We offer three service plans for flexibility of needs of your business.

Bookkeeping Plus

You can concentrate on managing your business while we take care of the back-office tasks with our Bookkeeping Plus service.
  • Bookkeeping service Included
  • Full AR Services
  • Full AP Services
  • Fixed Asset Tracking (if applicable) 
  • Cashflow management
  • Expense management
  • Budget Creation and Review

Bookkeeping Service

By handling the back-office tasks for you, our bookkeeping service enables you to concentrate on running your business.
  • Record Keeping Service included
  • AR Management
  • AP Management
  • Sales Tax Management
  • Choice Between

Full Service AP


Budgeting, Cashflow, and Expense Management

Record Keeping Service

You manage your business, pay your bills, and invoice your clients while we take care of the record-keeping. Every detail is entered for you.
  • Review of Transactions
  • Entry of Transactions
  • Reconcile Bank and Credit Card Accounts
  • Payroll Journal Entries provided by outsourced payroll providers
  • Balance Liability Accounts
  • General Journal Entries, as needed
  • 1099/1096 report review

Our plans also include:

Phone/Email support In House Financial Reports Collaboration with your CPA
QuickBooks Support Financial Report Meetings Discounts for checks and deposit slips


“Jim made it possible for me to focus more on the end of my business I know about. I do not need to worry about the bookkeeping end. I run a small machine shop and he does all my billing and other day to day services. He works well with my accountant. I am happy I found him.” – Steve Irvine Hi-Tech Turning & Milling”

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