Exquisite services
Our Basic Service Package is designed for individuals, freelancers, and small businesses that need simple, reliable bookkeeping support. This package includes monthly bookkeeping with categorization of income and expenses, recording of bank and credit card transactions, and monthly reconciliation for one bank account and one credit card account. Clients also receive monthly financial statements, including a Profit & Loss and Balance Sheet summary. This option is ideal for new business owners, side hustlers, and single-member LLCs who want clean, organized books without added complexity. Services such as payroll, tax preparation, invoicing, bill pay, additional accounts, custom reporting, and catch-up bookkeeping are not included but can be added as needed.
Our Intermediate Service Package is ideal for growing small businesses that need more support than basic bookkeeping but aren’t ready for full-scale accounting management. This package includes comprehensive monthly bookkeeping, reconciliation for multiple bank and credit card accounts, and detailed monthly financial statements with insights to help you understand your business performance. It also includes basic accounts receivable and accounts payable support, such as invoice tracking and organization of vendor bills. Clients receive priority email support with faster response times for financial questions or clarification. This service is perfect for businesses experiencing increased transactions, expanding operations, or needing more hands-on financial oversight without the cost of a premium plan.
Our Advanced Service Package is designed for businesses that need full, high-level financial management and strategic support. This package includes complete monthly bookkeeping, reconciliation for all financial accounts, and in-depth financial statements with customized reporting tailored to your business goals. Clients receive advanced accounts receivable and accounts payable management, cash-flow monitoring, budgeting, and forecasting to help guide informed decision-making. You also receive priority support with rapid response times, quarterly financial reviews, and strategic advisory to help optimize operations and strengthen profitability.
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Navigating the world of numbers can feel overwhelming, but you're never alone in your journey with us. Schedule a chat today and discover how our friendly team can make accounting feel like a breeze.
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Welcome to your trusted partner in accounting and auditing, where our dedicated team is here to support you with dependable expertise and friendly service. Join our community and experience a personalized approach to financial success with professionals who truly care about your journey.
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