Sound Bookkeepers
Shoreline
Shoreline
The average bookkeeper has very little business ownership experience, and the average business owner has little accounting knowledge. I have owned 9 companies and have built 8 of them completely on my own. Not only do I do traditional bookkeeping, but I am closely connected to a network of highly capable accountants to help my clients get their taxes filed on time, with the max savings.
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What do you love most about your job?
I'm a high energy person but bookkeeping can never be done complete because new transactions happen every day, so I can put everything I have into doing it great and it will always ask me to try harder .
What inspired you to start your own business?
Neither of my parents have had jobs, they've always done things as self-employed, so the idea was always there, but I sucked at it for a long time. Then I had a big win in mortgage until 2008 came and flattened my company into the ground. It took many years for me to find my groove again but I have it with bookkeeping.
Why should our clients choose you?
Really, not everyone should choose me. Some people still want the antiquated elderly woman or hot shot office manager to be their bookkeeper, and they'll never understand why it matters. But business owners who are wise enough to know it's better to hire a pro when it comes to your livelihood and the certainty of your future will be thrilled with how we do things.
Solo Business Bookkeeping $149/month
Solo Business - $149/month
Our entry level quarterly service is for solo entrepreneurs with sales up to $10,000/month and Includes:
Managing 2 accounts with up to 100 transactions monthly*
0 employees
Quarterly bookkeeping with Annual review
Annual Dept. of Revenue Combined Excise Tax Return
Year end tax prep and delivery of financials
Filing up to 3 1099's
If our solo business service seems like more than you need right now, you might be interested in our pay as you go service.
Basic Business Bookkeeping $199/month
Basic Business - $199/month
Our 2nd tier quarterly service is for entrepreneurs with sales up to $25,000/month and Includes:
Managing 4 accounts with up to 150 transactions monthly*
Quarterly bookkeeping with Annual review
Quarterly Dept. of Revenue Combined Excise Tax Return
1 Quarterly city tax filing
Financials delivered to your tax preparer
Filing up to 5 1099's
Business Plus Bookkeeping $249/month
Business Plus - $249/month
For established business with sales up to $50,000/month Includes:
Managing 6 accounts with up to 250 transactions monthly*
Monthly bookkeeping with Quarterly review
Monthly Dept. of Revenue Combined Excise Tax Return
2 Quarterly city tax filing
Financials delivered to your tax preparer
Payroll data entry and filing up to 10 1099's
Full Service starting at $349/month
Full Service
For those with more complex bookkeeping needs, who regularly must communicate bookkeeping or accounting info. Our full service bookkeeping starts at $349/month. Depending on the services you need, your monthly subscription could be higher. We will talk to you during your set up meeting to be sure you get all the services you need at a price you can afford. Here is a partial list of services available to our full service clients:
Monthly or weekly phone calls
Managing more than 6 accounts with up to 350 transactions monthly*
Managing amortization on loans & credit lines
Customer invoicing and/or vendor bill payments
Working with your POS, CRM, or other company software
Job Costing and Customized Reporting
Bank deposit preparation and more
A La Carte`
A la Carte'
Without increasing ongoing monthly plan costs, we offer several services "a la carte", or as a single-payment product. Turning stacks of paper into a clean profit and loss statement is one of our specialties. But, we also offer many services as stand alone or one time options such as:
Year end tax prep
Estimated self employment tax
Preparing loan applications
Past due tax return inquiries
Preparing past year financials
Negotiating with the DOR
Onsite accounting clerks
Audit preparation and more
Additionally, we offer several programs for helping entrepreneurs succeed financially including:
KPI (key performance indicator) tracking
Monthly self-employment tax calculations
Personal finance budgeting
Annual equipment depreciation studies
Lawyer IOLTA account management
Organizing financials for loan applications
Billing, invoicing, and tips collection issues
Mergers and Acquisitions prep
Sales Tax Tracking and more
If it concerns your business's financials, it's likely something we can either assist directly with, or provide a trusted resource who can.
Quickbooks Setup
Quickbooks Setup
We can move you from Quickbooks Desktop to Quickbooks Online, or we can create a new file for you on either one. We also know Freshbooks, Quicken, Xero, and many others. Still, these days, Quickbooks is the best in our opinion. For those who just need a little help getting things going or if you need to have your whole accounting system designed, we're available to help in blocks as small as 2 hours.
All of Our Services come with
All of our services include monthly matching and adding downloaded bank transactions, transaction splitting, monthly bank account management and reconciliations, year-end tax prep, and filing your State Department of Revenue monthly, quarterly, or annually.
