Customized Bookkeeping Packages to Fit Your Business Needs and Budget

The process of finding the right bookkeeping package starts with you. See below for the process and then complete the questionnaire.

First, I'll need some company and financial information.
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Second, we like to find out what it is that you really need and want out of your bookkeeper.  We like to do this with by scheduling a call that usually takes about 30 minutes, give or take.  This is where we like to get to know you, learn about your business, why you went into business and how we can help you reach your 1, 2, 3, and 5 year goals.  
Third, a proposal is provided to you that will include 3 packages along with a one-time project portion, if any clean-up and catch-up work is needed.

Packages

Silver Package

All of our packages are customized to fit the exact needs of the client. The differences in the 3 packages will be how quick of a turn around you need on monthly bank recs, how much meeting time you will want in a month and how customized you need your reports. 

Gold Package

All of our packages are customized to fit the exact needs of the client. The differences in the 3 packages will be how quick of a turn around you need on monthly bank recs, how much meeting time you will want in a month and how customized you need your reports. 

Platinum Package

All of our packages are customized to fit the exact needs of the client. The differences in the 3 packages will be how quick of a turn around you need on monthly bank recs, how much meeting time you will want in a month and how customized you need your reports. 

Additional Services Provided:

  • Profit First Assessments
  • Cash Flow Analysis and Forecasting
  • Historical Clean-up/Catch-up Work
  • Product Set-ups
  • Product Training

Fourth, let's get you signed up and get started on that path to financial freedom and understanding.

Profit First Information

Mike Michalowicz - Adviser & Lead Profit First Strategist

Mike is the entrepreneur behind three multi million dollar companies and is the author of Profit First, The Pumpkin Plan and what Business Week deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First to our firm.