Bookkeeping

Advanced

Reliable services and a partnership that you can trust

This level of service is the highest level of bookkeeping service that our company provides. You will receive the same services monthly, included in Standard and Plus, such as Profit & Loss, and Cashflow reports. We will also provide a report for any adjustments needed concerning recordkeeping or recommendations. Our clients are added to our secure client portal for secure and efficient communication. We also add Business and Financial Advisory along with presuming control over the monthly transactions and categorization of record-keeping. The goal is that we maintain efficient record-keeping for your business while helping you understand the numbers so that you can make wise decisions. The next addition for this level of service is Payroll Monitoring/Support (we don't run the payroll, but we help keep track of it in terms of w2 employees and 1099 contractors). We will have a connection through your accounting software to maintain categorization throughout the year. You get to focus on what you enjoy doing, and we get to partner with you in your success. The limit is 500 transactions per month (anything over 200 transactions per month) for Advanced services, so keep that in mind! We can discuss it further if your business transactions exceed the amount. 

Perhaps you need more from our firm? Check out the other two options below. Also, Year Round Planning is a good logical decision as well which comes with Tax Planning and Year Round Support for tax and business questions.