1
Free Consult
Initial consultation followed by a written bookkeeping plan.
2
Signed Contract
Once signed, you can schedule the setup meeting which is usually done by Zoom.
3
Setup
We'll review your task list and note any specific instructions. We'll work together for bank and accounting record access.
4
Cleanup and Recurring Service
Cleanup usually takes 2 - 4 weeks. You'll have access to our client portal where you can start a conversation or upload items. At year end, we'll work with you and your tax preparer to ensure your financials are ready to go.
Depending on the size of your business and the number of accounts to be managed, pricing ranges from $189 to $599/month for most businesses
- Categorizing transactions and reconciling accounts
- Monthly period closure and financial reporting
- State and City B & O Tax filing
- Year-end tidy up and review
- Providing financial reports to you and your tax preparer
In addition to the Essential services, some businesses need one or more items from this list:
- Payroll service
- Client invoicing (Accounts Receivable)
- Bill Payments (Accounts Payable)
- Cost accounting
- Interstate and international revenue
- Bank deposit preparation
- Working with your Point of Sale
- KPI (Key Performance Indicator) reporting
Sometimes a business just needs a project completed or has needs beyond traditional bookkeeping, here are some of those which we can do on an as needed basis.
- Trust Account Reconciliation
- Personal and Estate bookkeeping
- Audit help and state tax representation
- Business purchase or sale prep
- Payroll or QuickBooks setup
Book your free consultation
We love talking to business owners and making a difference. There's no cost for the initial call or first meeting and you can set it up online or call right now and see why our clients and accountants across Puget Sound recognize us as the premiere bookkeeping service in the West.