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Accounting & Bookkeeping

  • Description:

    • Ongoing bookkeeping support to keep your records accurate, current, and organized each month. This service is designed for business owners who want dependable financial records without having to manage the day-to-day accounting.

    Price Range:

    • $500 – $1,500+ per month

      Higher-volume or more complex businesses may range higher

    What We Do:

    • Categorize and record transactions

    • Maintain the general ledger

    • Reconcile bank and credit card accounts

    • Post routine journal entries

    • Review and organize income and expenses

    • Maintain supporting accounting records

    • Prepare monthly financial reports

    • Flag unusual activity or items needing clarification

    • Help keep books tax-ready throughout the year

  • Description:

    • Correction and reconstruction of incomplete, inaccurate, or behind bookkeeping records. This service is ideal for businesses that have fallen behind, changed systems, or need reliable books before filing taxes, applying for financing, or making important decisions.

    Price Range:

    • $1,000+ per project

    What We Do:

    • Review the current accounting file for errors and gaps

    • Reclassify misposted transactions

    • Reconcile unreconciled bank and credit card activity

    • Clean up balance sheet accounts

    • Correct duplicate, missing, or uncategorized entries

    • Organize prior-period records

    • Rebuild historical bookkeeping where needed

    • Prepare cleanup-adjusted financial statements

    • Deliver books in a more accurate, tax-ready format

  • Description:

    • Reconciliation of cash, credit cards, loans, and other balance sheet accounts to improve accuracy and catch errors before they become larger reporting problems.

    Suggested Price Range:

    • $150 – $600+ per month if scoped separately

      Often included within monthly bookkeeping engagements

    What We Do:

    • Reconcile bank accounts

    • Reconcile credit card accounts

    • Tie loan balances to statements

    • Review fixed asset and debt balances

    • Analyze prepaid, accrual, and liability accounts

    • Identify unreconciled differences

    • Investigate unusual or aged reconciling items

    • Keep balance sheet accounts current and supportable

  • Description:

    • Structured close support to help businesses finalize monthly and annual financial records more accurately and efficiently. This is especially useful for growing businesses that need cleaner internal reporting or a more disciplined close process.

    Price Range:

    • $300 – $1,500+ per month

    • $750 – $2,500+ for more involved year-end close support

    What We Do:

    • Perform month-end close procedures

    • Post accruals and adjusting entries

    • Review revenue and expense cutoffs

    • Finalize reconciliations

    • Review the general ledger for errors or unusual items

    • Prepare close-ready financial statements

    • Assist with year-end book finalization

    • Coordinate information needed for tax preparation or outside advisors

    • Improve close checklists and accounting workflow

  • Description:

    • Preparation of internal-use financial statements that help owners and management understand business performance and make better operating decisions.

    Price Range:

    • $250 – $1,000+ per month
      Often included in recurring bookkeeping or controller support

    What We Do:

    • Prepare profit and loss statements

    • Prepare balance sheets

    • Prepare cash flow summaries

    • Organize comparative month-over-month or year-over-year reporting

    • Present clean management-use statements

    • Format reporting for lenders, owners, or internal review

    • Help explain major movements in the financials

    • Provide supporting schedules when needed

  • Description:

    • Ongoing maintenance of the general ledger to keep accounting records organized, consistent, and usable for reporting, tax, and operational purposes.

    Price Range:

    • $100+ per month, if provided on a limited-scope basis

      Typically included in monthly bookkeeping services

    What We Do:

    • Maintain chart of accounts structure

    • Record and review journal entries

    • Clean up posting errors

    • Reclassify transactions as needed

    • Keep account activity organized by category

    • Review ledger detail for unusual balances

    • Support consistency in coding and classification

    • Maintain cleaner records for tax and reporting purposes

  • Description:

    • Support with bill tracking, vendor payment workflow, and payables organization so that obligations are handled timely and accurately.

    Price Range:

    • $100+ per month

      Also priced as an add-on service or per-transaction service

    What We Do:

    • Track incoming bills and vendor obligations

    • Enter and organize payables in the accounting system

    • Maintain due-date tracking

    • Prepare payment lists for approval

    • Record vendor payments

    • Reconcile vendor balances where needed

    • Help organize supporting bill documentation

    • Improve accounts payable workflow and visibility

  • Description:

    • Support with customer invoicing, receivable tracking, and collections visibility to help businesses bill more consistently and get paid faster.

    Price Range:

    • $100+ per month

      Can increase with invoice volume and collection complexity

    What We Do:

    • Prepare and send customer invoices

    • Track outstanding receivables

    • Record customer payments

    • Apply payments correctly in the accounting system

    • Monitor aging reports

    • Assist with follow-up workflow on overdue balances

    • Maintain cleaner receivable records

    • Improve invoicing consistency and reporting

  • Description:

    • Payroll support and coordination to help ensure payroll data is organized, payroll entries are recorded properly, and the business stays aligned with its payroll provider and reporting needs.

    Price Range:

    • Continued maintenance: $100+ per month

    • Setup: $300+ one-time

      Expanded payroll support may be priced separately

    What We Do:

    • Coordinate with payroll providers

    • Organize payroll information for processing

    • Record payroll journal entries

    • Reconcile payroll-related accounts

    • Review payroll reports for reasonableness

    • Track payroll liabilities and related balances

    • Support W-2 and 1099 reporting coordination

    • Help keep payroll records aligned with the books

  • Description:

    • Financial reporting tailored for owners and leadership teams who want clearer insight into performance, trends, and operating results.

    Price Range:

    • $300+ per month

      Higher-end reporting or analysis may move into controller or advisory pricing

      Reporting and oversight increases as services move beyond basic bookkeeping into broader outsourced accounting

    What We Do:

    • Prepare monthly reporting packages

    • Summarize revenue, expenses, and profitability

    • Provide trend and variance reporting

    • Highlight notable financial movements

    • Track key financial metrics

    • Create custom management-use reports

    • Organize reports for owners, lenders, or internal leadership

    • Help translate the numbers into practical business insight

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