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Subscription Packages

These packages lump together our most popular service options. Contact us for other options or to get a quote on hourly services.

  • Starter Package

    Every month
    Small businesses with simple bookkeeping needs
    • Bank Transaction Entry &Reconciliations
    • Credit Card Transaction Entry &Reconciliations
    • Loan Tracking
    • Payroll Journal Entries
    • Monthly Financial Reports
    • Dedicated Account Bookkeeper
    • Client Email Support During Normal Business Hours
    • QuickBooks Online Subscription at Discounted Price
  • Plus Package

    Every month
    Growing businesses who need a little more financial help
    • All ‘Starter’ Services
    • Record Vendor Invoices
    • Reconcile Vendor Statements
    • Record Payments
    • Aging Reports
    • Record Customer Invoices
    • Accounts Receivable Aging Reports
    • Annual 1099 Preparation & Filing
    • Annual Payroll Audit
    • Workers Compensation Audit Assistance
    • Dedicated Account Bookkeeper
    • Priority Call & Email Support During Normal Business Hours
  • Business Pro Package

    Every month
    Full service bookkeeping for Small and Mid-sized Businesses
    • All ‘Plus’ Services
    • Issue Payments for Vendor Bills
    • Invoice Customers
    • Follow up on Past Due Customer Accounts
    • Sales Tax Preparation & Filing
    • Business Tax Calculation
    • Budget Preparation
    • Industry Standard Ratio Analysis
    • Dedicated Account Bookkeeper
    • Priority Call & Email Support During Normal Business Hours
    • Customer Support Early Morning and Late Night
    • Access to Drobox folder for secure online file storage
  • Payroll Services

    Every month
    • Regularly scheduled payroll processing
    • Payroll Tax Withholding & Reporting
    • Direct Deposit or Manual Check Processing
    • Quarterly and Annual Reporting


We offer packages to fit your needs. With a fixed monthly fee, you don't pay for every phone call, email, or fax exchanged which makes budgeting for your expenses easier. We can re-evaluate your needs periodically to ensure our services fit with your growing/changing company.

Pay Bills

Accounts Payable

  • Record Vendor Invoices

  • Reconcile Vendor Statements

  • Issue/Record Payments

  • Accounts Payable Aging Reports

Digital Payment

Accounts Receivable

  • Record Customer Invoices 

  • Issue Customer Statements

  • Record Payments

  • Accounts Receivable Aging Reports

Laughing During a Meeting

Payroll Processing

  • Entry of Hours Worked

  • Direct Deposit and/or Printed Checks

  • Payroll Summary Reports

  • Payroll Journal Entries

  • Reports for Payroll Audits

Home office

Software Setup & Maintenance

We can help you figure out what software is best for you and your business needs as well as get it set up for your success. ​​

Young Businesswomen

Monthly Financial Reports

  • Income Statement

  • Balance Sheet

  • Statement of Cash Flows

  • Profit & Loss

  • Bank Account Reconciliation

  • Credit Card Reconciliation

  • Budget vs Actual

Stack of Books

Job Descriptions & Employee Handbook

Job descriptions that accurately define the job and parameters needed to complete it. 

Protect the company. Protect the employee. 

Employee handbooks created with standard practices and adjusted to fit the needs of your company. ​​

Book an Appointment

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