Service Description

- Simple Cash Bookkeeping - Complex Bookkeeping - Add-Ons


Simple Cash Bookkeeping

  • Extract data from financial Sources

  • Categorized expenses

  • Mapped vendors to the corresponding account

  • Reconciles accounts

  • Enter Data into your accounting software

  • Categorized deposits (Income) one line

  • Separate personal expenses mixed with business expenses

Transactions are recorded when money is deposited, or when is debited from your account. Therefore, no invoice handle or tracking of bills. If you need to invoice your clients and track what’s outstanding, “Simple Cash Plan” will not be a good fit for you. Likewise, if you need to track what you owe to your suppliers, contractor or sales tax.


Complex Bookkeeping

  • Revenue Recognition

  • Enter Sales Receipts/Invoices from Merchant

  • Match deposits to payments and Invoices

  • Track Accounts Receivable

  • Track Accounts Payables

  • Track Revenue / Expenses by different lines of business (Class)

  • Accrued expenses and Income

  • Separate personal expenses mixed with business expenses

  • Categorized expenses by job/customer/project

  • Make all Necessary adjustments

  • Reconcile accounts

Deposit detail and expenses detail will need to be provided monthly. If there are transactions without detail, we will contact you for clarifications.


Add-Ons

  • 1099 filing

  • Payroll Processing

  • Payroll Tax Filing

  • Sales Tax Filing

  • Inventory Management

  • Inventory tracking


Behind On Your Bookkeeping?

Let's get those numbers tax-time ready! With our Catch-up Work Services, we'll reconcile and generate reports for each month you're behind.

1-888-656-7450 Our team of professionals are ready to answer your questions.


All Plans Include Our Full Suite Of Benefits!

We don't limit the number of accounts or transactions per month. 

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Online Dashboard

Manage all your financial statements through our secure and interactive interface.

Unlimited secure document storage

Unlimited Doc Storage

Never lose track of your documents again. We store all your documents & keep them organized.

Upload and download source documents

Upload/Download

Upload/download invoices, receipts, bank statements, QuicksBooks files, Xero files, and many others.

Always stay in touch with your bookkeeper

Automatic Notifications

We'll send email notifications to remind you when to upload your documents & complete task.

Recieve accurate financial statements

Financial Reports

All plans include the full gamut of financial tools, statements & reports needed to run your business

We take client confideniality seriously

Bank Grade Security

Our secure Dashboard uses CSRF Tokens, and even protects against SQL injection & XSS attacks.


Your Bookkeeping Freedom Awaits! 

Try Us Before You Buy Us With Our 30-Day Free Trial


Our bookkeepwithus emblem! we love bookkeeping

Have An #UploadParty When You Go Paperless With Our Online Bookkeeping!