If you run a business, you need well organized bookkeeping. That’s it.
Our job is to make sure your books are balanced. In the process, we get to know your business, and help you achieve some goals for growth. Because let’s face it, you’ve got a business to run, and an organized general ledger, balance sheet, invoicing, payroll, keeping up with local, state, and federal regulations, and paying (or avoiding) taxes are probably not why you started your business.
We provide support whether you need a one-time project to get your books caught up or corrected, with or without training to go forward, or you’d like to partner with us for monthly support, we have an option for you! We customize our offerings to provide exactly what you need.
Below are a few examples of monthly packages. For a custom proposal, schedule a free discovery meeting!
A large business doesn’t necessarily indicate the “Full Scale” package. This is where our working partnership shines–in order to make your business successful, we provide only the appropriate services for what your business needs.
If you prefer a more DIY approach and just need some support, we also offer one-on-one training over Zoom. Scroll down to see our options.
Blue Magnolia Bookkeeping
Option to add return filing (sales, excise, etc.) available for all packages.
- Businesses that have 1-2 accounts with fewer than 75 transactions per month, few or no complexities, and no need to track bills or invoices
- Includes basic monthly reports & charts and a secure client portal
- Unlimited email support
- Businesses that have 3-4 accounts including checking, savings, and/or credit cards with a combined total up to around 150 transactions a month and may use invoicing or bills
- Includes monthly management report package and a secure client portal
- Option to add invoicing, bill pay, or payroll management*
- Unlimited email support
- Businesses that may have multiple accounts with more than 150 transactions, multiple points of sale or merchant service providers, location/department tracking, inventory, or purchase orders
- Includes customized management report package and a secure client portal
- Option to add invoicing, bill pay, payroll management*, budgeting, and/or forecasting
- Unlimited email support and a monthly or quarterly status call
One-on-One Training
- Limited Appts Available
- 15 minute Video Chat Session
- Screen Sharing for Maximum Support
- Recorded for You to Rewatch as Needed
- Limited Appts Available
- 30 minute Video Chat Session
- Screen Sharing for Maximum Support
- Recorded for You to Rewatch as Needed
- Frequent Availability
- 60 minute Video Chat Session
- Screen Sharing for Maximum Support
- Recorded for You to Rewatch as Needed
- Priority Scheduling
- 60 minute Video Chat Session
- Screen Sharing for Maximum Support
- Recorded for You to Rewatch as Needed
With a quick 15 minute discovery call, we can see if our services meet your needs.