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
Includes:
- Reconciliation of up to 2 bank or credit card accounts
- Monthly financial reports and performance snapshots
- Secure client portal for document sharing and communication
- Unlimited email support
| 🧾 | 1099 Management — We’ll track vendors, store W-9s, and handle 1099 filing. |
| 📞 | Monthly Strategy Calls — Review reports and plan for growth with our expert guidance. |
| 💳 | Bill Pay / A/P Management — Keep vendor payments organized and on schedule. |
| 📨 | Invoicing / A/R Management — Stay on top of customer payments with consistent follow-ups. |
| 🏷️ | Sales Tax Filing — We’ll manage filings and ensure compliance. |
Book a quick 20-minute discovery call to discuss your business needs and get a custom proposal.
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 20-minute discovery call, we can see if our services meet your needs.