We provide basic monthly accounting services as a convenience for our small business tax clients who want our help so they can focus on other things, like running their business, growing their business, or spending time with family; or those who just want to simplify their lives and get rid of some stress. If this sounds like your situation, then let us take care of your books for you.
Our Monthly Accounting Service includes:
- Downloading and categorizing your bank transactions
- Reconciling your bank account(s)
- Recording adjustments as needed (depreciation, interest, etc.)
- Providing you with monthly Profit & Loss and Balance Sheet reports
This information is required for your taxes at the end of the year and is often required by banks for loans.
It can also let you know how your business is doing to help you make better business decisions.
$150 – Transaction volume up to 100/month
$250 – Transaction volume up to 200/month
$400 – Transaction volume up to 400/month
$750 – Transaction volume up to 1,000/month
These are pricing guidelines and may vary based on your specific needs
Please contact us to discuss your accounting needs, so we can customize a solution that will work best for you.
“This is one of those business contacts you just don’t want to lose track of because you know that if you really get into a jam, Eric and his competent staff won’t leave you hanging. I met Eric through a professional networking group and I knew at the end of our discussion that he was my tax guy. He’s untangled my weird personal and professional accounting needs, and I really appreciate him as a consummate professional. Highly recommended!”