Monthly Bookkeeping
Let Us Focus on the Hard Stuff So You Can Focus on What You Love
All services are customized to your specific needs taking into consideration a variety of factors including, but not limited to, the number and type of accounts, transaction volume, reporting needs, etc.
Schedule a discovery call to learn about your needs, see if it makes sense to work together and discuss next steps to receive your customized proposal.
There are a number of reasons to outsource your bookkeeping and why you should choose Savvy for your bookkeeping needs:
Experience
With over 20 years of business experience in taxes, bookkeeping and insurance auditing, we know how to handle the needs of your business bookkeeping and tax preparation
Tech Savvy
We keep up with the latest technology so you don't have to. Not just to use another app or program, but to help us - and you - be more efficient in your business
Cloud Based
We use Quickbooks Online and a client portal that is available anytime / anywhere
Mentor
As we said above, we have over 20 years experience in business. We love helping fellow entrepreneurs and if we don't know the answer, we can help find it
Trained
We are an Advanced Certified Pro Advisor with Quickbooks and continually taking classes to be up to date with the latest knowledge on taxes, bookkeeping and business
Competitive
We want to help businesses in all stages and have competitively priced packages for most businesses
Let us help you choose the package that's right for you
PREMIUM
STANDARD
ESSENTIALS
This is the best option for busy business owners who want the maximum out of their cloud accounting system and get access to the key metrics so they can make the best business decisions based on the best quality information.
This is our most popular option because you get valuable monthly reports to help you manage your business, general advice and we’ll even produce your year-end accounts for free.
This option is best for those business owners who are simply looking to get the basic entries done to ensure being compliant with the Internal Revenue Service.
Everything in Standard, plus...
Weekly reports on your key numbers
Enhanced Cash Flow Tools
Monthly online (‘virtual’) business review meeting
Year-end tax collaboration
Everything in Essentials, plus...
Quarterly online (‘virtual’) business review meeting
Expense monitoring and advice
Precision accounting with accruals and prepayments
Maintaining your fixed asset register
Full management reporting every month
Receivables monitoring
Completion of Sales Tax returns
Completion of annual accounts
Subscription for your paperless expense and receipt processing system
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash transactions
Credit card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing the monthly Sales Tax reconciliation
Completing payroll journals
Maximize your tax deductions*
Email and telephone support
Basic management reporting every quarter
Supply cloud accounting software
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