Services

Our Bookkeeping Services

CV Bookkeeping proudly embraces cloud accounting. We work with business owners & their teams and train them to be comfortable with a fully paperless workflow. Our services are at a fixed, monthly price with unlimited support.

Our clients are service-based businesses and we specialize in helping therapists, interior designers, and creative entrepreneurs.

Let us take care of your financial matters so you can focus on what’s important – growing your business. Schedule a free bookkeeping consultation to discuss how our fixed monthly fee will fit into your budget.

Everyday Essentials

The foundation of your new business.
  • Up to 50 Transactions per month
  • Up to 2 Bank and 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 and 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


Top Tier
Full-Service

Comprehensive support.
  • Up to 200 transactions per month
  • Up to 6 Bank and Credit Card Accounts
  • Accounts Payable (Bill Pay)
  • Payroll Processing (up to 10 people)
  • 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 clean-up will be required on your file* — We’ll discuss this more during our bookkeeping consultation!

Additional Services

  • One-time Bookkeeping Clean-up*
  • Accounts payable / Bill pay
  • Sales tax processing & filing
  • Payroll 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!