MyBooks.PRO Services

As a client you will gain peace of mind and extreme clarity around your businesses metrics. This will allow you to…

  • Save time
  • Make better financial decisions
  • Grow your profit
  • See where your money is being spent (less stress)
  • Have more energy to focus on building your business
  • Not have to scramble to get your taxes filed

 

  
 
Quickbooks Online
Real Time Reporting
Monthly Profit & Loss Reports
Monthly Balance Sheets
"My Accountant" Sync
Email Support
Monthly Bank Reconciliation
Comparison & Custom Reports
Annual Gross Revenue
Check in Calls
One Time Set Up Fee

Basic

$399
Monthly
Quickbooks Online
Real Time Reporting
Monthly Profit & Loss Reports
Monthly Balance Sheets
"My Accountant" Sync
Email Support
Monthly Bank Reconciliation
Comparison & Custom Reports
Annual Gross Revenue : Up to $200,000
Check in Calls : Monthly
One Time Set Up Fee : $200

Plus

$499
Monthly
Quickbooks Online
Real Time Reporting
Monthly Profit & Loss Reports
Monthly Balance Sheets
"My Accountant" Sync
Email Support
Monthly Bank Reconciliation
Comparison & Custom Reports
Annual Gross Revenue : $200,000 - $500,000
Check in Calls : Monthly
One Time Set Up Fee : $300

Premium

$599
Monthly
Quickbooks Online
Real Time Reporting
Monthly Profit & Loss Reports
Monthly Balance Sheets
"My Accountant" Sync
Email Support
Monthly Bank Reconciliation
Comparison & Custom Reports
Annual Gross Revenue : $500,000+
Check in Calls : Monthly
One Time Set Up Fee : $400

QuickBooks Online

Most bookkeeping companies have you pay up to $80+ per month for a QuickBooks Online subscription in addition to their firm’s monthly  fee. We include a QuickBooks Online Essentials subscription for each of our clients.

Profit & Loss Reports

Knowing where your business is at is the first step to getting where you want to be. Understanding the difference between revenue and profit is something all business owners need to see on, at least, a quarterly basis.

For businesses needing monthly reports for board meetings, more accurate tracking, or monhtly profitability and numbers, a monthly P&L benefits the client who wants to have a pulse on their business at all times.

Categorization

Having expenses and income categorized properly and regularly helps to see trends in business earning and spending, makes tax time simple, and saves time and money.

Our mission, and what sets us apart is simple; 1) Categorize transactions so that, come tax season, a return is simple and straightforward to whomever is filing your business tax return, and 2) Create reports & categories that are relevant and readable to you, the client, so you are able to see where your business’s money is going.

Balance Sheets

Knowing your business’s “net worth” is an important number. A “balance sheet” not only gives you the number, but breaks down where it comes from.

Similar to a “Quarterly Balance Sheet”, the monthly report gives a more regular understanding a business’s “net worth”

Real-Time Reports

If you’re ever in need of a report or a transaction, you have the ability to access your QuickBooks Online account securely from anywhere at any time.

“My Accountant” Sync

Eliminate the time consuming “back-and-forth” when tax times comes around. With all the reports and transactions in one place, your tax return can be completed with ease. This cuts down the time and money you spend on tax prep each year.

Unlimited Email Support

It’s common for our clients to have questions about the financials of their business, IRS or state documents, special programs and eligibility (PPP, SBA loans, business deductions, etc); We’re here to help. Our clients enjoy unlimited email support with their monthly subscription.

Monthly Business Analysis

Being a responsible business owner means continuing to learn and grow within your business. We set you up to make better financial decisions for your business and its future.

Check in Call

Reviewing specifics of your business is crucial. This ranges from specific transactions, categorizing, bank reconciliation, business flow, and general questions. We schedule check in calls either monthly or quarterly with clients to review and update them on their books.

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