
Affordable, Reliable Outsourced Accounting Services
What’s Included?
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We’ll handle all of your day-to-day bookkeeping, ensuring every transaction is recorded accurately.
This will make your accounting system far more agile, ready for use in any situation.
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Receive monthly Profit & Loss and Balance Sheet reports, so you always know how your business is performing.
Your statements will be accompanied by a video explaining your financial health & flagging any important information.
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We’ll make sure your accounts are balanced and match your accounting system, preventing any discrepancies.
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Easily monitor your business spending to keep your budget in check and plan for future growth.
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Have questions?
Our team is always available via email to provide timely answers and guidance.
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1099 preparation and filing, liaising with your choice of tax filer.
Why Choose the essentials?
Affordability: Starting at just $199/month, the Essentials Package is an ideal choice for small businesses looking for professional outsourced accounting services without breaking the bank.
Reliability: Our expert team ensures every transaction is recorded accurately, giving you confidence in your numbers.
Time-Saving: Spend more time on what matters - growing your business - while we handle the financial details.
Scalable: As your business grows, our services can grow with you. Upgrade to another package as your financial needs expand.
Who is it for?
The essentials Package is perfect for:
Startups or small businesses just getting started.
Entrepreneurs who want to focus on building their business, not managing finances.
Businesses looking for accurate, consistent bookkeeping without hiring full-time staff.
Essentials Package
Essentials Package
Onboarding
We begin with reviewing your current accounting system, or creating one if you don’t already have one. From there, we will complete 2 - 3 onboarding calls to completely set up your accounting system (connecting accounts, payroll software, reporting software, etc.) and understand the flow of your business.
CLEAN UP & AUTOMATION
Clean up efforts will take place immediately following your onboarding call. We will simplify your chart of accounts to make the most sense to your business.
We utilize your accounting system to automate your accounting function. Utilizing notes from our onboarding, we will design bank rules to keep the books as up-to-date as possible. We will monitor these automations on a weekly basis to ensure proper working order.
ONGOING Support
On a monthly basis, we will provide pertinent reports to you and your team and track important metrics month-to-month. You’ll receive an explanatory video with your financials and an optional review meeting.
Pricing
Ranging from $199 - $499 per month, the Essentials Package offers unbeatable value for small businesses looking to offload their accounting tasks and get reliable, professional financial support.
Ready to simplify your business finances?
Get started with the essentials package today and gain peace of mind with expert accounting at your side.
FAQs
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Simply fill out the contact form above to begin. We’ll guide you through the onboarding process and make sure everything is set up for smooth accounting.
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Absolutely! As your business grows, we can seamlessly upgrade your services to match your expanding financial needs.
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No problem! We’ll integrate with your existing QuickBooks or Xero setup, or we can help you set up a new system.