How to Package Your Bookkeeping Services Guide

financial reports

If your business is moving into a growth stage, you need to consider graduating to full accrual based accounting, with financial and management reports that help you scale. Typically you will need this level of financial management not only for yourself but for your key stake holders including banks, investors and advisors. They require very different levels of effort and expertise and as you can imagine, the cost for full service accounting is much higher.

Save yourself stress and money by investing in a reputable bookkeeping service. On the other hand, product-based industries love QuickBooks Desktop because of its inventory tracking and batch invoicing capabilities and industry-specific features. Your bookkeeper will know which version of QuickBooks works best for your business. QuickBooks is flexibleenough to work for any small business. For instance, service-based businesses often favor QuickBooks Online, which allows access from multiple locations and devices, but is not ideal for handling invoices or tracking inventory. As a small business owner, there are many ways to grow your business, but all of them require plenty of time and energy to meet your goals. However, it’s easy to get distracted by all the daily tasks that keep your business running behind the scenes.


Your account grows while lightening your workload. And, you run your business instead of having your business run you.

Do bookkeepers do payroll?

Key takeaway: Bookkeepers record financial transactions, post debits and credits, create invoices, manage payroll, and maintain and balance the books.

Your packaged service offers help your clients understand the process of how you perform and finish tasks. A package is a collection of services and features that you bundle up into a single offering that oftentimes comes with a flat fee or value-based pricing structure. Join thousands of entrepreneurs that choose to scale their businesses with Acuity. We’ve got the bookkeeping package that’s right for your needs – and your budget.

Quickbooks Accounting Setup

So here, we’ll cover how the cost of bookkeeping services varies depending on several factors and all the options available depending on the needs of your business. Once we understand your company’s operation, we offer flat monthly packages on our law bookkeeping in Los Angeles. Our goal is to provide a long-term relationship; we want to be your business consultant and work on your side to grow with you, you grow and we grow.

quickbooks online

Unlike many of our competitors, our bookkeeping services pricing team will customize your package to meet your bookkeeping and tax compliance needs. And founders love our US-based account management team – with an average of over 10 years of experience, our controllers, CPAs, accountants and bookkeepers understand the challenges of high-growth startups. Many small business owners start out doing their bookkeeping themselves, so those tasks get mixed in with everything else you do.

For Your Monthly Bookkeeping Needs

One of the extra tasks I do for this law firm is their bill pay. You can use different programs to get electronic copies of their bills, or they can be emailed to you if there isn’t anything confidential on the bill. There’s also a program called Hubdoc that you could use. To illustrate what a small client looks like, I’ll be using a preschool I do bookkeeping for that generates about $150k in revenue a year. This preschool employs six teachers and hosts about 100 students. Next, give some thought to what kind of discount, if any, you’re willing to offer. At the same time, you don’t want to price yourself out of the market.

  • Cetera is under separate ownership from any other named entity.
  • Jetpack Workflow has created a free set of 32 accounting and bookkeeping workflow templates to help you standardize your workflows and ensure nothing falls through the cracks.
  • Hiring a bookkeeping service is about more than just finding someone who can use a calculator and understand QuickBooks.
  • Our in-house research team is on hand year-round for expert small business advice—at no extra cost.
  • Live Bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure.
  • See what running a business is like with Bench on your books.

Now that Bench has a tax solution service, they’re a “one stop shop” for small businesses to manage their books and taxes while focusing on growth. At tax time, we send a package with everything you need to file. I do not offer payroll services, but can recommend online payroll options. I specialize in monthly bookkeeping for online entrepreneurs and work remotely. Clients will inevitably have questions for you throughout the year so you should offer different levels of support at multiple price points.

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