SPECIAL OCCASION BOOKKEEPING SERVICES

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Our retainer fee is a one-time expense that gives you access to our services on an on-call basis for accounting-related questions or support. This retainer is ideal for clients who need occasional guidance without committing to ongoing monthly bookkeeping services. We offer a more affordable alternative to professional CPAs with higher hourly rates, while still providing nearly the same level of service and expertise. The retainer allows you to get the help you need when you need it, without the high costs.

Ad-hoc bookkeeping services refer to one-time tasks or special requests. hese services are charged separately from our standard monthly bookkeeping services and are billed based on the scope and complexity of the work required. If you need any ad-hoc assistance, we’ll provide an estimate before proceeding.

A chart of accounts is a categorized list of all the financial accounts used by your business to track transactions, such as assets, liabilities, income, and expenses. It serves as the foundation for organizing your financial records and ensuring accurate reporting. If you're doing your own bookkeeping, we can guide you through setting up a chart of accounts that fits your business needs. Alternatively, if you prefer to let us handle it, we’ll set up a customized chart of accounts for you, ensuring it aligns with your financial goals and simplifies your bookkeeping process.

A bookkeeping sweep is a comprehensive review of past transactions, typically performed for businesses that have fallen behind on their financial reporting. During the sweep, we go through your accounts to identify and correct any discrepancies, properly categorize transactions, and ensure all income and expenses are recorded accurately. This process helps get your financial records up-to-date and ensures compliance with accounting standards, setting a solid foundation for future reporting and tax filings.