Services

Our Bookkeeping Services

At CV Bookkeeping, we are proud to offer cloud accounting services to help business owners and their teams embrace a fully paperless workflow. We specialize in helping service-based businesses, such as therapists, interior designers, and creative entrepreneurs, to keep their financial matters in order so they can focus on growing their businesses.

We are here to make the transition to cloud accounting easy, offering support at a fixed, monthly price. We understand the importance of staying within budget so we offer a free bookkeeping consultation to discuss how our services can fit into your plans. With us, you can enjoy the convenience of cloud accounting with unlimited support. Let us help you take the stress out of your financial matters.

Everyday Essentials

The foundation of your new business.
  • Up to 50 Transactions per month
  • Up to 2 Bank or Credit Card Accounts
  • Quarterly Financial Statements (Balance Sheet, Profit & Loss, Statement of Cashflow)
  • Quarterly Financial Health Check-ins
  • Includes QuickBooks Online, and Hubdoc/Dext Subscriptions
  • Unlimited communication



Growing
Practice

Support your growing business.
  • Up to 120 transactions per month
  • Up to 4 Bank or Credit Card Accounts
  • Monthly Financial Statements (Balance Sheet, Profit & Loss, Statement of Cashflow)
  • Sales tax remittance
  • Monthly Financial Health Check-ins
  • Includes QuickBooks Online, and Hubdoc/Dext Subscriptions
  • Unlimited communication


Full-Service

Comprehensive support.
  • Up to 200 transactions per month
  • Up to 6 Bank or Credit Card Accounts
  • Accounts Payable (Bill Pay)
  • Monthly Financial Statements (Balance Sheet, Profit & Loss, Statement of Cashflow)
  • Sales tax remittance
  • Monthly Financial Health Check-ins
  • Budgeting & Forecasting
  • Includes QuickBooks Online, Hubdoc/Dext, and Plooto Subscriptions
  • Unlimited communication

Pricing Information

Before I can customize a bookkeeping quote for you, I’ll need to “check under the hood” and take a look at your QuickBooks Online or current bookkeeping file.

If your books are not up to date, a one-time bookkeeping catch-up & clean-up will be required on your file* — We’ll discuss this more during our bookkeeping consultation!

Additional Services

  • One-time Bookkeeping Catch-up & Clean-up*
  • Accounts payable / Bill pay
  • Sales tax processing & filing
  • Benchmarking
  • Forecasting
  • Budgeting

Cloud Accounting Technology used by CV Bookkeeping


Taxes

While we do not offer personal or business tax services (other than sales tax and payroll processing/filing), we have partnered with a local CPA who can assist you with all your tax needs

If you already have a tax preparer, we will work closely with them during tax season to provide them with the information they require to calculate and file your taxes.

I would love to meet you and learn more about your business, so please reach out!