Don’t spend your valuable time tracking your business financials.

SDS Bookkeeping helps your small business make big profit.

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    Profit Advising

    Are you doing everything you can to grow your profit? Do you know that your marketing is working or are you just hoping you’ll get results? SDS Bookkeeping can analyze the metrics and determine how well your money is working for you.

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    Bookkeeping

    Making sure your business is collecting payments on time and spending money wisely shouldn’t be left to chance. SDS Bookkeeping balances your monthly transactions to help you understand the financial story of your small business.

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    Flat Rate Billing

    Variable expenses in your small business create an unpredictable budget. Why guess what your monthly bookkeeping services bill will be? SDS Bookkeeping charges by the service supplied, not by the time it takes to provide it.

SDS Bookkeeping Services

All bookkeeping packages include the SDS standard bookkeeping:

  • Monthly reconciliations of bank accounts and credit cards.

  • Monthly and Year-to-Date ratios to understand the business financial health.

  • Monthly and Year-to-Date Profit & Loss (P&L) Statements and Balance Sheets.

Regular monthly reconciliations help manage income and expenses. This process helps the business owner accurately understand what to focus on to grow their business successfully and helps prevent opportunities for fraud within the business.

Get Caught Up

$100/calendar month (plus accounting software subscription)

To have a clear picture of your business health, you need accurate bookkeeping. This services provides reconciling and reports for your business checking, savings, business loans, and one credit card. Additional credit card reconciliation is $25/calendar month. This fee will be charged for clients starting a bookkeeping package after the month of March (in the current calendar year).

Intermediate Package (with monthly coaching option)

Starting at $250/month (plus Quickbooks Online or Wave subscription)

This package is for the business owner that has graduated from the Starter Package and is in the growth phase of business.

This business owner has produced an annual gross revenue of $100,000 or less.

In addition to the standard bookkeeping services, the Intermediate Package includes quarterly 90 minute meetings to discuss annual forecasts, create and achieve necessary goals to maintain healthy growth, identify challenges and create solutions.

Monthly Coaching Option

Starting at $275/month (plus Quickbooks Online subscription)

For the business owner who would like monthly meetings to improve profitability, understand their business more thoroughly, and grow the business more responsibly.

Starter Package

Starting at $150/month (plus Quickbooks Online or Wave subscription)

This package is for the business owner that is just starting out and has produced an annual gross revenue of $25,000 or less.

In addition to the standard bookkeeping services, the Starter Package includes monthly one hour meetings to discuss how to successfully grow and maintain a prosperous business, including the creation of Standard Operating Procedures.

Seasoned Package

Starting at $350/month (plus Quickbooks Online or Wave subscription)

This package is for the business owner that has achieved a consistent annual gross revenue of over $100,000 for three years.

Like the Intermediate Package, business owners in the Seasoned Package tier will receive quarterly 90 minute meetings, in addition to the standard bookkeeping services.

The meetings will provide fractional CFO services.

Rates will be determined on a case-by-case basis for businesses with an annual gross revenue of $200,000 or more.

Additional SDS Bookkeeping Services

Scheduled In-person or Zoom Meeting

$90/Hour

Business Themed Discussions of business owner choice.

Creation of Chart of Accounts

$50 - One Time Fee

(Complementary if you are a bookkeeping client)

  • One hour meeting to discuss structure.

  • Tips for business owner to add additional accounts.

Monthly Payment of Bills

  • Bills paid via ACH or billpay from client’s business bank account

  • Bills paid via paper check provided by client, written from client’s business bank account

$25 / Five bills (or less) paid monthly

$50/ Ten bills (6-10) paid monthly

Payroll Management

$50 - One Time Fee to set up in Gusto, ADP, or Quickbooks Payroll

  • Enroll and invite employees

  • Create employee wage structure

  • Set benefits/garnishment deductions

$25/Month - Five Employees

$40/Month - Ten Employees

$60/Month - Fifteen Employees

Bookkeeping Training in Quickbooks Online or Wave Accounting

This six week (or bi-weekly) training is for the DIY business owner who has a basic understanding of recording financial transactions or for those who aren’t ready for full bookkeeping services.

$350/6 week training. One hour lessons are in-person or via zoom.

  • Customized instructions to create Chart of Accounts - including linking bank accounts and setting organization specific categories.

  • Lesson on the difference between COGS, Expenses, and Liabilities.

  • How to prepare for taxes throughout the year to prevent a stressful tax season.

  • How to reconcile bank and credit card accounts on a monthly basis and the importance of the process.

  • Four quarterly reviews of owner-reconciled books to verify accuracy and update processes as needed.