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Everything in Essential Bookkeeping Plus:
- Biweekly bookkeeping updates
- Accounts receivable monitoring
- Accounts payable monitoring
- Customer invoice tracking
- Vendor bill tracking
- Cash flow monitoring
- Monthly financial statement review & Meeting
- Monthly management reporting
- Payroll processing
- Payroll tax filing support
- Payroll liability reconciliation
- Sales tax liability reconciliation
- Basic sales tax filing support
- Contractor payment tracking
- 1099 preparation support
- Quarterly financial review
- Quarterly tax-ready financial package
- Ongoing accounting support by email
Recommended Service Limits:
- Up to 5 bank/credit card accounts
- Up to 500 monthly transactions
- Payroll for up to 10 employees
- Up to 1 business entity (LLC or SCorp)
- Up to 2 sales tax jurisdictions
- Biweekly bookkeeping maintenance
Revenue $500-$750k
For growing businesses that need more oversight, financial reporting, accounts receivable/payable support, and ongoing payroll assistance.
Best For
Growing contractors, HVAC companies, electricians, plumbers, restaurants, e-commerce businesses, retailers, and professional service companies with payroll and increasing transaction volume.
Consistent Delivery
Monthly financial reports sent to you by the 10th of every month