Monthly transaction categorization
Bank and credit card reconciliation
Basic financial reporting (Profit & Loss, Balance Sheet)
Monthly summaries
Access to client portal for document sharing
All services from Basic Bookkeeping
Monthly bank and credit card reconciliations
Full financial reporting package (Profit & Loss, Balance Sheet, Cash Flow)
Monthly reports and performance summaries
Monthly Sales Tax Filing/ Quarterly Estimated Tax Filing
Year-End financial summaries
Up to 5
Employees: $150
Up to 10
Employees: $250
Payroll calculations
Tax withholding & remittance
Payroll tax filings (state and federal)
Direct deposit setup
Quarterly and annual payroll tax reporting
Services Included:
Full setup of accounting software
Integration with bank accounts, credit cards, PayPal, etc.
Training on software usage
Customization for business needs (e.g., invoicing, reporting)
Ongoing email support for 30 days
Price: $300 per month of cleanup
Services Included:
Sorting and categorizing all transactions
Reconciliation of bank accounts, credit cards, and loans
Creating financial statements for prior year(s)
Organizing records for tax filing
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