Our Services

Streamline your financial operations by booking an appointment with our expert bookkeeping team. Discover how precise and professional record-keeping can propel your business forward.

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Basic Bookkeeping Package

Best for small businesses or freelancers with simple financial needs.

Services Included:

  • Monthly bank account reconciliation

  • Categorization of transactions (income & expenses)

  • Monthly profit and loss statement

  • Basic balance sheet

  • Basic financial reports (PDF format)

Frequency:

  • Monthly bookkeeping & reporting

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Standard Bookkeeping Package

Ideal for small to medium-sized businesses that require more detailed tracking.

Services Included:

  • All features from the Basic Package

  • Accounts payable & receivable management (tracking and invoicing)

  • Payroll processing for up to 10 employees

  • Financial reports for management (P&L, balance sheet, cash flow)

Frequency:

  • Bi-weekly or monthly bookkeeping & reporting

Premium Bookkeeping Package

Designed for medium to larger businesses with complex financial needs or those with multiple revenue streams.

Services Included:

  • All features from the Standard Package

  • Monthly budgeting & forecasting

  • Detailed profit and loss analysis by department/project

  • Preparation of year-end financial statements for CPA review

  • Regular financial performance review meetings (via Zoom or in person)

Frequency:

  • Weekly bookkeeping & reporting

Schedule a complimentary consultation