Tel: 903-467-6775
Discovery
First Step and required for us to put together the best package for your needs.
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Introductory 30 minute phone: call to learn about your business and what services you’re looking for
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Bookkeeping Checkup: Look over current bookkeeping systems to identify areas that need cleanup, check for missed issues, and see the scope of work
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Send you a detailed estimate with various package options
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Select the package you prefer and sign our engagement letter and ACH form. Begin Work!
Quarterly
Ideal for start-ups, Sole Proprietors, & LLC's in their first year of business
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1-2 Bank Accounts
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1-2 Credit Card Accounts
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Quarterly Reconciliations
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Quarterly Financial Statements
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Document Collection & Storage
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QuickBooks® Online Software & Setup included
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Payroll Optional
Monthly
Perfect for small established businesses
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3-5 Bank Accounts
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3-5 Credit Card Accounts
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Monthly Reconciliations
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Monthly Financial Statements
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Document Collection & Storage
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QuickBooks® Online Software & Setup Included
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Accounts Payable & Expense Management
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Tax Preparation Reports
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Payroll Optional
One-Time Services
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QuickBooks® Set up
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Catch-Up the Books ( A little behind)
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Rescue my Books ( HELP! My books are a mess)
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Bookkeeping Made Simple
It is my goal to give you personal and professional quality service catered to your small business' specific needs all while offering them to you at an affordable price.
