Who it’s for
Owners who are spending nights on bookkeeping, are behind on reconciliations, or don’t have a clear picture of cash flow. Bookkeeping, payroll and collections hold back many small businesses. We take them off your plate.
What’s included
- Monthly bookkeeping & bank reconciliations
- Payroll processing & payroll tax filings
- Accounts payable & accounts receivable
- Monthly profit & loss and balance sheet
- Sales tax filings
- Year-end 1099s and W-2s
- Clean-up of past-due or messy books
Want more than bookkeeping? Our CFO services turn your books into forecasts, budgets and a plan for growth.
How it works
We start with a free consultation to review your current books and software. After any catch-up work, you get a fixed monthly fee, a monthly report and a direct line to your bookkeeper.
Pricing
Every plan is built around your business, including your transaction volume and number of employees. Call (518) 291-1295 and our team will put together a plan and quote for you.
Common questions
What software do you work with?
QuickBooks Online, Xero, … If you don’t have software yet, we’ll recommend one and set it up for you.
Am I locked into a contract?
Plans are month-to-month. Cancel any time with 30 days’ notice.