MONTHLY ACCOUNTING
We provide basic monthly accounting services as a convenience for our small business tax clients
What is accounting
Getting Started
Meet with us to determine your specific needs.
Pay a retainer.
We will compile your data into a starting Balance Sheet and review it with you to ensure we have a solid starting point.
What we do for you each month

Download and categorize your bank transactions

Reconcile your bank and credit card accounts

Record adjustments as needed (depreciation, interest, etc.)

Provide 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 will also let you know how your business is doing to help you make better business decisions. As an additional service, we can provide consulting, analysis, and insight on how to get the most value from your financial statements.

Pricing
- Pay a retainer of $750 that will apply towards future hourly work.
- We will bill hourly for the first 3 months (after retainer is used).
- We will set a monthly amount after the first 3 months, once we have determined the amount of monthly work.
- The monthly cost is often between $300-1,200 but will vary depending on the size and complexity of the business.
Financial Statement Preparation
We can help with basic business needs such as the creation of various financial reports that provide information about your company’s financial health. The main financial reports that are typically prepared are the Balance Sheet and the Profit & Loss. Accurate preparation of these reports requires a comprehensive understanding of accounting principles and practices, as well as the ability to accurately record financial transactions and calculate financial ratios and metrics.
Financial statement preparation requires a comprehensive understanding of accounting principles and practices, as well as the ability to accurately record financial transactions and calculate financial ratios and metrics.


Tax Planning and Filing
Financial Budgeting and Forecasting


Bookkeeping
Payroll
Our firm offers basic payroll services to help you manage your business’s payroll needs with ease. Our experienced team of professionals handles all aspects of payroll, from processing employee paychecks to managing tax withholding and payroll tax filings. We use the best technology to ensure that your payroll is processed accurately, efficiently, and securely. Our services are flexible and customizable, so you can choose the options that best meet your needs.


General Accounting Consultation
We understand that business finances can be expansive. That is why we offer expert general accounting consulting services to help you stay on top of your financial affairs.
Our team of professional accountants has years of experience providing financial guidance and support to businesses and individuals. We work closely with you to understand your unique needs and goals and provide customized solutions that help you achieve financial success.
Our general accounting consultation services are designed to be comprehensive and efficient. Our use of the latest technology and accounting software helps us ensure that your financial information is accurate and up-to-date.
Our team is dedicated to providing you with the support you need to make informed financial decisions. We understand that managing your finances can be overwhelming, which is why we’re here to help.
Get Accounting Help
Your business needs don’t rest. Let us help you manage the most menial parts of your business so you can invest your time and energy into other parts of your business. Contact us today to learn how we can help with general accounting needs!
Our team is dedicated to providing you with the support you need to make informed financial decisions. We understand that managing your finances can be overwhelming, which is why we’re here to help.
Please contact us to discuss your accounting needs, so we can customize a solution that will work best for you.
OUR TESTIMOIALS
Even though we think we’re pretty great, here is what people like you have to say about our work.
