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Pricing for our monthly accounting services varies by your company’s needs. Our pricing is not based on the size of your company, rather our pricing model is based on your company’s accounting activity and the complexity of your financial statements. We will work with you to arrive at an affordable, fixed monthly fee. Our fixed-monthly fees are all-inclusive; services provided include profit and loss statements, balance sheets, bank reconciliation, business tax work, sales tax filings, audit representation, and unlimited consultations.

To efficiently help you with your business goals, we require access to your source documents — either in electronic or hard copy form. Common documents include, but are not limited to, bank statements, credit card statements, sales systems (POS), software (i.e. Quickbooks), inventory, accounts payable, and accounts receivable. Depending on your level of expertise, we will train clients on how to prepare these documents. What we require from you will be customized to your unique business.

Our monthly accounting process starts with receiving your source documents. Our staff compiles the information and reports back to you with a profit and loss statement, balance sheet, and general ledger. These monthly financial reports are presented in digital or hard copy form and become the foundation for our monthly conversations.

If your business is too small to hire an in-house accountant or you simply don’t have the desire to do it yourself, you should consider outsourcing the task. While QuickBooks is used by many small-business owners, the software can be more complicated than first realized. By outsourcing your accounting, you free yourself to focus on other aspects of your business.

Working with a professional accounting service offers you security and peace of mind. It’s a smart business choice for your company, but you need to decide which accountant or accounting firm is right for you.