We offer three distinct packages to suit businesses of varying needs.

Essential

Our core bookkeeping package. Includes journal entries and bank reconciliations. Additional services include payroll, AR, AP, etc.

    1. Robust Monthly Management Reports

    2. Online Client Portal

    3. Open line of communication with bookkeeper

    4. Wholesale rate on QuickBooks products

  • Click here to download a sample report.

    • are two years old or less.

    • do not keep up with their books on a monthly basis.

    • whose annual revenue is $100k - $1m.

Advanced

Gain powerful insights into your company. Leverage advanced data for your specific needs.

  • Get our Advanced Reporting & Analytics.

    1. Dashboard empowers you by providing real-time access to key metrics and data visualizations, facilitating informed decision making and identifying trends.

    2. Cash Flow Projections provide you with a clear roadmap for proactively managing your finances. Run “what-if” scenarios to see how hiring a new team member or purchasing new equipment will impact future cash on hand.

    3. Benchmarking provides valuable insights into industry averages, allowing you to identify areas of improvement and make strategic decisions to enhance performance and competitiveness.

    4. Division Specific Reporting allows key team members to create customizable dashboards, reports, and KPI trackers for their own division without having access to sensitive company information.

  • Sample Report 1

    Sample Report 2

    • have monthly bookkeeping but are not utilizing it to their advantage.

    • want to grow but don't know where to start.

    • have achieved unprecedented growth and need advanced financial insights to sustain that growth.

    • whose owner is an expert in their technical work but wants to become more financially astute.

    • whose annual revenue is $500k - $3m.

ValuePath*

Increase the value of your business. Integrating accounting and business valuation guidance to grow and sell your business.

    1. Everything in the Advanced Package, plus

    2. Quarterly update and review of business value through 3 key areas:

      • Adjusted EBITDA

      • Working Capital

      • Cash Flow Multiples

    3. Half price comprehensive third-party business valuation.

    4. 50% of all monthly bookkeeping fees credit against the final success fee in the event we sell your business.

  • Please inquire.

    • want to sell their business in 3-5 years.

    • want to take advantage of that time to grow their company value.

    • whose annual revenue is between $1m - $30m.

*With extensive experience in mergers & acquisitions, we can help leverage bookkeeping to maximize your valuation and prepare for an eventual sale.