Our basic package includes weekly transaction categorization, monthly reconciliations, monthly financial statement preparation, and a monthly video analyzing your financials. We calculate select Key Performance Indicators and provide an explanation of your financials providing you more tools to manage your business. Our basic package is great for businesses that are starting to grow and accommodates up to 4 bank accounts and up to 200 monthly transactions. Once enrolled in a monthly bookkeeping package you are assigned a dedicated team of bookkeepers and accountants who will learn your business and your needs to make the most out of your package. We provide you with the information you need to help you run your business without the extra fluff that you may not be ready for at this stage in your business.
Playing catch up? No problem, with the purchase of your monthly bookkeeping service we offer historic catch-up bookkeeping at a discounted rate.