Package - Mid/Growing Business
Designed for growing businesses that need more detailed financial tracking and regular insights.
Available spots
Service Description
Our Mid-Size Bookkeeping Package is perfect for companies experiencing steady growth and increasing financial complexity. We provide thorough, reliable bookkeeping with enhanced support and reporting to help you make informed decisions and stay audit-ready. ✅ What’s Included: Full Transaction Categorization (Income, Expenses, Assets, Liabilities) Bank, Credit Card, & Loan Reconciliations Accounts Payable & Receivable Tracking Payroll Processing (if applicable) Monthly Financial Statements -Profit & Loss Statement -Balance Sheet -Cash Flow Statement Customized Financial Reports (up to 2 per month) Quarterly Review Call with a Bookkeeping Specialist General Ledger Maintenance & Adjustments Email & Phone Support during business hours 📅 Frequency: Weekly transaction updates Monthly reporting Quarterly check-ins for planning and review 🛠 Software Supported: QuickBooks Online Xero (Custom options available upon request) Integration with payroll and POS systems (upon request) 💼 Perfect For: Businesses with 100–500 transactions per month Teams with employees, contractors, or multiple revenue streams Businesses needing more strategic financial visibility