Services

Tailored services to meet your business's needs where you are
Ask us about our QuickBooks Pro Advisor Discounts

Does not include software costs or filing fees

Cirrus - Basic Care

Essentials to keep your finances clear & more of your time free. Includes:

• Categorization for up to 75 transactions/month with receipts

• Account reconciliation & monitoring for up to 5 bank & loan accounts

• Basic financial reports and review with limited analysis notes monthly

• Annual 1099 Filing for up to 10 contractors

• Quarterly estimated tax filings

Nimbostratus - Bump it up a notch

A more comprehensive approach for mid-size and growing businesses. Includes everything in Cirrus, plus:

• Categorization for up to 200 transactions/month with receipts

• Account reconciliation & monitoring for up to 10 bank & loan accounts

• Enhanced monthly financial reporting with full review and limited analysis notes

• A/P support for up to 50 bills/month

• A/R support for up to 50 invoices a month

• Annual 1099 Filing for up to 50 contractors

• Sales tax filing (if applicable)

• Annual state reporting (if applicable)

• Petty Cash Monitoring & Reconciliation

• Fixed Asset tracking

• Quarterly check-in via video, phone or email based on your preference

Max support with payroll. Everything in Nimbostratus, plus:

• No cap on transactions

• No cap on number of accounts

• Enhanced monthly financial reporting with full review and detailed analysis notes

• Full A/P management

• Full A/R management

• Unlimited 1099 Filing

• Payroll Specialist support

• Unlimited communication support via phone, email or text

Cumulonimbus - Billowing Support

Add Ons

Need service that doesn't quite fit the above tiers? Let's talk! Build your own service with a combo of the tiers and add ons:

• Accounts Payable (bill pay)

• Accounts Receivable (invoicing)

• Accounts Receivable (collections)

• Payroll services

• Cleanup Projects

• Other specialty needs

One-time comprehensive analysis

Unsure of where you're really at or what your business really needs? Give us a general overview of your business and access to your accounting software, and we can review the major (and minor) aspects of your financial operations and protocols for compliance and efficiency. We will provide suggestions and recommendations for steps to take to mitigate your IRS audit risk, as well as where you'd fall within our service tier.

We strive to provide flexible, personalized support for every client we serve. The services listed within each package are not intended to be exhaustive. If your business has additional bookkeeping, organizational, or administrative needs not specifically outlined here, please don’t hesitate to bring them to our attention. We are always happy to discuss your needs and will gladly let you know whether the requested service falls within our scope of support.