Bookkeeping

Books reconciled monthly

You’ll have accurate monthly bookkeeping and financial reports to stay compliant, support business decisions, and make tax time easier.

Regular Communication

Monthly reports inform you of your books’ completion, identify areas for clarification/attention, and give summary business insights of how the month went.

Understand Your Business’ Finances

Your firm’s quarterly Profit & Loss (P&L) and Balance Sheet reports will be loaded into your client portal to help you make better business decisions (and accurate estimated tax payments).

Annual Tax Packet

At year-end, you’ll receive a tax packet you can hand over to your tax preparer with no additional effort on your part, making tax time easier and less stressful for everyone.

No Call Centers

Working with a single point of contact, not a call center, helps ensure your books are done with minimal effort and frustration for.

Pricing

Pricing is tied to complexity based on your firm’s gross revenues and number of bank-type accounts. Bank-type accounts are accounts where transactions may occur, such as checking, credit cards, lines of credit, and custodial accounts.

Onboarding Fee: $500

You’ll work with your success manager to create a custom chart of accounts based on your business, industry, and financial decision-making needs. Onboarding includes a needs assessment meeting, a setup meeting, review and modification of the chart of accounts, balance sheet review, up to four hours of books cleanup, and reconciliation of bank-type accounts.

Fiduciary & Fee Only Financial Planning | PurposefulSP.com