Bookkeeping Projects

A minimalist beige and cream interior with a textured wall, featuring a white vase with branches and a large, textured spherical sculpture.

Diagnostic

$100

  • Diagnostic report for catchup/cleanup bookkeeping

  • Report delivered within 3 business days

  • Fee credited to accepted catchup/cleanup bookkeeping services

Minimalist wooden desk accessories including pens, spheres, bowls, and geometric shapes on a light surface with natural light

Catch-up Bookkeeping

  • Catchup bookkeeping up to 6 months

  • Tax returns current

  • Project completed within 45 days of receipt of all requested documentation

A beige ribbed sphere, a marble tray with a small cylindrical metal object, a textured beige fabric, and a white marble surface with subtle veins and shadows.

Cleanup Bookkeeping

  • 6 to 24 months, not to exceed 2 calendar years of bookkeeping

  • Project completion based on cleanup period

Interval Bookkeeping

Monthly Bookkeeping

  • Import transactions

  • Categorize up to 300 transactions

  • Prepare adjusting entries

  • Reconcile all balance sheet accounts

  • Provide balance sheet, profit and loss, and cash flow statements within 15 days after all required documents are submitted.

Quarterly Bookkeeping

  • Import transactions for the quarter

  • Categorize up to 900 transactions per quarter

  • Prepare quarterly adjusting entries

  • Reconcile all balance sheet accounts for the quarter

  • Provide balance sheet, profit and loss, and cash flow statements within 30 days after all required documents are submitted.

Work With Us
A desk with a pair of eyeglasses, an open notebook, a glass of water, and two decorative vases, one with a single orange poppy flower, and a person's hands holding a pen over a blank page.
Person flipping through a sample book or catalog with various textured material samples and small ceramic dishes on a wooden table.

Bookkeeping Add-Ons

Bank Statement Fetch

$3.75/statement

Automatically fetch your statements through Leger Docs to eliminate the tedious task of manually uploading bank statements.

Tax Return Services

Tax Return Deposit
$100.00

  • Comprehensive Tax Audit Defense™ coverage up to $1 million and Identity Theft Restoration services, provided through our exclusive partnership with Protection Plus

  • Guaranteed tax filing by April 15th, or we will file your Federal and state extensions at no additional cost ($150 value)

  • 2024 IRS Income Verification Transcript included at no extra charge ($100 value)

  • Your $100 deposit will be applied as a credit toward your final invoice

Contact us

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