Bookkeeper+
Premium Service
Upgrade to Bookkeeper+ for Enhanced Support
If you need more in-depth services beyond monthly bank, credit card, and loan reconciliations, as provided in our Reconcile service, then Bookkeeper+ is the perfect fit for you!
What You Get with Bookkeeper+
In addition to our standard monthly bookkeeping services (note that payroll is managed through Gusto, and tax services are not provided), you’ll receive a comprehensive monthly analysis of your financial statements. This goes beyond simply reviewing a financial report—it involves in-depth analysis to help you visualize and understand how your business is truly performing.
Key Benefits
- Client Portal: Once you have been onboarded, you will gain access to your client portal where you can communicate with your bookkeeping advisor, upload documents, respond to questions or ask your own, and review your reports.
- Gusto Payroll Integration: We can help you sync your Gusto account with QuickBooks Online, and map the accounts correctly, to streamline the addition of payroll transactions to QBO.
- Financial Statement Analysis: Gain insights that aren’t apparent from the raw numbers alone. Our analysis helps you uncover trends and areas for improvement, providing a clearer view of your business’s financial health.
- KPI Identification and Tracking: We’ll work with you to identify key performance indicators (KPIs) specific to your business. By tracking these metrics over time, we can help you improve operations and boost profitability.
- Bookkeeping Advisory: Benefit from having an experienced bookkeeper as an advisor, guiding you through complex bookkeeping issues and assisting in making informed decisions for your business.
Our clients greatly appreciate having a dedicated advisor who not only manages their books but also provides strategic insights to help navigate challenges and optimize financial performance.
