Bookkeeping

Plus

Reliable services and a partnership that you can trust

This level of service is a step up for most business owners. They will receive the same services monthly, included in Standard, 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. 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 200 transactions per month for Plus services, so keep that in mind!

Perhaps you need more from the Bookkeeping Service? 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.