Why Do You Need Bookkeeping?

Check out this quick clip from Lead Strategist Kinite McCrae's Live Facebook Segment

"Money Matters Mondays - What Matters in a Minute"

 

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A key element in starting and growing any business is bookkeeping. It is what differentiates a hobby from a business. Our Basic Bookkeeping ensures that business owners are systematically tracking their income and expenses so that they can make informed and profitable business decisions, reduce the risk of mismanaging their finances and grow. We will help your small business produce useful, accurate financial records on a monthly basis so that you can save time, money and frustration.

Some of our long-term money, marketing & management services are contractual and based on an hourly rate. Book a consultation if you are interested in how we can serve you.

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Pro Accounting & Bookkeeping

$1,850 (USD) per month / $250 (USD) one-time set-up fee

Managing Money Matters!

Small businesses overpay the IRS by billions of dollars every year. Our Pro Accounting & Bookkeeping is a more comprehensive service that maximizes your tax refunds and/or minimize your tax liability. We will advise your business on tax strategies that can save thousands of dollars.

These services are essential to growing your small business. 

Pro Accounting & Bookkeeping Includes all basic services plus:

  • Independent contractor financial management (collect identification, manage W9 forms, prepare and send 1099 forms)
  • Process independent contractor payments (this requires access to company bank accounts or corporate checks, computer checks preferred)
  • AR/AP Management (does not include collections or vendor contract re-negotiating)
  • Accountable plan set up and management* 
  • Monthly financial review meeting
  • Payroll management (more than 3 employees)*
  • Tax Planning
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Basic Bookkeeping

$250 (USD) per month / $250 (USD) one-time set-up fee

Managing Money Matters!

​Most entrepreneurs have great ideas and products that could make them a 6-figure plus earner, but they lack the strategy, structure, and sustainability to earn and maintain that income.

Remember, it's not just about how much money you make, rather how much you keep!

Our Basic Bookkeeping ensures that business owners are systematically tracking their spending so that they can make informed business decisions and reduce the risk of mismanaging their finances.

Basic Bookkeeping Services Include:

  • Initial Books set-up, audit and financial analysis 
  • Monthly bank and credit card reconciliation 
  • Monthly financial reports
  • Quarterly balance sheet
  • Quarterly financial review meeting
  • Payroll management (up to 3 employees)*
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All documents and receipts are uploaded to our secure file. Reconciliation includes two business bank accounts and one credit card. Additional account reconciliations $75 per statement. Comprehensive bookkeeping and accounting services for real estate, medical, hospitality, restaurant, inventory based and businesses with more than 3 persons on payroll require a fiscal management contract tailored to your business specific needs. Schedule a FREE 15-minute consultation today by clicking HERE.

If you are an entrepreneur who is interested in owning and running a business, rather than just owning your own job we can provide the support your business need with our 3M Membership or 3M Coaching is just for you! *Payroll processing fees are not included.