/1096 filing.
  • Tracking of Fixed Assets (such as vehicles, machinery, equipment, etc).
  • Invoicing and Accounts Receivable management.
  • Includes Quickbooks Online monthly subscription.
  • Year End information sent directly to your CPA.
  • Detailed preparation of sales tax return.
  • Client portal included for easy and secure exchange of information.

CALL us TODAY FOR a FREE, no obligation CONSULTATIOn!


Name *
Name