bookkeeping packages
At Your Numbers Person, we understand the unique financial challenges and opportunities that come with running a creative agency. Our specialized bookkeeping services are designed to streamline your finances, giving you more time to focus on what you do best – being creative!
Quickbooks review
Need immediate help with your QuickBooks Online account? We’ll connect on a 1-hour Zoom call to provide a detailed analysis of your QuickBooks file, identifying areas for improvement and ensuring your financials are on the right track.
Quickbooks review
Need immediate help with your QuickBooks Online account? We’ll connect on a 1-hour Zoom call to provide a detailed analysis of your QuickBooks file, identifying areas for improvement and ensuring your financials are on the right track.
why choose us?
Our focus on creative agencies means we understand the nuances of your business and can provide tailored advice and solutions.
We don’t just manage your books; we proactively look for ways to improve your financial processes and contribute to your success.
Clarity is key in financial management. We ensure you’re always informed and in control of your finances with clear, concise communication.
We leverage the latest accounting software and tools for efficient and accurate bookkeeping services.
bookkeeping packages
Each of our packages start with the following services at the prices below. Customizations can be made upon request.
Core Bookkeeping
- Coding and reconciliation of bank and credit card transactions, up to 100 transactions
- Review of accounts receivable and accounts payable - Monthly
- Financial reporting package - Monthly
- Interface with your tax preparer as needed
- Bookkeeping in QuickBooks Online - Cash Basis
- Meeting to review financial reports - 30-minute quarterly
Growth Bookkeeping
- Coding and reconciliation of bank and credit card transactions, up to 200 transactions
- Review of accounts receivable and accounts payable - Monthly
- Financial reporting package- Monthly
- Interface with your tax preparer as needed
- Bookkeeping in QuickBooks Online - Cash
- Meeting to review financial reports - 30-minute monthly
- Bill payment services - Bi-Weekly
- Payroll - Up to 10 employees in Gusto
- Employee expense reimbursements
Strategic Bookkeeping
- Coding and reconciliation of bank and credit card transactions (contact for number of transactions)
- Review of accounts receivable and accounts payable - Weekly
- Financial reporting package - Monthly
- Interface with your tax preparer as needed
- Bookkeeping in QuickBooks Online - Cash or Accrual Basis
- Meeting to review financial reports - 30-minute bi-weekly
- Bill payment services - Weekly
- Payroll - More than 10 employees or using providers other than Gusto, including PEOs
- Employee expense reimbursements
- Reporting available weekly
- Month-end close with accrual entries
- Invoicing
- Receipt management
core
bookkeeping
Ideal for businesses with revenue up to $400,000
starting at
- Coding and reconciliation of bank and credit card transactions, up to 100 transactions
- Review of accounts receivable and accounts payable - Monthly
- Financial reporting package - Monthly
- Interface with your tax preparer as needed
- Bookkeeping in QuickBooks Online - Cash Basis
- Meeting to review financial reports - 30-minute quarterly
growth
bookkeeping
Ideal for businesses with revenue up to $1 Million
starting at
- Coding and reconciliation of bank and credit card transactions, up to 200 transactions
- Review of accounts receivable and accounts payable - Monthly
- Financial reporting package- Monthly
- Interface with your tax preparer as needed
- Bookkeeping in QuickBooks Online - Cash Basis
- Meeting to review financial reports - 30-minute monthly
- Bill payment services - Twice per month
- Payroll - Up to 10 salaried employees in Gusto
- Employee expense reimbursements
strategic
bookkeeping
Ideal for businesses with revenue over $1 Million
starting at
- Coding and reconciliation of bank and credit card transactions (contact for number of transactions)
- Review of accounts receivable and accounts payable - Weekly
- Financial reporting package - Monthly
- Interface with your tax preparer as needed
- Bookkeeping in QuickBooks Online - Cash or Accrual Basis
- Meeting to review financial reports - 30-minute twice per month
- Bill payment services - Weekly
- Payroll -More than 10 employees or using providers other than Gusto, including PEOs
- Employee expense reimbursements
- Reporting available weekly
- Month-end close with accrual entries
- Invoicing
- Receipt management
software we support
Contact us for current partner discounts
ready to talk?
Let Your Numbers Person take the financial weight off your shoulders, so you can concentrate on what you do best. Our team is ready to support your financial journey every step of the way.