SERVICES

At Beyond the Books, we strive to provide MORE than difficult-to-read financial statements.  We take pride in learning about your business, your goals, and your desires so we can offer advice when you are making decisions.  We are excited to dig in deep to thoroughly know your financial data and to provide the most accurate analyses for you. 

Monthly Bookkeeping Packages

  • $250+ / Month

    The Essential Plan:
    Quarterly Bookkeeping

    Streamlined bookkeeping tailored for small business service providers, ensuring your foundational financial needs are met with ease.

    PACKAGE INCLUDES:
    - Subscription to Xero + HubDoc
    - Access to a secure client portal
    - Unlimited transactions
    - Unlimited bank accounts
    - Dedicated bookkeeper
    - Dedicated account manager
    - Quarterly reporting by the 20th
    - Quarterly financial review meeting
    - Annual 1099 distribution
    - Annual report package for taxes

  • $500+ / Month

    The Premium Plan:
    Monthly Bookkeeping

    Comprehensive bookkeeping for more complex businesses providing detailed financial tracking and insights with support for monthly reporting.

    PACKAGE INCLUDES:
    -Subscription to Xero + HubDoc
    - Access to a secure client portal
    - Unlimited transactions
    - Unlimited bank accounts
    - Dedicated bookkeeper
    - Dedicated account manager
    - Monthly reporting by the 15th
    - Monthly financial review meeting
    - Annual 1099 distribution
    - Annual report package for taxes
    - Annual budget meeting

  • $750+ / Month

    The Pro Plan:
    Bookkeeping + Advisory

    Advanced bookkeeping combined with expert advisory services to help you make informed financial decisions and grow your business.

    PACKAGE INCLUDES:
    - Subscription to Xero + HubDoc
    - Access to a secure client portal
    - Unlimited transactions
    - Unlimited bank accounts
    - Dedicated bookkeeper
    - Dedicated account manager
    - Monthly reporting by the 10th
    - Monthly financial strategy meeting
    - Annual 1099 distribution
    - Annual report package for taxes
    - Annual Budget Meeting

When you book your initial Clarity Call with us, we will be able to cater your monthly package based on your needs (pricing is ultimately determined based on transactional volume and complexity). All bookkeeping tiers are subject to a one-time setup fee, which includes initial account organization, system integration, and a tailored onboarding process to ensure a seamless start.

Package Add-Ons

Sales or Property Tax Prep
$250/filing

  • Calculation and submission of sales or property taxes

  • $250 for each state or jurisdiction

Payroll Support
$200/month

  • Payroll provided on Gusto (subscription included)

  • $200 per month for up to 5 employees and one state

  • Additional employees or contractors $10/mo/ea

  • More than one state additional $50/mo

  • Includes yearly W2 and 1099 distribution

  • Income taxes remitted to states and IRS as required

Additional Services

Clean-Up Services
$75/hour

  • Correcting and fixing any errors in your bookkeeping software

  • Bank reconciliations for all current bank accounts

  • Switching to Xero accounting software (set-up)

Review and Advise
$75/hour

  • Review current financial books in your accounting software to evaluate the accuracy of the content.

  • A meeting after the initial review to discuss findings and advise next steps.

  • Listing of recommendations and suggestions to clean up your books and a plan to proceed.

  • A project outline and pricing for the above suggestions will be provided during the wrap-up meeting.

Historical Data Preservation $75/hour

  • Transfer prior and completed bookkeeping data from a prior accounting system to Xero to maintain the ability to complete year-over-year comparisons.

If one of these plans is what you are looking for, or if you have any questions about our services, please schedule a FREE 15 minute call!