Who this helps
Is this the right support?
Owners who need current books without managing every reconciliation themselves. Particularly useful when bank feeds are connected but uncategorized transactions and unanswered questions keep building up.
Remote accounting services across the United States
Our online bookkeeping service keeps small-business records organized through transaction classification, bank and credit-card reconciliations, and monthly financial reports. Virtual collaboration gives you a consistent bookkeeping process wherever your U.S. business operates.
Discuss your needsWho this helps
Owners who need current books without managing every reconciliation themselves. Particularly useful when bank feeds are connected but uncategorized transactions and unanswered questions keep building up.
Engagement scope
A clear starting point
A reconciled set of monthly records, profit and loss and balance sheet reports, and a list of questions or exceptions that need your input.
Your accounting platform, the most recently reconciled period, a list of bank and credit-card accounts, and an estimate of monthly transaction volume. Share statements through the agreed secure channel after onboarding.
We agree the scope, responsibilities, schedule, and fee before work begins. Meetings and document exchange take place remotely, with timing arranged around your team.
Our standard monthly rates are $299/month for Essentials, $599/month for Professional, and $999/month for Complete. Compare monthly bookkeeping packages and scope. Historical cleanup and additional services are quoted separately.
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