Keep Your Books Organized and Your Business Running Smoothly
Accurate bookkeeping is the foundation of every successful business. Fratelli CPA provides reliable monthly bookkeeping services designed to give business owners clear financial information, improved cash flow visibility, and confidence in their numbers.
Whether you're a new business owner or managing an established company, we help keep your records accurate and up to date so you can focus on growing your business.
BOOKKEEPING PACKAGES
Bookkeeping Solutions Designed for Every Stage of Business
Whether you need basic bookkeeping support or comprehensive financial oversight, we offer service options designed to fit your business needs.
Foundation
Designed for businesses with straightforward bookkeeping needs.
Includes:
• Initial Financial Health Review
• Monthly transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Up to 3 bank or credit card accounts
• Up to 150 monthly transactions
• Financial statements delivered by month-end of the following month
• Standard response times (Within 72 hours)
Collaboration
For growing businesses requiring additional support.
Includes everything in Foundation plus:
• Up to 5 accounts
• Sales tax filings
• Loan tracking
• IRS Notice Assistance (Related to Services Performed by Fratelli CPA)
• Financial statements delivered by the 25th of the following month
• Faster response times (Within 48 hours)
Premium
Comprehensive bookkeeping support for established businesses.
Includes everything in Collaboration plus:
• 6+ accounts
• Multiple loans and liabilities
• Reasonable compensation analysis (S-Corps)
• Estimated tax payment calculations
• Quarterly financial reviews
• Financial statements delivered by the 15th of the following month
• Priority response times (Within 36 hours)
Every bookkeeping engagement begins with a complimentary review of your current books to determine the appropriate service level and identify any cleanup work that may be required.
