Want us to do your bookkeeping? Here are a few packages we offer:

Bookkeeping Service Packages

Foundations Package

• Monthly transaction categorization (up to 300 transactions)
• Bank & credit card reconciliations (up to 4 accounts)
• Monthly financial reports (P&L and Balance Sheet)
• Secure document portal access
• Phone or e-mail support within 48 hours

Core Compliance Package

Everything in the Foundations package, plus:

• Payroll for up to 2 employees per quarter (add’l fee for bi-monthly or weekly payroll)
• Up to 800 transactions per month
• Reconciliation for up to 8 accounts
• Monthly review call (15–30 min)
• Sales tax tracking
• Class/Location tracking in QuickBooks
• Support for contractor 1099 payments

Strategic Partner Package

Everything in the Core Compliance package, plus:

• Unlimited transactions and account reconciliations
• Payroll journal entries (external payroll processors)
• Quarterly budget vs. actual analysis
• Dedicated bookkeeper with CPA oversight
• Quarterly 1-hour consultation meeting with Randy Rhuman, CPA, CFE

Add-On Services:

• Catch-up bookkeeping
• Payroll services setup
• Accounts payable/receivable tracking
• QuickBooks Online setup & training