Books and CPA Handoff
Every receipt captured the day it happens, the month closed on one page, and a clean file to your CPA.
Bookkeeping Services for Small Business
Receipts in the truck door, the bank feed uncoded since March, and a $2,400 cleanup fee. Ten minutes every Friday instead.
Without it
- Receipts in the truck door
- A cleanup bill every spring
- Month-end eats a weekend
With it
- Ten minutes every Friday
- Books closed every month
- A clean file for your CPA
What's waiting for you
Receipts coded as they arrive, the bank matched every Friday, the month closed and the packet at your CPA; January is a normal month.
What you get
- Receipts photographed at the counter and coded to the right line by rules that learn, the bank matched every Friday in ten minutes, the month closed with one page that says what came in, what went out, what's owed each way, and what's set aside for tax, and a clean file to your CPA in January.
- Your CPA does the accounting; this makes it cheap.
Your part
Two hours: bank access, your CPA's name, the receipt habit for the crew; then a photo per receipt. PJ does the rest.
Price
From $750 to set up · $199 a month. Catching up a backlog is quoted by the pile.
Every month: The Friday match checked, recodes, the month closed, the packet to your CPA.
Every system price is a starting point. The Office is from $2,500 a month.
Questions
- What if I stop?
- Your accounts and data are in your name from day one. Leave anytime and take your data with you.