A Dedicated Team Who Knows Your Name
Our goal is to feel like an extension of your team by learning about your vision and providing accounting expertise relevant to your company’s needs. In addition to reconciling your accounts, producing financial reports, and providing you with an accurate picture of profitability and cash flows, the KeepingCount accounting team goes beyond bookkeeping services to help you understand and leverage these numbers to optimize your business.
KeepingCount Packages
While some leaders need white-glove accounting, others just need an extra pair of hands. To provide the right level of service that fits your desired scope, we offer 3 options for outsourced accounting.
Core
- 1 business entity
- Monthly reconciliation for 2 bank accounts, 1 credit card
- Cash-basis accounting
- Post sales & accounts receivable
- Categorize expenses
- Monthly financial statements
- Monthly financial review calls (30 mins)
- Annual tax return tie-out
Growth
- Includes Core, plus:
- Up to 2 business entities
- Monthly reconciliation for 3+ bank accounts, credit cards, & merchants
- Accrual-basis accounting
- Create invoices, post sales & accounts receivable
- Categorize expenses
- Inventory
- Cost of goods sold
- QuickBooks classes (up to 3)
- Sales tax filings (up to 2 states)
- Owner statements/Profit distributions
Partner
- Includes Growth, plus:
- 3+ business entities
- Payroll services
- Bill pay services
- QuickBooks classes (up to 40)
- 1099 vendor management
- 1099 filings
- Project costing
- Custom reporting & dashboards
- Statement of information filing
- City business license filing
- Property tax filing (571-L)
- Loans payable (3+ accounts)
Optional Add-Ons
Need more? Add any of these à la carte services to customize your accounting package
- Tax prep assistance
- Property tax filing (571-L)
- Lodging & occupancy tax reporting & filing
- Statement of Information filing
- City business license filing
- 1099 Filings & vendor management
- Project costing
- Payroll services
- Bill pay services
- Sales tax filings (up to 2 states)
Why Outsource?
Cost Savings
Gain access to a team of industry trained accounting professionals at a fraction of the full cost to hire in-house
Scalability
Add accounting resources on an as-needed basis that grows or contracts as you need it to
Increased Efficiency
Standard operating procedures and automated processes means you can do more with less
Get Back Time
With accounting taken care of, you and your team can focus more time on serving clients and growing the bottom line
Other Services
Ready to take accounting stress off your plate?
Simply fill out the form to with a KeepingCount Accounting expert to determine how best to help your business grow
Book a Call