CLASSIC BOOKKEEPING
Minimum monthly price of $295*
- Reconciling of bank accounts, credit card accounts, and loans
- Setup/Adjust Chart of Accounts Specific to Management Needs using our Proprietary Chart of Accounts
- Available in monthly or quarterly packages
- Accrual Basis Reports for Management
- Monthly Financial Reports (Balance Sheet, Profit & Loss Statement, and Cash Flow Statement)
- Tax package created for your annual tax preparer
- We complete your annual work comp audit (included with payroll services)
- Custom Reporting Dashboard
CFO
SERVICES
Minimum monthly price of $595*
- Budgeting: Create a budget that shows calculations for all budget line items and clearly justifies/explains the need for these items.
- Cash Flow Tracking: Review and track all forms of cash flow to determine cash needs for the following 6-8 weeks.
- Analysis: Compare this cash flow analysis to the corporate strategic plan and 12-month rolling budget.
- Monthly Meeting: Meet with management monthly to discuss issues that arise in the course of the month with owner – to include key performance indicators (KPI’s)
CLEAN-UP ACCOUNTING
Pricing provided after your consultation call*
- Historical Clean-Up of Bookkeeping
- Make adjustments to QuickBooks Online using the latest filed tax return
- Reconcile all accounts
- Proper categorization of transactions
- Proper categorization of asset, liability, and equity accounts.
- Provide clean Profit & Loss statement and Balance Sheets that are ready for taxes!
*variable pricing based on transaction levels and complexity of accounts
More Custom-Tailored Bookkeeping Services
A LA CARTE SERVICES
- Full Service Payroll
- Accounts Receivable
- Accounts Payable
- 1099-MISC and 1099-NEC
- Sales Tax Filings
CLEAN-UP / CATCH-UP
How long has it been since your books have been reviewed by a professional?
Have they been reconciled to your latest tax return or inventory report?
Are your records ready for filing?
If these questions make your heart race, let us help you put your mind at ease.
How soon can we get started? (and other FAQ's)
Your business is unique; that’s why we create custom packages based on what will relieve your stress and/or your growth goals. When you book a call, we will chat about your business and find out how we can help!
We specialize in distributors, wholesalers, and e-commerce businesses, but we work with most industries! So if you’re a publisher, medical office, agency, consultant, coffee shop, etc… Let’s Talk!
Absolutely! We would do a catchup service where we put together financials for the tax periods that need to be filed, and then stay up-to-date with monthly bookkeeping so you’re ready to file taxes each year and also able to make decisions based on sound financial statements.
We do not provide tax preparation or planning services, but are happy to refer you to a tax provider that can help.
We use QuickBooks Online, Xero, and Wave for accounting software. However, we integrate a number of other software’s (such as shopify, salesforce, square, amazon, and many more!) so that you can see all of your financial data in one place.
Yes! All packages include a simple-to-understand review of your key financial statements; Income Statement, Balance Sheet, and Statement of Cash Flows.
Right away! Once you’ve signed the engagement agreement, we strive to have you fully onboarded within one week.
“…For years, I’ve struggled with managing bills and finances, feeling overwhelmed by the constant juggling act. Now, I can effortlessly track payments, schedule bills, and even anticipate future expenses. I highly recommend Build Your Books to any business owner looking to regain control of their finances.…”
Shannon G