Transform Your Business with Expert Financial Solutions Today!
✓ Streamline your finances and save valuable time.
✓ Get Started Now!
★★★★★
Working with this financial services team has transformed our business. Their expertise in bookkeeping and payroll has streamlined our operations, allowing us to focus on growth. I highly recommend their services to any small business looking for reliable support!
Mikko Virtanen
Small Business Solutions
01
Gather
All necessary financial documents will be collected.
We begin by gathering all relevant financial documents, ensuring we have everything needed for a thorough analysis.
02
Review
A detailed review of your financial data will be conducted.
During this step, we meticulously review your financial data to ensure accuracy and compliance with regulations.
03
Analyze
A comprehensive report will be generated.
In this step, we analyze your financial data to identify trends and insights.
04
Finalize
The final step ensures that all financial reports are accurate and ready for your review, providing peace of mind.
Self-Employed
For businesses with up to 50 transactions per month with 1 bank account or credit card account.
$199
/mo
Includes:
✓
Quickbooks Ledger (a $10/mo value)
✓
Download, Update, and Reconciliation of bank transactions and associated GL accounts
✓
Basic support up to 30 minutes per month
Freelancer
For businesses with up to 100 transactions per month with 1 bank account and up to 1 credit card account.
$349
/mo
Includes:
✓
Quickbooks Simple Start (a $38/mo value) Includes Bill Pay Basic
✓
Download, Update, and Reconciliation of bank transactions and associated GL accounts
✓
Basic support up to 45 minutes per month
Small Business
For businesses with up to 175 transactions per month with up to 3 bank or credit card accounts.
$499
/mo
Includes:
✓
Quickbooks Essential (a $75/mo value) Includes Quickbooks Simple Start Feature and Bill Pay Basic
✓
Download, Update, and Reconciliation of bank transactions and associated GL accounts
✓
Premium support up to 1 hour of phone support and unlimited email support
✓
Monthly Management Reports Package (P&L, Balance Sheet, and Statement of Cash Flow)
✓
3 admin users
Developing
For businesses with up to 225 transactions per month with up to 4 bank and/or credit card accounts
$799
/mo
Includes:
✓
Quickbooks Plus (a $115/mo value) Includes Quickbooks Essential Features and Bill Pay Basic
✓
Download, Update, and Reconciliation of bank transactions and associated GL accounts
✓
Premium support up to 2 hours of phone support and unlimited email support
✓
Monthly Management Reports Package (P&L, Balance Sheet, Statement of Cash Flow, A/R Aging, and A/P Aging