Services

Available Packages!

These packages are a fast and easy way to see what may work for your budget and business. With that being said…there is really no cookie cutter way to price services for all businesses, this fixed pricing schedule is a basic layout of services offered for starting prices. If you need a more budget conscience package, upon our first consultation, we can put together a package to fit the exact needs of your business.

 

STARTER

  • Ideal for the business owner who wants to manage the day to day activities themselves, but needs an accountability partner. You are looking for support and guidance to avoid costly mistakes and expensive tax preparation fees.
  • Package Includes
  • Max Volume up to 50 transactions per month
  • Monthly Bank & Credit Card Reconciliations
  • Monthly Financial Statements
  • E-mail and Phone Support
  • Collaborate with Tax Preparer at Year-End
Schedule a Call

Growth

  • Ideal for the business owner who wants to partially do their own books, but wants to avoid costly mistakes. Their business is growing and looking at financial statements monthly is a must.
  • Package Includes
  • Client handles Data Entry of transactions
  • Monthly Bank & Credit Card Reconciliations
  • Monthly Financial Statements
  • E-mail and Phone Support
  • Collaborate with Tax Preparer at Year-End
Schedule a Call

Expansion

  • Ideal for the business owner who has outgrown their own books or doesn't want anything to do with their bookkeeping. Hiring a dedicated bookkeeper to oversee their financial activity on a weekly basis.
  • Package Includes
  • Daily or Weekly Transaction Entry Based on the Needs of your Business
  • Monthly Bank & Credit Card Reconciliations
  • Monthly Financial Statements
  • E-mail and Phone Support
  • Collaborate with Tax Preparer at Year-End
  • Bill Pay & Payables Management (Additional fee)
  • Document Management
  • 1099 Tracking & Reporting
  • Sales Tax Payments & Filing
  • Enter Principal & Interest for any Loan Payments
Schedule a Call

Mature

  • Ideal for the business owner who has higher volume, over 15 employees and would like to hire an outsourced bookkeeper to manage the day to day accounting duties.
  • Package Includes
  • Daily Transaction Entry
  • Monthly Bank & Credit Card Reconciliations
  • Monthly Financial Statements
  • E-mail and Phone Support
  • Collaborate with Tax Preparer at Year-End
  • Bill Pay & Payables Management (Additional fee)
  • Document Management
  • 1099 Tracking & Reporting
  • Sales Tax Payments & Filing
  • Enter Principal & Interest for any Loan Payments
  • Daily Engagement in Your Books & Interaction with your Management Team
Schedule a Call

MONDAY TO FRIDAYMON - FRI 9:00 AM to 6:00 AM

1230 Madera Rd. Suite 5-179 Simi Valley, CA 93065

E-MAIL:pam@clearvisionbookkeeping.net

CALL US:805-250-5055

Virtual Bookkeeping Services
We want to help your business GROW

Packages
LINKS
NEWSLETTER

Enter your e-mail and subscribe to our newsletter

© 2024 Clear Vision Bookkeeping. All Rights Reserved.

MENU