Bookkeeping packages are below. Select one package and as many A la Cart services as needed. Real Time Books (Blue) is our most popular service, provides the greatest ROI, and will steer your company into greater profit margins.
Green: Just the Basics
We accurately record your income and categorize your expenses to provide you with quarterly financial reports. We produce both a Profit and Loss (Income Statement) and a Balance Sheet. These reports are necessary for your CPA to complete your taxes. We will ensure that all of your business expenses are captured. No more worrying about adding a stack of receipts at the end of the year. No more printing your bank statements and trying to add up all your auto expenses. This will be organized and ready for your CPA at the end of the year.
- Quarterly Reconciliations
- Up to 2 linked accounts
- Accounts must link to QBO
- Up to 10 checks per month
- Up to 5 non-electronic deposits
- Unlimited electronic transactions
- FREE Monthly QBO subscription
- Balance Sheet and P&L reports provided
Blue: Real-Time Books
Budgeting, cash flow, and increasing your profit margins require Real Time Bookkeeping. This service will provide you with current, up- to- date books that will provide the clarity needed to make informed business decisions and boost your bottom line. Real-time books allow you to feel secure and confident in your business data. This package will allow you to focus your time and energy where it counts: on your business and your clients.
- Maintain real-time books within 36-72 hours of transaction visibility
- Monthly meeting to review business and provide insight/advice
- Pick 2 of the following:
- Budget Management
- Cash Flow Projections
- A/R Monitoring
- Quarterly Income Tax coordination with CPA
- Paperless receipt management
Fully-customized real-time bookkeeping services including:
- Accounts Payable
- Accounts Receivable
- Cash Flow Projections
- Budget Management
- As many of the A la Carte items as needed for your company.
This package can also include services specific to your industry:
- Construction Draws for construction companies,
- Managing Restricted Funds for non-profits,
- Producing Partner reports for presentation to partners
- Customized Reporting for Board Meetings, etc.
Which service package is best for your business?
Contact us today to schedule a free consultation so we can learn more about your business and your needs.
A La Carte Services
Sometimes companies just need a few services periodically throughout the year. We offer a variety of services a la carte to help your company manage financial and operational aspects of their business.
Let us handle your bookkeeping.
Having accurate and up to date data about your company is key to your success.
The team at Incline Business Essentials will complete bank and credit card reconciliations. We will track loans and receivables to maximize your cash flow.
Our bookkeeping professionals will provide you with regular business reports such as Profit and Loss statements AND we will help you analyze these reports with you to boost your potential for success!
Invoicing and Receivables
We will create and distribute invoices for your business.
Our team will manage receivables including tracking payments and issuing statements to your customers.
We will help you maximize your cash flow by collecting funds efficiently.
Payables and Bill Payment Scheduling
Let Incline help you keep your money in the bank!
We can set up strategic bill payment solutions so that your company pays bills on time while keeping cash in the bank as long as possible.
We will manage the flow of bill payments and company purchases to efficiently handle your company’s working capital.
Incline Business Essentials will set up and manage your payroll system. Your employees will report their time to us, and we will execute payroll for the employees of your business.
We will issue required annual 1099s. Quarterly reports will be completed and filed, saving you time and headache!
We will collect and store subcontractor compliance documentation including insurance certificates, W-9’s, Subcontractor Contracts, and Independent Contractor Forms.
Let our team track down pesky paperwork so that you have time to focus on your business and your clients.
We love solving problems and helping you develop efficient work methods.
Incline Business Essentials can help you identify opportunities to streamline your procedures.
We will help you cut down on unnecessary or redundant work, thereby freeing you to focus on building your sales.