Bookkeeping

The Freelancer Package

This package is for freelancers who handle their own invoicing and check writing, but need a professional to provide quarterly financial reports.

This package includes:

  • Quarterly data entry of all checks, credit card charges, and invoices
  • Quarterly reconciliation of all balance sheet accounts

Preparation of quarterly financial statements and customized reports

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The MicroBusiness Package

This package is for businesses who have grown beyond freelancer status.  You might have an employee or two or several contractors.  You need financial statements on a monthly basis, but you (or your administrative help) are still writing the checks and issuing the invoices.   Pricing is based on an average 200 transactions per month or less.

This package includes:

  • Monthly data entry of all checks, credit card charges, and invoices
  • Monthly reconciliation of all balance sheet accounts
  • Preparation of monthly financial statements and customized reports

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The Small Business Package

This package is for small businesses with some employees and contractors.  You need a part-time accounting department on your side.

This package includes:

  • Weekly invoicing and collections
  • Managing accounts payable and preparing checks
  • Payroll administration
  • Reconciliation of all accounts to the balance sheet
  • Monthly preparation of financial statements and customized reports

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**All packages can be customized, these packages simply show how we typically work with different business sizes.