Monthly Accounting with Quickbooks
Keeping clean books & monthly reporting to help your business prosper.
This is where business finances get real. From keeping track of receipts, payroll, sales tax filings, mileage, expenses, and everything in between, there are multiple financial touchpoints that need to be addressed every month to keep your books clean and up-to-date.
Chances are, you didn’t start your business to learn how to be an accountant. We get it, and thankfully, we’re here to wear that hat for you. Our team is Quickbooks pro-certified and we start by setting our clients up on the platform to utilize its full capabilities to your advantage.
Our monthly services can include these and more:
Bookkeeping and monthly reporting
Financial Statement Preparation - Compilation
Payroll
Sales tax filing
Outsourced controllership
Budgeting & forecasting
Optimizing cash flow
Financial advice & strategy
Our Packages
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This package is designed for your peace of mind, knowing your monthly transactions are being tracked and recorded correctly. We’ll review your financial statements every month, make sure transactions are properly categorized, and ensure your balance sheet and profit/loss statements are accurate. Pricing depends on volume and starts at $500/month.
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This package is designed for those who need a higher level, more proactive level of service, like that of an in-house controller. We help you gain more insight on your company’s performance, the impact to your taxes at year end, and discuss strategies to increase profits and minimize tax liability. We’ll maintain your monthly books, setup your financial statements, and provide overall direction. You’ll also have unlimited access to our team of CPAs for questions or face-to-face meetings. Contact us for pricing.
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This package is designed for businesses with annual revenues exceeding $10 million. As your business’ “CFO” our responsibilities include everything needed to ensure the best financial health of your business overall. In addition to monthly maintenance, we generate short and long-term plans, budgets, forecasts, and much more. Contact us for pricing.
Q: Is it more economical to hire in-house financial help or outsource to someone like you?
A: In most cases, outsourcing the work of an in-house controller or CFO will actually be the more economical choice. The current starting salary for an in-house CPA starts at $60,000-$70,000/year, an in-house controller starts at $100,000/year, and an in-house CFO can range between $150,000-$250,000/year depending on experience. Outsourcing this kind of work ensures that you’re not paying for downtime. We only charge our clients for the services you need and are able to customize our pricing accordingly.
Let’s make this month your best month.
The first step is just a simple conversation. Give us a call or request a free 15 minute consultation to get started and determine the best next steps.
(504) 304-2223
