TEL: 214-971-1901
BOOKKEEPING. ACCOUNTING. TAX SERVICES.
DONE RIGHT, ON TIME! EMPOWERING BUSINESS SUCCESS
Bookkeeping Services and Pricing
As an extended but integral member of your great team, we take custody of your Accounting records. We make sure your business transactions are recorded accurately and timely. We run reports periodically to help you make the right decisions and manage your business more effectively. We also provide basic or in-depth training, as needed, to help you understand and easily navigate your Bookkeeping system and process. Additionally, we are available to answer any questions you may have.
Please contact us today for further details. Or if you are ready to get started, please place your order with us today.
Please select the bookkeeping service you are ordering and click the buy now button below to make payment.
Simple
Standard
Comprehensive
$150/month
1
$200/month
1
$300/month
1
Set Up Books
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Set up your Chart of Accounts
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Add opening account balances
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Connect your bank accounts
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Reconcile the opening transactions
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Provide basic training on the Bookkeeping system (QuickBooks or other preferred system )
On-going Maintenance
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Update your books at the end of each month; includes categorizing and recording transactions; reconciling bank transactions (up to a total of two bank and other merchant accounts)
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Organize and retain all relevant supporting records on a secure site.
Month-end Close and Reporting
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Close your books at the end of each month
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Prepare and send you PDF copies of your financial statements (Balance Sheet, Income Statement, and Cash Flows Statement)
2
3
Set Up Books
​
-
Set up your Chart of Accounts
-
Add opening account balances
-
Connect your bank accounts
-
Reconcile the opening transactions
-
Provide basic training on the Bookkeeping system (QuickBooks or other preferred system )
On-going Maintenance
​
-
Update your books at the end of each week; includes categorizing and recording transactions; reconciling bank transactions (up to a total of four bank and other merchant accounts)
-
Organize and retain all relevant supporting records on a secure site.
Month-end Close and Reporting
​
-
Close your books at the end of each month
-
Prepare and send you PDF copies of your financial statements (Balance Sheet, Income Statement, and Cash Flows Statement), including Accounts Receivables aging report, outstanding checks listing, and a listing of balances owed to vendors/suppliers.
2
3
Set Up Books
​
-
Set up your Chart of Accounts
-
Add opening account balances
-
Connect your bank accounts
-
Reconcile the opening transactions
-
Provide basic training on the Bookkeeping system (QuickBooks or other preferred system )
On-going Maintenance
​
-
Update your books daily; includes categorizing and recording transactions; reconciling bank transactions (up to a total of seven bank and other merchant accounts)
-
Organize and retain all relevant supporting records on a secure site.
Month-end Close and Reporting
​
-
Close your books at the end of each month
-
Prepare and send you PDF copies of your financial statements (Balance Sheet, Income Statement, and Cash Flows Statement), including Accounts Receivables aging report, outstanding checks listing, and a listing of balances owed to vendors/suppliers.
-
Update your dashboard of key performance indicators
Review Financial Results
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Schedule monthly meetings to review the financial results for the month, identifying challenges and opportunities for the business.
2
3
Notes:
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3
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5% discount is given for an annual subscription. 25% of the service fee is due at sign up, with the remaining 75% due in three equal installments over a 3-month period beginning at the end of the first month of service.
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Subscription of one year or more is required for the first year, or Set Up service is billed separately ($250 value).
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One-time charge of $100 to provide training on another Bookkeeping system other than QuickBooks.