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Start-up Package

Perfect for entrepreneurs in the early stages of business. This package helps you build a strong financial foundation so your accounting system is ready before the money starts flowing in and out. Think of it as laying the groundwork for lasting growth — just like building a house that stands the test of time.

  • Accounting System Set-up
  • QuickBooks Set-up
  • Chart Of Accounts
  • Inventory Set-up
  • Customer/Client Set-up
  • QuickBook & Apps Integration


Growth Package

Ideal for businesses that have moved beyond the start-up phase and are ready to streamline and strengthen their financial operations. This package offers consistent monthly support to keep your books organized, accurate, and ready for smart decision-making.

  • Everything in the Start-Up Package, plus:
  • Monthly bank & credit card reconciliations (up to 3 accounts)
  • Income & expense categorization 
  • Accounts payable & receivable tracking 
  • Monthly financial statements (Profit & Loss, Balance Sheet) 
  • Quarterly review meetings
  • Payroll processing (up to 3 employees) 
  • Email & phone support
     


Full Service Package

For established businesses that need ongoing, stress-free bookkeeping. This package is designed for business owners who are ready to hand off their bookkeeping and focus on running their business. Monthly full-service bookkeeping ensures your financial records are accurate, up to date, and tax-season ready — saving you time, money, and stress.

  • Monthly Full- Service Bookkeeping
  • Invoice recording and management
  • General Ledger
  • Expense management
  • AR - Accounts Receivable
  • AP - Accounts Payable
  • Credit Card Reconciliation
  • Bank Accounts Reconciliation
  • Inventory Recording
  • Fixed Assets Depreciation
  • Payroll 
  • Payroll Tax
  • 1099 preparation & submission
  • Sales Tax preparation & submission
  • Monthly Reporting


Add-Ons (Optional)

First Item

  • Sales tax setup
  • Payroll setup 
  • Audit preparation 
  • Catch-up/clean-up bookkeeping 
  • QuickBooks training

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