Individuals may:

  • Have a Home Based Business
  • Be Independent Reps
  • Be in Network Marketing
  • Be in Direct Sales
  • Be in Multi-Level Marketing
  • Typically maintain one bank account
  • Have a bank statement that usually reflects 35-50 transactions per month

Starting At $50 per Month, We Offer:

  • Monthly Bank Reconciliation(s) which Produce a Set Of Books
  • Monthly Profit & Loss Report
  • Monthly Balance Sheet
  • Other Customized Reports as Requested By Client
  • ½ Off Our Published Rate for your Annual Income Tax Preparation in Addition to 12 Months paid Financial Recordkeeping and Reporting Services. May Be Prorated.

Home Based Businesses may:

  • Work from home
  • Not be a Franchise or Store Front typically
  • Have 1 or 2 bank accounts
  • Have bank statements that reflect a moderate number of transactions per month
  • Have sub-contractors

Starting At $100 per Month, We Offer:

  • Monthly Bank Reconciliation(s) which Produce a Set Of Books
  • Monthly Profit & Loss Report
  • Monthly Balance Sheet
  • Other Customized Reports as Requested By Client
  • ½ Off Our Published Rate for your Annual Income Tax Preparation in Addition to 12 Months paid Financial Recordkeeping and Reporting Services. May Be Prorated.
  • Additional Service Available: Payroll, Payroll Taxes, Sales Taxes, Quarterly Taxes, Accounts Receivable, Accounts Payable, Billing

Local Businesses:

  • Often Maintain a place of business
  • Could be a Franchise or Store Front
  • May have multiple bank accounts
  • Maintain business bank cccounts separate from personal accounts
  • May have sub-contractors and/or employees
  • May have business credit cards & statements

Starting At $150 per Month, We Offer:

  • Monthly Bank Reconciliation(s) which Produce a Set Of Books
  • Monthly Profit & Loss Report
  • Monthly Balance Sheet
  • Other Customized Reports as Requested By Client
  • ½ Off Our Published Rate for your Annual Income Tax Preparation in Addition to 12 Months paid Financial Recordkeeping and Recording Services. May Be Prorated.
  • Additional Service Available: Payroll, Payroll Taxes, Sales Taxes, Quarterly Taxes, Accounts Receivable, Accounts Payable, Billing

Corporations and Other Projects:

  • May need partial financial recordkeeping and reporting support
  • May desire QuickBooks ProAdvisor support
  • May require staff training
  • May need to outsource a special financial recordkeeping project

Starting At $85 per Hour or Estimate Flat Rate per Project, We Offer:

  • Set Up Books
  • Clean Up Books
  • Year-End Entry and / or Reporting
  • QuickBooks Training
  • Financial Recordkeeping and Reporting Training
  • Outsourcing Whole Financial Recordkeeping and Reporting Department
  • Outsourcing Partial Financial Recordkeeping and Reporting Functions
  • Weekly Financial Recordkeeping and Reporting Services At Your Place of Business