SERVICES

Custom Services:

When We Manage the Books “MONTHLY”

  • Puzzle.io Subscription Included (Accounting Software)
  • Monthly Recordkeeping
  • Unlimited Business Transaction Management
  • Accounts Management — Up to 2 accounts included (e.g., one bank and one credit card).
    Special packages available if you bank with Brex, Ramp, or Rippling.
  • Payment Processors — 1 included ( two included if one of them is Stripe)
  • Review & Revise Books — Corrections made as needed
  • Expense Categorization
  • Checking for duplicate entries or missing transactions
  • Ensuring correct dates for transactions (Cash-basis accounting)
  • Bank & Credit Card Reconciliations
  • Loan Tracking & Amortization Schedule Setup — Automatically included if your business has loans, with depreciation tracking when applicable
  • Document and track your business assets in the books
  • Payroll Transaction Recording
  • Transaction Notes / Audit Trail for Context

You Get Financial Clarity

  • Access to Your Monthly Financial Reports (Profit & Loss, Balance Sheet)
  • Year-End Closing Prep — Preparing books for your CPA, tax professional or whomever needs them
  • One 30-Minute Consultation with Your CPA or Tax Preparer — Coordination on key items such as depreciation

 Communication & Support Offered

  • Secure Client Portal — For resources, file sharing, and unlimited communication
  • One 30-Minute Call — Dedicated time for your questions
  • VIP Voxer Access (Add-On Option) — Real-time text & voice chat support between reports for on-the-go questions and insights

💬 Optional VIP Voxer Add-On

  • Unlimited Communication via Voxer (text or voice chat) — available as an optional upgrade for clients who want quick, direct access to their bookkeeper between monthly reports. No more feeling alone and lost with recordkeeping questions.
    Weekday messages with a 24-business hour response timePricing Varies $$

Stay connected and supported without waiting for your next check-in. Send quick questions or updates whenever something comes up.

Examples of what you might message about:

  • “Can you tell me how much I’ve spent on supplies so far this month?”
  • “I used my personal card for a business purchase.”
  • “How much did I make this month compared to last month?”
  • “What’s my current profit so far this quarter?”
  • “Can you double-check if this expense looks like it belongs to my business?”

✨Additional Charges (if applicable):

  • Extra accounts beyond included limits
  • Extra payment processors beyond included limits
  • Other special bookkeeping tasks outside the standard scope

Each package is custom, so we’ll discuss your business and exact needs in a discovery call.