Choose the bookkeeping solution that fits your business.
Foundation
For very small, straightforward businesses
• Transaction categorization
• Bank and credit card reconciliations
• Basic month-end close
• Profit and loss and balance sheet reporting
• Routine bookkeeping corrections
• Tax-preparer-ready records
Core
For established small businesses needing ongoing bookkeeping
• Everything in Foundation
• Higher transaction volume and account complexity
• More involved bookkeeping review
• Standard monthly financial reporting
• Virtual support for bookkeeping questions as needed
Insight
Bookkeeping plus deeper financial review
• Everything in Core
• Deeper monthly financial review
• Period comparisons
• Cash flow observations
• Identification of unusual activity
• Written financial observations as appropriate
Custom
Higher volume or more complex bookkeeping
• Multiple entities or locations
• Higher transaction volume
• Complex A/R or A/P
• Specialized reporting
• Other substantially time-intensive work
Optional Services
Enhance your bookkeeping with add-on support tailored to your needs:
- • A/R Support – Customer invoicing support
• A/P Support – Vendor bill and payment support
• QuickBooks Setup – QuickBooks setup for your business
• Catch-Up / Clean-Up – Bring your books up to date
• Standalone Financial Review – One-time financial review
• 1099 compliance and filing – 1099 preparation and filing support
• Inventory tracking – Inventory tracking support