THEESSENTIALS
THEESSENTIALS
For entrepreneurs looking for a hands-off bookkeeping experience, our monthly bookkeeping service is designed to keep you up-to-date on your business’s finances while you focus on what matters most – growing your business.
Accurate Transaction Categorization in Quickbooks
Monthly Account Reconciliation
Monthly Profit & Loss and Balance Sheet Reports
TIMETO ELEVATE
For entrepreneurs needing more than the essentials, customize your monthly bookkeeping package to include one of our additional services, such as payroll, contractor pay, accounts receivable, accounts payable, or sales tax.
All Services in The Essentials
Customized Monthly Bookkeeping
Option to Add On: Invoicing, Bill Pay, Contractor Payroll, Sales Tax
TIMETO ELEVATE
For entrepreneurs needing more than the essentials, customize your monthly bookkeeping package to include one of our additional services, such as payroll, contractor pay, accounts receivable, accounts payable, or sales tax.
All Services in The Essentials
Customized Monthly Bookkeeping
Option to Add On: Invoicing, Bill Pay, Contractor Payroll, Sales Tax
THEFOUNDATIONS
THEFOUNDATIONS
For entrepreneurs just starting out or getting back on track, our set up and clean up service ensures you have the financial foundation you need to take your business where you want it to go.
BOOKKEEPING101
For entrepreneurs who prefer a hands-on approach, our personalized coaching empowers you with the knowledge and tools to confidently manage your own books while maintaining accuracy and efficiency.
One-hour coaching session to teach you how to complete your month-end review
Initial QuickBooks Online setup (connecting accounts + customizing categories)
Monthly account reconciliation for accuracy
Pulling and reviewing your Profit & Loss and Balance Sheet
A step-by-step guide you can use on your own afterward
BOOKKEEPING101
For entrepreneurs who prefer a hands-on approach, our personalized coaching empowers you with the knowledge and tools to confidently manage your own books while maintaining accuracy and efficiency.
One-hour coaching session to teach you how to complete your month-end review
Initial QuickBooks Online setup (connecting accounts + customizing categories)
Monthly account reconciliation for accuracy
Pulling and reviewing your Profit & Loss and Balance Sheet
A step-by-step guide you can use on your own afterward
Not every business fits inside a standard package, and yours shouldn’t have to. If you’re looking for something beyond what we’ve listed, let us know. We’ll create a custom bookkeeping solution designed to match your vision, your goals, and the way you want to grow.
