Bookkeeping, Financial
Reporting, and Taxes
business by keeping your financials accurately up to date
Digital Bookkeeping for the Digital Entrepreneur
We understand you because we are you.
Coaches
& Consultants
Contractors
& Trade
Professional
Services
Freelancers
& Agencies
E-commerce &
Online Retailers
Retail
HOW IT WORKS
On-Boarding
Turn everything to us and get to know your bookkeeper
We audit your current books situation to determine how many accounts, what accounts, and what systems we need to put in place for your accounting system to be current.
work on your books
We take another burden off
your plate.
Once all information is turned to us, your books are now in our hands. We categorize, reconcile, and do other add-on tasks so you don’t have to.
receive reports
If you want to file taxes, we can help gather everything to get your books all squared for tax.
Compiling our reports for you on a monthly basis
Benefits of Virtual Bookkeeping
Fulfills Legal Requirement
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Better Decision Makers
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Focus on Revenue generating activities
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Prepped for Tax Season
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Reduce Errors
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Access to detailed financial reports
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Plans and Pricing
The Basic
experience
-
monthly bookkeeping & reconciliation
-
Monthly, quarterly, and annual reports
-
Annual business health and diagnostics
the CORE experience
-
includes basic PLUS
-
Unlimited chat support & email support
-
60 minute quarterly review
-
Monthly bookkeeping subscription
-
$150 credit towards tax preparation services
The SCALING experience
-
same as basic + core PLUS
-
Integrated tax strategy
-
1099s filings for 4 Independent Contractor (additional filings at $15 ala carte)
Quarterly operational budgets -
$250 credit towards tax preparation services
-
Profit First integrated
The VIP experience
-
Includes basic, core, scaling, PLUS
-
Management of invoices, payments, and billing
-
Unlimited Tax Advisor Q & A support
-
Preparation of quarterly tax estimates
-
1099s filings up to 10 individuations
-
bonus: s-corp or c-corp reclassification when needed
-
bonus: free extension filing if needed
-
bonus: 10% discount on payroll service, sales tax service, and/or inventory
Ala Carte Services
the Business Health Check
the Clean-up or
Catch-up Service
$150
$425
$1600
- $150 per month of clean up, discounts for quarterly and yearly
- If you tried setting up your books via software and your books got messy OR you did not do any bookkeeping for the year and are trying to check it off your list, then this is for you. We clean up your books and reconcile to set you up for success.
the Set-up
Service
$175
- Opening a new business but planning to DIY books? We can help set up your accounts so everything is up and running. Many DIYers choose this option and add-on the DIY help services until you feel ready to turn your books over to us.
ANNUAL Service
ANNUAL Service
$2500
starting
- Are you a micro/small business and are not ready for big scale financial operations? We can help you with your financials by simplifying and breaking down your financial reports in order to be ready for tax season. Turn these reports over to your tax professional or over to us.
- Unlimited accounts/transactions
- Unlimited chat/email support and phone support
- Independent Contractor management
- Portfolio reports
- 6 week turnaround time
- 6 week turnaround time
We help you secure business credit or a business loan with your best interest in mind
DIY Services
Monthly DIY Bookkeeping help
$75
- Unlimited email/chat help, check for corrections and reconciliation mistakes
- 3 months minimum commitment
Yearly DIY
Bookkeeping help
$750
- get 2 months free
- + two thirty minute zoom calls
- Unlimited email/chat support, check for corrections and reconciliation mistakes, run year end
Profit & Loss Tracker Sheets
$750
- + Vehicle mileage tracker bonus
- $120 one time fee, reuse it as many times as you want
- Excel spreed sheet to track your profits and losses
- Monthly, quarterly, and yearly view
ANNUAL Service
(Coming Soon)