Ideal for businesses seeking robust support, this package delivers essential bookkeeping services focused on accuracy, compliance, and streamlined processes to ensure your operations run seamlessly.
the balanced blueprint
Elevate your financial management with our comprehensive, controller-level service. This package offers strategic oversight, advanced reporting, and proactive planning to enhance your business's financial health.
the luxe ledger
Introducing our Balance Blueprint Package—your go-to solution for essential financial management with a touch of flair. Here's what you'll enjoy:
Monthly Income & Expense Categorization: We meticulously organize your financial transactions each month, offering a clear and detailed view of your business's financial health.
Monthly Bank Reconciliations: Ensuring your bank statements align perfectly with your records, we promptly identify and address any discrepancies.
Monthly Profit & Loss Statements Delivered by the 20th: Receive comprehensive reports in your inbox by the 20th of each month, providing timely insights into your revenue and expenditures.
Unlimited Email Support: Have questions or need assistance? Our team is readily available via email to provide prompt and thorough support.
Collaboration with Your CPA: We work closely with your Certified Public Accountant, ensuring seamless communication and a unified approach to your financial strategies.
The Balance Blueprint Package is designed to provide you with the foundational support necessary for accurate and efficient financial operations, all while adding a dash of personality to your business's financial narrative.
the balanced blueprint
Here’s What's Included
Introducing our Ledger Luxe Package—your all-access pass to top-tier financial finesse. In addition to all of the service offerings under The Balanced Blueprint, here's the VIP treatment you'll receive:
Comprehensive CFO Dashboard: Access an interactive dashboard filled with graphs, visuals, and a plethora of valuable features, offering an in-depth analysis of your financial status. Trust us, it's impressive.
Additional Reports as Needed: Beyond standard reporting, we provide customized reports tailored to your specific business requirements whenever necessary.
Annual 1099-NEC Filings: We handle the preparation and filing of your annual 1099-NEC forms, ensuring compliance with all regulatory requirements.
Strategic Consultations as Needed: Engage in strategy calls whenever necessary to discuss financial planning, growth opportunities, and other critical business decisions.
Payroll Management for S Corporations: We manage payroll processes for S corporations, ensuring accurate and timely compensation for your team.
QuickBooks Subscription Included: Enjoy full access to QuickBooks, our preferred accounting software, included as part of this package to streamline your financial management.
The Ledger Luxe Package is meticulously crafted to offer you a comprehensive financial management solution, empowering your business with clarity, efficiency, and strategic foresight.
the luxe ledger
note: for sole props/llcs with under 50 monthly transactions and three bank accounts
Ready to wrap up those books and celebrate? Let's get it done!