Investment — Reason Bookkeeping

Investment

Monthly/Quarterly Bookkeeping Services Package

*The services below are included in the monthly or quarterly bookkeeping package. Following an initial new client meeting and a thorough review of past books, a free price quote for the package will be provided.

Receipt Management

Account Reconciliations

Financial Statement Preparation

Bookkeeping Software Set-Up

Bookkeeping Software Training

Additional Monthly Bookkeeping Services Available

*These bookkeeping services are available separately or for addition to the monthly bookkeeping package.

*Following an initial new client meeting and a thorough review of past books, a free price quote for the additional services (and monthly bookkeeping package if requested) will be provided.

Accounts Receivable Management

Accounts Payable Management

Books Catch-Up and Clean-Up (Historical Bookkeeping)

*The price for historical bookkeeping, either books catch-up or clean-up, will vary depending on the extent of work required. Oftentimes, a client may need their books to be both caught-up and cleaned-up to ensure organized and accurate financial records.

*A final price for historical bookkeeping will be provided with details in a free quote to the client following an initial new-client meeting and thorough review of past books.