Accurate Monthly Financials: Receive a clear Profit & Loss (P&L) Statement and Balance Sheet each month, so you always know where your business stands.
Complete Account Reconciliation: We meticulously reconcile all transactions from your bank and credit card accounts in Xero, ensuring every penny is accounted for.
Organized Expense & Income Tracking: All your business transactions are properly categorized, making it easy to understand your cash flow and spending.
Seamless Cloud Integration: We work directly within Xero (or your preferred cloud platform), providing you with real-time access to your numbers, anytime, anywhere.
Dedicated Support: Get ongoing peace of mind with a dedicated bookkeeper ready to answer your questions and keep your financials on track.
Starting Price: $200.00 per month
Tax-Ready Financial Statements: We organize your annual transactions to provide you with a clear Profit & Loss (P&L) Statement and Balance Sheet, perfectly prepared for your tax accountant.
Flexible Data Processing: Whether your records are in Xero or a spreadsheet, we'll work with your existing data to get your books in order for the year.
Essential Transaction Categorization: All your income and expenses for the year will be properly categorized, making tax filing smoother and more accurate.
Tax Accountant Liaison (Limited): We can assist with basic coordination and provide schedules to your tax accountant, provided it's straightforward and doesn't require extensive custom reporting.
Starting Price: $400.00 per year (based on volume of transactions)
Includes Everything from Monthly Bookkeeping: Enjoy all the benefits of our standard monthly service – accurate reconciliation, P&L, and Balance Sheet.
In-Depth Monthly Business Review: Participate in a dedicated monthly meeting to discuss your financial performance, identify key trends, and strategize for future growth.
Key Performance Indicator (KPI) Tracking: We'll help you pinpoint and monitor the crucial metrics that truly drive your business success, beyond just basic numbers.
Customized Financial Reporting: Receive tailored reports and dashboards providing more detailed insights into areas like revenue streams, expense breakdowns, and profitability per service or product.
Actionable Business Insights: Get proactive recommendations and strategic advice based on your real-time data, empowering you to make smarter, more confident decisions.
Leveraging Cloud Analytics: We maximize the power of Xero and integrated tools to provide you with a deeper, more comprehensive understanding of your business health.
Starting Price: $500.00 per month
Hear directly from Pete Sanchez, a busy real estate professional, on how our exceptional bookkeeping and accounting services have freed up his time for over four years. He's so impressed, he's referred over 20 people!
Benefit from expert accounting knowledge delivered in clear, easy-to-understand terms. We cut through the jargon so you can focus on running your business.
Leverage the power of Xero for real-time insights, seamless data, and unparalleled convenience. Our proficiency ensures you get the most out of your cloud accounting.
We're not just bookkeepers; we're your dedicated financial partners. We provide proactive advice and personalized attention to help you achieve your unique business goals.
We understand the unique challenges and opportunities of small businesses like yours, helping you navigate financial complexities with ease.
Our ultimate goal is to free up your time and provide the financial clarity you need to make confident decisions and truly thrive.