Bookkeeping & Accounting Plans
About Our Monthly Bookkeeping & Accounting Service
Norton Financials offers monthly bookkeeping & accounting plans. All work is completed remotely, so it's an online accounting service. Clients of Norton Financials receive real-time reporting, accurate accounting, and tax-ready books. We utilize technology, apps, and integrations with third-party's to streamline processes & make the entire accounting process more efficient. Our team will categorize your bank transactions, reconcile all bank and credit card accounts monthly, and provide accurate profit & loss and balance sheet reports at month-end. Monthly bookkeeping & accounting services start at $500/month. However, the cost of monthly packages will increase depending on volume of account activity, number of bank & credit card accounts, complexity of company accounting, and scope of services. Schedule a Consultation by filling out the below form so we can provide you with a firm quote for your business.
How it Works
Step 1: Setup
The first step is to introduce you to your onboarding specialist. This specialist will walk you through the entire onboarding process. We get started by understanding the state of your company's books. We will offer innovative solutions to streamline tasks to save your company time and money. For example, we recommend moving to either QuickBooks Online or Xero Accounting in order to allow remote maintenance, bank feed integration, etc.. If you are using desktop, and would like to move to QuickBooks Online or Xero Accounting, we can complete this conversion for you. Lastly, If there is catch-up work that needs to be done to get the books current, your onboarding specialist will review with you what we can do to get your books tax-ready as quickly as possible.
Step 2: We handle your company's bookkeeping & accounting
Your work is done! After we have you setup using an online accounting software (QuickBooks Online or Xero Accounting), we have everything we need to categorize transactions in the accounting software daily as they hit the bank account. If our team ever runs into any issues or needs anything, we will reach out.
Step 3: Reports
After the month is over, and all accounts have been reconciled, your account manager will send you monthly & year-to-date profit & loss and balance sheet reports.