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On this page you’ll find the various services we offer. You can hire us for a one-off project, a la carte for any of the services below, or partner with us to be your outsourced accounting department for a monthly recurring bundle of services.
For our tiered bookkeeping bundles shown below, the prices shown are for our recommended and preferred tech stack of Xero Accounting Software, Chase, Wells Fargo, or AmEx banking, and Shopify eCommerce.
Pricing increases based on the complexity of your business, including the use of credit unions or non-preferred banking and additional integrations. At the bottom of this page, you can see how we determine complexity based on volume of transactions, number of accounts, integrations, and more. The prices shown are the minimum monthly fee for each tier based on the least complex, or simple business.
Work with us:
Click here to complete our Client Interview Questionnaire where we will discover exactly how we can work together.
From there, we will reach out to you to schedule a consult. Afterward, you will receive a proposal detailing our work for you with pricing.
For new businesses or those wanting a fresh start (or re-start). Includes fully customized Xero account to help manage your business: Chart of Accounts, Tax Rates, Get-Paid-Professionally Invoices, Bank Account + Credit Card feed activation and imports, and eCommerce Integration mapping.
When you are not confident your numbers are correct, or have a backlog of transactions to be reconciled. Includes monthly reconciliation and account combing of all Revenue, Cost of Goods Sold, Operating Expenses, Assets, Liabilities and Equity accounts with up to date and finalized reports.
We will train you (and your team) in whatever capacity you will do on your end, whether working with us as part of your team, or doing it all yourself. Includes our best practices for efficiency, being paperless, maintenance and management. Inventory Management, Invoicing, Document Storage + More
Let us do our expert bookkeeping for you, so you can focus on creating jewelry and making sales. Just like having a master setter guarantee your quality control, we are certified bookkeepers and accountants that care. Includes real-time bank reconciliation and monthly management reports.
Quarterly or Annual Strategy Session to establish and formulate a plan for you to implement. Includes 3 year Dream Goals with Monthly, Quarterly, and Annual Milestones, Break Even Point, Sales Goals and Budget.
Establish the basis of how much you must earn and how many pieces at a price point to sell to cover all your costs including your pay. Is it reasonable and achievable? What is then needed to create a profit?
3-5 year Forecasts and/or Real Time Budgeting. We can do set budgets to compare to your actuals, but we also specialize in Real Time and Real Life Budgeting for Total Control and Clarity. Debt Paydown and Payoffs, Savings Goals, and more.
Know where you stand. We will verify the correctness of transactions and account balances, tie out the income statement and balance sheet, and review your numbers with you. You always walk away with a plan of action.
Tax compliance for State and Federal Tax Authorities:
We do not do Federal or State Business or Individual Income Tax
We love Gusto and use it to help you manage your team.
We can register and renew most state and federal forms for you.
Review your position and goals to select the right entity type for your business. Sole Proprietor, Partnerships, LLCs, S-Corp Election, Corporations advantages and disadvantages. Each state treats entities differently, so we do a cost analysis for your state, so you know the up front and ongoing cost and tax implications. Lawyers don’t know the finances behind entities – don’t leave this up to a lawyer!
*Pricing Structure
How do we decide how complex your accounting needs are to set your fees?
Limited companies, partnerships, sole traders and branches all have different accounting needs. We consider the number of transactions processed each month, number of accounts that will be managed, number of integrations such as eCommerce websites, number of employees on payroll, tax status, and planning needs. This lets us decide whether your needs are simple, moderately complex, or highly complex.
Here is a breakdown of how we split business levels into tiers:
Simple:
Moderately Complex
Highly Complex