Package - Specialized
Tailored financial solutions built around your unique business needs, systems, and goals.
Available spots
Service Description
Our Customized Bookkeeping Package is ideal for businesses that don’t fit into a standard bookkeeping model. Whether you have complex workflows, industry-specific reporting needs, or require integration with multiple platforms, we’ll build a personalized solution that works for you. Core Bookkeeping Services - Things that may be included: Transaction categorization Reconciliations (bank, credit card, loans, etc.) Financial statements: Profit & Loss, Balance Sheet, Cash Flow Accounts Payable / Accounts Receivable Management Multi-entity or multi-location reporting Inventory or job cost tracking Payroll processing or payroll journal entries Departmental, location, or class tracking Sales tax tracking and reporting Custom dashboards and financial KPIs Support & Collaboration: Flexible reporting schedules (quarterly, monthly, bi-weekly, or custom) Dedicated Bookkeeping Manager Scheduled review meetings (monthly, quarterly, or as needed) Collaboration with your CPA, tax advisor, or in-house team 🛠 Software Options: We work with: QuickBooks (Online & Desktop), Xero, Yardi, NetSuite, Zoho Books, and other platforms Integration with payroll, CRM, POS, inventory, or billing systems as needed 💼 Perfect For: Businesses with non-traditional workflows Companies with special compliance, reporting, or integration needs Organizations scaling quickly or operating across multiple platforms or regions