Bookkeeping
Language
  • English (US)
  • Spanish (Latin America)

  • Bookkeeping

    This monthly package includes tracking of your income and expenses transactions, review and reconcile your books.

  • Memberships*

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    Basic. Transaction (50) Bank Accounts 1 Credit Cards 1 AP up to 5 Financial Reporting
    Basic

    Transaction (50) Bank Accounts 1 Credit Cards 1 AP up to 5 Financial Reporting

    $350.00$350.00 for each month
      
    Advance. Transaction (100) Bank Accounts 2 Credit Card 2 AP up to 10 Financial Reporting
    Advance

    Transaction (100) Bank Accounts 2 Credit Card 2 AP up to 10 Financial Reporting

    $475.00$475.00 for each month
      
    Premium. Transaction (200) Bank Accounts 3 Credit Card 3 AP up to 20 Financial Reporting
    Premium

    Transaction (200) Bank Accounts 3 Credit Card 3 AP up to 20 Financial Reporting

    $695.00$695.00 for each month
      

    Credit Card

  • Questionnaire

    In order to provide you with the best service possible, we kindly ask you to complete the attached questionnaire. This will help us gather essential information about your business and financial situation, ensuring that we can tailor our bookkeeping services to your specific needs.

  • Business Information:

  • Format: (000) 000-0000.
  • Type of Business Entity
  • What best describes your industry?*

  • Owner/Manager Information:

  • Format: (000) 000-0000.

  • Financial Information:

  • How Large is your business
  • Size of your Business in Dollars
  • Accounting Method
  • Current Accounting Software (if any):
  • How often do you need to review financial reports
  • Account Types
  • Books closed?
  • Date
     - -
  • Do Asset and Liabilities match last filed tax return
  • Do you manage or track inventory?

  • Payroll Information:

  • Do you have
  • All W-9s for subcontractors

  • Accounts Payable Information (If applicable):

  • Accounts Receivable Information (If applicable):

  • Sales Tax and Regulatory Compliance (if applicable):

  • Are you required to collect and remit sales tax?

  • Additional Services:

  • Do you track ow want to track income and expenses by a specific segment/location/division of your business?
  • Do you require any additional services such as:
  • Documents that need to be provide to us
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