Precision Bookkeeping Services
Pick the Support Level That Fits
All plans are flat monthly retainers based on volume and workflow. We confirm the final rate after a quick review of your accounts and needs.
Our Packages
Simple Start
Categorize your transactions for your P and L and Schedule C
Reconcile your accounts
Email support for bookkeeping questions
Essentials
Categorize your transactions for your P and L and Schedule C
Reconcile your accounts
Advanced
Categorize your transactions for your P and L and Schedule C
Reconcile your accounts
Full service A P and A R management. We will create your bills and invoices and track payments.
Every Plan Includes
QuickBooks Online setup or optimization
Secure bank feed connections and posting rules
Document sharing through a secure cloud folder
Month end close and quality checks
Clear email updates and delivery of reports by the 10th
Behind on Your Books
If your records are late or messy, we can clean them up. We fix miscodings, reconcile past months, and organize documents so your numbers match your bank.
Our Simple Process
Steps:
Discovery
A short call to understand your goals and current setup.
Setup
Connect bank feeds, organize the chart of accounts, and set document sharing.
Monthly Close
Review
Let’s Simplify Your Books
Fill out our detailed contact form so we can understand your needs.
