SERVICES
"In-house” Outsourced Bookkeeper
Pricing depends on needs but still more cost-effective than a full-time employee:
- Record transactions
- Pay bills and/or remind you of outstanding obligations
- Call clients to collect payment
- Negotiate pricing with vendors
- Reconcile accounts
- Evaluate/assist with establishing efficient systems for day-to-day financial task
- Gathering tax documents & communicating with your CPA/tax professional at tax time.
- Ensure that you feel up-to-date & in control, while we manage the details
- Year-End “Tax Ready” at Transactional level
Setup
Not sure where to begin? After a consultation in reference to your immediate & long-term goals; we will setup a brand-new file for you, making certain the numbers & Chart of Accounts are accurate from the start. (Flat rate of $150)
- Select the best software based on your goals
- Complete system & file setup
- Third party/application setup
- Support so you have the frequently used reports at your fingertips
Monthly, Quarterly, or Year-End Bookkeeping
A fixed monthly fee for monthly or quarterly bookkeeping (starting as low as $195 per month). Discounted if paid annually.
Need only year-end bookkeeping? (fit for businesses that don’t have a ton of transactions) … call to discuss your needs & get a quote.
- Record transactions
- Account classification & categorizing
- Reconcile accounts – monthly or quarterly
- Check-in calls
- Monthly or quarterly reports – Balance Sheet & Income Statement
- Communicating with your CPA/tax professional at tax time
- Year-End “Tax Ready” at Transactional level
Cleanup
We’ll cleanup your existing accounting file to ensure your accounting data is accurate as possible.
One of my passions is taking the chaos & creating a clean set of books.
A paid diagnostic review ($195-$500, based on revenue) of the books is necessary to assess what the issues are, time involved, and recommendations.
The level of errors & inconsistencies in the data will significantly impact cleanup time & cost.
- Identify key areas needing attention
- Reclassify transactions
- Correct balances
- Reconcile accounts
- Better financial visibility for loan applications and/or tax filing
- Improved compliance
- Saving you internal time/stress
Catch-up
Falling behind happens… whether that’s a few months or a couple of years. We’ll help you get back on track by bringing your books up-to-date. Our catch-up service is designed to help you get back on track with your accounting records.
We understand that staying on top of financial tasks can be challenging, especially when you’re busy running your business.
Tax Preparation
Tax returns prepared by a Senior Tax Associate & reviewed by a CPA.
- Individual Tax Preparation: $200 & up
- Corporate Tax Preparation: $350 & up
* Fees depend on complexity
"In-house” Outsourced Bookkeeping
- Record transactions
- Pay bills and/or remind you of outstanding obligations
- Call clients to collect payment
- Negotiate pricing with vendors
- Reconcile accounts
- Evaluate/assist with establishing efficient systems for day-to-day financial task
- Gathering tax documents & communicating with your CPA/tax professional at tax time.
- Ensure that you feel up-to-date & in control, while we manage the details
Setup
Not sure where to begin? After a consultation in reference to your immediate & long-term goals, we will
setup a brand new file for you, making certain the numbers are accurate from the start.
- Select the best software based on your goals
- Complete system & file setup
- Third party/application setup
Monthly or Quarterly Bookkeeping
- Record transactions
- Account classification & categorizing
- Reconcile accounts – monthly or quarterly
- Check-in calls
- Monthly or quarterly reports – Balance Sheet & Income Statement
- Gathering tax documents & communicating with your CPA/tax professional at tax time
Clean-up
We’ll clean up your existing accounting file to ensure your accounting data is accurate as possible.
One of my passions is taking the chaos & creating a clean set of books.
- Identify key areas needing attention
- Reclassify transactions
- Correct balances
- Reconcile accounts
Catch-up
Falling behind happens… whether that’s a few months or a few years. We’ll help you get back on track by bringing your books up-to-date. Our catch-up service is designed to help you get back on track with your accounting records, whether you’ve fallen behind by a few months or even a few years. We understand that staying on top of financial tasks can be challenging, especially when you’re busy running your business.
Outsourced Bookkeeping Services for Broward County, Miami-Dade County and Palm Beach County Businesses.
Looking for reliable bookkeeping services? From QuickBooks cleanup to monthly accounting, we’ve got you covered. Schedule your free consultation now!
