GREATER NASH
BOOKKEEPING
SERVICES
Monthly Bookkeeping
Virtual Bookeeping Solutions for your business.
WHAT WE DO
Keep your finances organized and up to date with consistent, reliable monthly bookkeeping. We reconcile accounts, categorize transactions, and provide clear reports so you always know where your business stands.
WHAT YOU GET
✔ All transactions categorized
✔ Monthly bank & credit card reconciliation
✔ Customized Chart of Accounts
✔ Adjusting Journal Entries
✔ Monthly financial statements
✔ Client Portal for easy communication
✔ Tax-ready handoff for your CPA
Pricing: Starts at $250/month
All clients are quoted individually to meet their specific needs.
Diagnostic Review
Get a real understanding of your books.
Step 1:
We Perform Diagnostic Review
✔ Review Quickbooks setup for accuracy
✔ Review bank accounts & credit cards for correctness, accuracy, and reconciliation
✔ Review Income Statement and Balance Sheet accounts for accuracy
✔ Review A/R and A/P
✔ Comprehensive report of findings
✔ 30-minute call to review results
Step 2:
You Get a Comprehensive Report
After the Diagnostic Review is complete, you will receive a Detailed Report and a 30-minute call to go over our findings. Our goal is to give you an understanding of the health of your books - and to know how to fix it. Whether we fix it, or someone else does, this report gives you the tools to get started.
Price: $300
Includes Review, Detailed Report of Findings, and 30-Minute Call
Clean-Up & Catch-Up
Tidy up your books so that you can grow on a solid foundation.
WHAT WE DO
If your books have fallen behind or previous months need to be cleaned-up, we’ll bring your accounts up-to-date quickly and accurately. We clean-up past months by reviewing every account and transaction to correct issues, and ensure your books are ready for growth, taxes, and confident decision-making.
WHAT YOU GET
✔ Every transaction reviewed & corrected
✔ Bank & credit cards reconciled monthly
✔ A/P and A/R reviewed & corrected
✔ Customize & fix Chart of Accounts
✔ Adjusting Journal Entries, as needed
✔ Balance Sheet and Income Statement reviewed in full & corrected
✔ Client Portal for easy uploads, questions, & communication
✔ Tax-ready handoff for your CPA
Pricing: Per Request
All clients are quoted individually based on months/years needed and timelines.
OUR CLIENT GUARANTEES
Customized Books
Your business is unique - and we love that! We will custom tailor your books to fit your business needs in a way that gives you the most accurate reflection for month-to-month business decisions.
Partnership
Bookkeeping only works through partnership. We are dedicated to making sure that you feel comfortable and confident in your books as your business grows through the seasons.
Financial Reporting
Every month, you will receive Financial Statements in a format that makes them easy to understand. We want you to have clear visibility into your business to affect change & profit!
Communication
Communication is vital - for you and for us. We are committed to ensure that communication lines remain open and that you feel confident reaching out at any time with any question.