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1

Our process

First we have a conversation to determine exactly what your business needs and provide you a written bookkeeping plan. Our service begins with a signed agreement and a flat fee for the initial setup and/or clean-up period. The setup fee depends upon complexity of your situation, the condition of your existing books, and whether there are past months or years needing to be brought into integrity.
2

Contract

Once we've determined the specific list of tasks you need done and the pricing, we'll send you the official version of the client agreement via DocuSign. Once signed, we'll process the payment for your setup fee and then we'll send you an email containing a link to schedule the setup meeting. This can be done by Zoom or in-person.
3

Setup

During your setup call, we'll confirm with you the lookback and clean up periods, the list of task we are going to be responsible for, and we'll note any specific instructions. We'll also work together to access your banking and accounting records so that we can bring your file up to date. After this, we take between 2 and 4 weeks on average to bring your file current.
4

Recurring Service

We will keep your books up to date as outlined in your client agreement. You will receive automated reminders from our system to let you know about recurring items we need from you. You'll have access to our client portal where you can upload items for us or have conversations about specific bookkeeping things. During tax time, we'll inform you of returns we are preparing to file and what you will owe and when. After year end, we'll work with you and your tax preparer to ensure your financials are ready to go.
Services offered

Solo Business - $399/month Annual DOR

Our entry level quarterly service is for solo entrepreneurs with sales up to $10,000/month and Includes:

  • Managing 2 accounts with up to 100 transactions monthly*
  • 0 employees
  • Quarterly bookkeeping with Annual review
  • Annual Dept. of Revenue Combined Excise Tax Return
  • Year end tax prep and delivery of financials
If our solo business service seems like more than you need right now, we do project work, please book an appointment to discuss specifics.

Response time to inquiries (The time between when you contact us and when we reply) 3 days
Time to address a request (How long before we take care of something you've asked us to fix.) 30 days
Single Point of Contact (Having a dedicated bookkeeper at Sound Bookkeepers) N
# of monthly support calls (after setup is completed) 1
Email support Y
Portal support Y
File Review Frequency (How frequently we'll do a complete file review to catch any errors) Semi-Annually
By what date will your financials be ready each month 20th

Services offered

Basic Business - $499/month Quarterly DOR

Our 2nd tier quarterly service is for entrepreneurs with sales up to $25,000/month and Includes:

  • Managing 4 accounts with up to 150 transactions monthly*
  • Quarterly bookkeeping with Annual review
  • Quarterly Dept. of Revenue Combined Excise Tax Return
  • 1 Quarterly city tax filing
  • Financials delivered to your tax preparer
  • Does not include any payroll, A/P or A/R services

Response time to inquiries: 1 day
Time to address a request:  14 days
Single Point of Contact:  N
# of monthly support calls: 2
Email support: Y
Portal support: Y
File Review Frequency: Quarterly
By what date will your financials be ready each month 20th

Services offered

Business Plus - $599/month Monthly DOR

For established business with sales up to $50,000/month Includes:

  • Managing 6 accounts with up to 250 transactions monthly*
  • Monthly bookkeeping with Quarterly review
  • Monthly Dept. of Revenue Combined Excise Tax Return
  • 2 Quarterly city tax filing
  • Financials delivered to your tax preparer
  • Payroll data entry
  • Pulling reports from your POS or CRM to make monthly adjustments

Response time to inquiries: 1 day
Time to address a request:  10 days
Single Point of Contact:  N
# of monthly support calls: 3
Email support: Y
Portal support: Y
File Review Frequency: Monthly
By what date will your financials be ready each month 20th

Services offered

Full Service

For those with more complex bookkeeping needs, who regularly must communicate bookkeeping or accounting info. Our full service bookkeeping starts at $750/month. Depending on the services you need, your monthly subscription could be higher. We will talk to you during your set up meeting to be sure you get all the services you need at a price you can afford. Here is a partial list of services available to our full service clients:

  • Monthly or weekly phone calls
  • Managing more than 6 accounts with up to 350 transactions monthly*
  • Managing amortization on loans & credit lines
  • Customer invoicing and/or vendor bill payments
  • Working with your POS, CRM, or other company software
  • Monitoring company email
  • Job Costing and Customized Reporting
  • Bank deposit preparation and more
$750 to $1,000/month

Response time to inquiries: same day
Time to address a request:  7 days
Single Point of Contact:  Y
# of monthly support calls: 5
Email support: Y
Portal support: Y
File Review Frequency: Monthly
By what date will your financials be ready each month: 15th

$1,000 to $2,500/month

Response time to inquiries: same day
Time to address a request:  3 days
Single Point of Contact:  Y
# of monthly support calls: Unlimited
Email support: Y
Portal support: Y
File Review Frequency: Twice a month
By what date will your financials be ready each month: 15th

Over $2,500/month

Response time to inquiries: same day
Time to address a request:  1-2 days
Single Point of Contact:  Y
# of monthly support calls: Unlimited
Email support: Y
Portal support: Y
File Review Frequency: Weekly
By what date will your financials be ready each month: 15th

Services offered

Individual and Pay-as-you-go services

Sometimes a business just needs a project completed or has needs beyond traditional bookkeeping, here are some of those which we can do one time or ongoingly in some cases.

  • One-on-one bookkeeping virtual or in-person
  • Year end tax prep
  • Estimated self employment tax
  • Preparing loan applications
  • Past due tax return inquiries
  • Preparing past year financials
  • Negotiating with the DOR
  • Onsite accounting clerks
  • Audit preparation and more

Additionally, we offer several services which are more situational specific:

  • Guardianship and Estate bookkeeping
  • KPI (key performance indicator) tracking
  • Monthly self-employment tax calculations
  • Personal finance budgeting
  • Annual equipment depreciation studies
  • Lawyer IOLTA account management
  • Organizing financials for loan applications
  • Billing, invoicing, and tips collection issues
  • Mergers and Acquisitions prep
  • Sales Tax Tracking and more
If it concerns financial statements, it's likely something we can either assist directly with, or provide a trusted resource who can.
 

Additional services

 
Quickbooks Setup
We can move you from Quickbooks Desktop to Quickbooks Online, or we can create a new file for you on either one. We also know Freshbooks, Quicken, Xero, and many others. Still, these days, Quickbooks is the best in our opinion. For those who just need a little help getting things going or if you need to have your whole accounting system designed, we're available to help in blocks as small as 1 hour.
Entity Assistance
We are familiar with all tax agencies both State and Federal. We can help you interpret letters, talking to revenue officers or auditors, figuring out what you need to file, helping you do the applications, ordering new EIN numbers, navigating the secretary of state website and more.
Help with past due tax filings
Not sure what your responsibilities are? Being behind with tax filings is very common. So is the fear associated with it! We have the expertise you need. Give us a call for a free phone consultation and we can tell you how to find out what needs to be filed and how much you might be owing right now. We can call the DOR or IRS on conference call with you and help you navigate the phone call too.
Financial Analysis
Your business is telling you the answers, but it speaks in numbers. We read business, and we can translate for you. Some examples of analytical work we have done:
  • Business idea financial viability study
  • Expansion predictive analytics
  • Legal case financial calculations
  • Tracking down missing profits
  • Preparing a client for a sale
  • Future financial projections
  • Generating pricing matrices
Consulting
Whether you need a one time meeting or ongoing help, we are here to serve small business owners.
Some of the consulting we do:
  • Accounting system design and build
  • Identifying accounting inefficiencies
  • Calculating your highest profit centers
  • Working with corporate franchises
  • Ensuring accuracy in reporting
  • Linking online services
HR and other referrals
For many reasons, using a payroll service makes sense, even if you are the only employee. We are connected with several payroll service options and would be happy to make an introduction. Use the live chat below to ask or give us a call. You should also read this blog article which will explain much of the reasons why a payroll service is good for you. We also have personal relationships with hundreds of attorneys, accountants, business brokers, and financial advisers. Let us help you find someone who can do what you need and who you can afford to hire.
 

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 Northwest.

If you want to watch a video about our services,
View our video gallery .
In addition to a general video, we also have a few industry specific videos about our bookkeeping.
 
 
Book a free consultation