SIMPLE VIRTUAL BOOKKEEPING
VIRTUAL BOOKKEEPING SERVICES
Here is a quick glance at all the things we can help you with!
Start a Business
We can help you setup your LLC, incorporate your business or register you for any tax ID number you need. Our business formation service includes registered agent service for maximum privacy and legal compliance, error-free filing guarantees, and free mail forwarding.
Strategy Sessions
We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.
Income Tax Help
Our team offers stellar tax planning meetings and tax preparation for your business and personal tax returns.
Financial Reporting
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
CHOOSE THE PERFECT PLAN
This basic bookkeeping package includes monthly tracking of your income and expense transactions, review and reconcile your books and issue pristine financial reports every month delivered via email.
BASIC
- Transaction <50
- Bank Accounts 1
- Credit Cards 1
- A/P up to 5
- Financial Reporting
ADVANCE
- Transaction <100
- Bank Accounts 2
- Credit Cards 2
- A/P up to 10
- Financial Reporting
PREMIUM
- Transaction <200
- Bank Accounts 3
- Credit Cards 3
- A/P up to 20
- Financial Reporting
FREQUENTLY ASKED QUESTIONS
Many of our team members are Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before; we have a lot of resources in our back pocket to find an answer for you fast.
Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your bookkeeping package. These add-on’s include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.
Once you have selected to enroll in your Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best.
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 48 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.
Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions – Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We highly recommend signing up for Essentials or Plus to start.
Nope! No contract is required. However, there are no partial month refunds.
Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.