Bookkeeping

Working with a single point of contact, not a call center, helps ensure your books are done with minimal effort and frustration on your part. You’ll have accurate monthly bookkeeping and financial reports to stay compliant, support business decisions, and make tax time easier.

Monthly & QUarterly Reports

A month-end report will be sent to you letting you know when your books are completed and if any transaction need clarification or there is anything that needs attending to. And your firm’s Profit & Loss (P&L) and Balance Sheet reports will be loaded into your client portal in time for 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.

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