Bookkeeping Plans

Services Included:
- Monthly transaction recording
- Basic financial reporting (monthly Profit and Loss statement)
- Bank account reconciliation
- Email support for bookkeeping inquiries
- Annual 1099 preparation
- Sales tax reporting
Maximum Service Hours: Up to 7 hours/month
Ideal For: Startups and small businesses needing essential bookkeeping and accounting services.

Services Included:
- All features of the Basic Plan
- Quarterly financial statements
- Accounts payable and receivable tracking
- Payroll coverage for up to 5 employees
- Year-end financial statement preparation
- Phone and email support
- Annual state and local compliance
Maximum Service Hours: Up to 15 hours/month
Ideal For: Growing businesses that require regular financial oversight and improved reporting.

Services Included:
- All features of the Essential Plan
- Monthly dashboard reporting with key performance indicators (KPIs)
- Personalized financial analysis and forecasting
- Unlimited transaction processing
- Advanced financial reporting, including cash flow projections
- Regular strategy meetings for financial planning
- Payroll processing for up to 20 employees
- Tax preparation support
- Dedicated Account Manager and Senior Accountant
Maximum Service Hours: Up to 40 hours/month
Ideal For: Larger businesses with complex financial needs requiring extensive support.

Services Included:
- All features of the Essential Pro Plan
- Payroll processing for up to 40 employees
- Project management and inventory control
- Dedicated Account Manager and Senior Accountant
- Comprehensive compliance support, including audits
- Industry-specific consulting and strategic planning
Maximum Service Hours: Up to 60 hours/month
Ideal For: Corporations and businesses with extensive financial operations seeking full-service accounting and bookkeeping support.

Catch-Up Bookkeeping - This service is crucial for businesses that have fallen behind on their financial records. We help you catch up by entering months or years of unrecorded transactions.
Bookkeeping/Accounting Reconstruction - If your financial records are incomplete or unusable, we can reconstruct them using available data, such as bank statements and receipts.
Write-Up Services / Write-Up Bookkeeping - This involves updating your financial records at year-end to ensure they are accurate and ready for tax filing.