Services

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 Step:

I’ll need some company and financial information.

Second Step:

We like to find out what it is that you really need and want out of your bookkeeper. We like to do this 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 Step:

A proposal is provided to you that will include different packages along with a one-time project portion, if any clean-up and catch-up work is needed.

SILVER

All of our packages are customized to fit the exact needs of the client. The differences in the 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

All of our packages are customized to fit the exact needs of the client. The differences in the 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

All of our packages are customized to fit the exact needs of the client. The differences in the 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.

CFO Package

All of our packages are customized to fit the exact needs of the client. The differences in the 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.