ComplianceWe've spent years iterating on a workflow to capture all your transactions in a way that is as 'painless as possible'. We’re skilled and certified in Xero (our accounting system of choice) and many of the various add-on SAAS tools necessary to make this possible. Here's what you get when you choose us as your bookkeeping team:
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Starting |
Growing |
Thriving |
750 |
1500 |
4000 |
Best for startups that want to focus on building their business and can catch up on a quarterly basis |
Best for businesses that have gained some traction and need a little more support, with monthly reporting. |
Best for businesses that have timely reporting needs, lots of transactions and/or multiple stakeholders. |
Quarterly cash & accrual bookkeeping |
Monthly cash & accrual bookkeeping |
Weekly cash & accrual bookkeeping |
Quarterly management reporting |
Monthly management reporting |
Monthly management reporting |
Shared Cloud Storage |
Shared Cloud Storage |
Shared Cloud Storage |
Accounting Software/SAAS included |
Accounting Software/SAAS included |
Accounting Software/SAAS included |
Annual business income tax returns (Fed+1 state) |
Annual business income tax returns (Fed+1 state) |
Annual business income tax returns (Fed+1 state) |
W9 requests & Annual Form 1099 filings |
W9 requests & Annual Form 1099 filings |
W9 requests & Annual Form 1099 filings |
Annual franchise tax filings |
Annual franchise tax filings |
Annual franchise tax filings |
Quarterly income tax estimates (Fed & 1 state) |
Quarterly income tax estimates (Fed & 1 state) |
Quarterly income tax estimates (Fed & 1 state) |
Sales tax registration & filing (1 state, additional states extra) |
Sales tax registration & filing (1 state, additional states extra) |
Sales tax registration & filing (1 state, additional states extra) |
No payroll administration (add on service, if needed) |
Payroll administration |
Payroll administration |
Annual Form 1099 reporting (up to 10 contractors add-on service if more than that) |
Annual Form 1099 reporting (up to 10 contractors add-on service if more than that) |
Annual Form 1099 reporting (up to 10 contractors add-on service if more than that) |
Annual franchise tax filings |
Annual franchise tax filings |
Annual franchise tax filings |
Email support (weekly response time) |
Email support (two business day response time) |
Email support Invite us to your Slack/Teams (one business day response time) |
The following add-on services are offered in addition to our basic bookkeeping:
PayrollWhether you have employees, contractors or both, we'll setup and maintain your payroll. This not only handle all payments, taxes & filing but will integrate with the accounting system. This includes:
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Bill PayThrough a shared digital bill pay system, we help you make timely payments to your suppliers and vendors. Your digital authorization is all that is needed to release all your A/P checks. This includes:
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InvoicingWhether you have your own system for invoicing clients (Freshbooks, Shopify, POS, etc.) or you want to utilize Xero's embedded invoicing system, we review and manage invoicing to your clients, existing A/R and late payment collecting. This includes:
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InventoryManagement of your inventory based business is knowing what you have on hand and what you have in the pipeline. If you're kitting, manufacturing, or just retailing we help you manage the inventory of your business better. This includes:
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TrainingThe DIY strain runs deep in small business owners. If you are looking to a more hands-on approach to your books then we can help you get the training you need. We offer training, insight and support to enable you to do your own bookkeeping.
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CoachingKnowing, technically, how to do something is one thing, applying the technical tools is another. Our coaching offers a touchstone to support you as you run your business. We review your reports and meet with you to review your work and offer insights so that you can get the most out of your business.
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ImplementThe most critical step to making your accounting system work is the set-up. There are many systems and software choices out there, how do you know what will work the best for your business? We bring software and industry knowledge and work with you to synthesize those needs to the best software choices for your business to succeed.
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- All plans are month-to-month.
- Our services fees are ACH debited monthly on the 1st day of each month.
- Annual income taxes are filed on time, if extensions are needed then additional fees apply, for both Federal and each state(s).
- Any foreign and/or related party income tax reporting is additional (FBAR, 5471, 5472, etc.).