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For for-profit small business
Monthly bookkeeping for businesses between $250,000 and $1,000,000 in revenue, with invoice creation, job tracking and monthly video recaps.
Overview
We work with small businesses as well as ministries, and the small business service is genuinely different rather than the non-profit tier with the language changed. Income and expenses are recorded and categorized, every account is reconciled, and the month closes by the 10th on a cash or accrual basis.
The differences that matter to an operating business are all here. Accounts receivable that includes creating and sending your invoices. Chart of accounts management and optimization. Job tracking and department or location reporting alongside the standard Balance Sheet, Budget vs. Actual, cash flow statement and A/P detail.
Financials are kept tax-prep ready, and we work directly with whichever tax preparer you use to get them everything they need to file. We do not file the return ourselves. Bi-weekly payroll processing is available as an add-on, and two months of catch-up work is included when you sign a twelve-month contract.
What’s included
Invoice creation is included here, alongside accounts receivable tracking.
Department, location and job-level reporting for businesses that need to see profitability by line.
The account structure managed and improved rather than left as whatever the last person set up.
Monthly video recaps of your reports, and direct coordination with your tax preparer at filing time.
Keep exploring
If this is not quite the fit, one of these usually is.
Cash-basis monthly bookkeeping closed by the 25th, built for smaller churches and non-profits.
Learn moreCash or accrual, closed by the 10th, with custom board, department and cash flow reporting.
Learn moreEverything in Priority, plus budgeting, forecasting, internal controls and a monthly call.
Learn moreCommon questions
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