Bookkeeping Plan

Designed for companies who are generating consistent revenue.

This plan starts with an In-Depth Review or Startup Setup after which the Bookkeeping Plan begins.

In-Depth Review:

  • Review Client Financials and Accounting Records
  • Review Client Tax Returns and Tax Structure
  • Review Chart of Accounts and Locate Errors

Startup Setup:

  • Accounting System Setup
  • Vendor and Customer Setup
  • Bank Account Setup Assistance
  • Legal Entity Review/Setup Assistance

Bookkeeping Plan:

  • Transaction Classifications
  • Monthly Bookkeeping
  • Monthly Reconciliations
  • Monthly Profit & Loss
  • Subcontractor 1099's Prepared

Recommended Add Ons:

  • Income Tax Return
  • Quarterly Tax Projections
  • Payroll Review
  • Sales Tax Review
  • 60 Minute Quarterly Meeting With CPA


Get Started Today!