Starter Package

This package is simple after-the-fact bookkeeping where we enter your transactions and close out each month in 1-2 work blocks per month on our schedule.  We schedule our work blocks in advance based on a mutually agreed schedule, and must receive all your paperwork on time to begin work. Therefore you must be organized, meet deadlines, and be a prompt and clear communicator.  If you need more accountability and/or guidance with meeting your obligations and understanding your books please look into our regular packages.

To qualify for this package you must meet these criteria.

• No more than 2 banking accounts (includes checking, savings, paypal, credit cards, etc.)
• Less than 50 transactions per month
• One revenue stream/platform
• One point of contact
• One state reporting agency

You can have one of these add-on service (some restrictions apply)

• Simple payroll – officer only salaries or 1-2 employees with no-frills payroll
• Bill pay service
• Invoice creation
• E-commerce integration (up to 100 additional transactions per month through the integration)
• Custom report
• Customized process or project unique to your business