Beyond Bookkeeping

The Small Business Bookkeeping Solution

While serving hundreds of small businesses, we listened to the demand for customizable, professional bookkeeping services — and we delivered. Set your business up for success with clean books and an accurate view of your company’s financial performance. Unlike most outsourced bookkeeping services, you receive a monthly support meeting with your dedicated financial expert and have unique access to our suite of advisory services at discounted rates.

The Best Value Bookkeeping for Small Business

  • Dedicated US-Based Bookkeeper
  • Monthly Expert Support Meeting
  • IRS-Compliant Books
  • Pay For What You Need
  • Annual Tax Credits & Incentives Discovery

Bookkeeping Packages for Small Business

Core

Designed for Cash Basis

REQUIRED: Xero or QuickBooks Online

  • Dedicated Bookkeeper
  • Monthly Bookkeeping
  • Monthly Reporting
  • Annual C&I Discovery
  • 1 HR Monthly Support from financial experts

Premium

Designed for Accrual Basis

REQUIRED: Xero or QuickBooks Online

  • Dedicated Bookkeeper
  • Monthly Bookkeeping
  • Monthly Reporting
  • Annual C&I Discovery
  • 3 HRS Monthly support from financial experts
  • Monthly Revenue Recognition

Add-Ons

Add-Ons at Hourly Rates

 

  • Annual 1099 Filing
  • Annual Income Tax Prep
  • Sales Tax Return Prep
  • Cashflow Statement
  • Budget & Forecasting
  • Data Cleanup
  • AR/AP Support

Omega

Accounting & Advisory Services for Small Businesses
  • CFO & Business Advisory
    • Annual Budget & Goals
    • Quarterly Budget v Actual
    • 1 HR Quarterly Meeting
  • Controller
  • Accounting
  • Business Intelligence (BI) Dashboard & Reporting

Best Value Bookkeeping Services

Core

CORE 1: $399/month

FOR: $50,000 Monthly Expenses

  • Auto-Pay Selected
  • Set-Up Fees Waived
CORE 2: $599/month

FOR: $100,000 Monthly Expenses

  • Auto-Pay Selected
  • Set-Up Fees Waived

Premium

Premium 1: $799/month

FOR: $50,000 Monthly Expenses

  • Auto-Pay Selected
  • Set-Up Fees Waived
Premium 2: $999/month

FOR: $100,000 Monthly Expenses

  • Auto-Pay Selected
  • Set-Up Fees Waived

Monthly Expenses Include: Costs of Goods Sold (COGS), Expenses, and other expenses

Outsourced Bookkeeping Services

For small businesses requiring bookkeeping beyond on-line self entry programs or stock outsourced services. As our client, you will receive individual support in a monthly meeting with your dedicated, US-based bookkeeper, helping you clearly understand your monthly reports so that you can better optimize your business’ money management.

Beyond basic transaction tracking and IRS-compliant books, we deliver key financial insights and tax strategy analysis typically only available to big businesses. Enjoy access to our complete suite of add-on accounting and advisory services at discounted rates.

Benefits of Beyond Bookkeeping

  • Professional Bookkeeping Service — Outsource your bookkeeping tasks to our team of experienced accountants and receive an accurate monthly report without the hassle of in-house maintenance.
  • Monthly Support Meeting — Gain critical financial insights from an Omega accounting expert in a monthly remote support meeting.
  • IRS-Compliant Books — Receive clean financial statements that make IRS compliance simple and easy for your CPA when tax filing season arrives.
  • Pay For What You Need — Your Beyond Bookkeeping service comes with access to our suite of accounting and advisory services at discounted rates.
  • Annual Tax Credits & Incentives Discovery — An Omega Tax Credit expert can analyze your company’s financial and operational activities to identify federal and state tax benefits your business may be able to utilize.

Remote Bookkeeping: How It Works

Initiate
  • Select your Bookkeeping package.
  • Provide access to your system: Xero or QuickBooks Online.
  • Your dedicated remote bookkeeper will get started!
Schedule
  • Schedule your monthly report by the 25th each month.
  • Take advantage of your monthly support hours with our financial experts.
Add On
  • Access our suite of additional accounting & advisory services at discounted rates.
  • Only pay for what you need.