Accounting & Bookkeeping Services


Accounting & Bookkeeping Services

Bookkeeping seems simple. It's just tracking transactions, categorizing them, reconciling them, then creating reports. But, it can quickly become frustrating. Lost transactions, incorrect entires, and software problems can lead to hours of frustration.

All that stress and monotony doesn't make bookkeeping any less crucial. Well kept records will help you better understand your business and make well-informed decisions. Without good records, you'll be flying blind with your livelihood on the line.

When you're ready, call me, text me, or email me, and we’ll make you an appointment. I'll keep your records in order so you can focus on your business.


Plans

Big
Monthly Investment Starts at
$285
  • 75 Transactions, Entered and Categorized
  • 2 Bank or Credit Card Accounts Reconcilied
  • Quarterly
    Profit & Loss Reports
  • Anytime, anywhere access
  • Automatic Bank and Credit Card Statement Retrieval
  • Included Software:
    Xero,
    Expensify (1 user),
    T-Sheets (1 user),
    & Hubdoc subscriptions
Bigger
Monthly Investment Starts at
$465
  • 150 Transactions, Entered and Categorized
  • 4 Bank or Credit Card Accounts Reconcilied
  • Quarterly
    Profit & Loss Reports
  • Anytime, anywhere access
  • Automatic Bank and Credit Card Statement Retrieval
  • Included Software:
    Xero,
    Expensify (3 users),
    T-Sheets (3 users),
    & Hubdoc subscriptions
Biggest
Monthly Investment Starts at
$605
  • 225 Transactions, Entered and Categorized
  • 6 Bank or Credit Card Accounts Reconcilied
  • Monthly
    Profit & Loss Reports
  • Anytime, anywhere access
  • Automatic Bank and Credit Card Statement Retrieval
  • Included Software:
    Xero,
    Expensify (5 users),
    T-Sheets (5 users),
    & Hubdoc subscriptions

Special discounted pricing for 501(c)(3) non-profits.


Why Xero

Xero is an easy to use but powerful online accounting system that’s designed specifically for small businesses. It has built-in tools to keep track of all your revenue and expenses as well as send invoices, accept payments, and manage bills. Xero can also be connected to a wide variety of apps that help with time tracking, advanced reporting, payroll, and customer relationship management.

Most importantly, Xero makes your business's bookkeeping and accounting easier to understand and less stressful.

Xero Bookkeeping Software Certified Advisor


Why Hubdoc

Hubdoc simplifies document storage and bookkeeping by automatically downloading, organizing, and securely storing your financial statements from banks, credit cards, and vendors. If you ever need a statement, even if it's from a year ago, you'll know exactly where to find it.

Hubdoc Partner Hubdoc Certified Xero Partner