After the fact bookkeeping- Typically once a month services that are performed after the prior month has ended. This is also common if you haven’t done your bookkeeping in a while and need some clean up. You handle the day-to-day operations of your business. We work behind the scenes on the books recording the activity that has occurred on a schedule of your choosing. We reconcile, review, and provide financial reports. Prices will be discussed through consultation, and the frequency of services and level of activity depends on price.

Full charge bookkeeping- Typically performed on a more frequent basis like once a week or daily. Statera handles all the day-to-day bookkeeping operations of your business. We work for you and with you, front and center. Potentially run payroll, manage AR/AP, work with your tax prepare. We reconcile, review, and provide financial reports. Prices will be discussed through consultation, and the frequency of services and level of activity depends on price.

We perform the bookkeeping using QuickBooks. Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice a month, monthly, quarterly, and annually.

Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations.

We have many clients that don’t provide any documents, we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information. If you don’t feel comfortable with that, we will rely on you to provide all the information. You should also check with your bank, many these days allow for view only access where we are assigned our own login.

Yes, on a schedule to be determined. Daily, weekly, twice a month, monthly, quarterly and annually. We can customize to any schedule that you need.

Again, pricing will be discussed during consultation. The frequency of the services performed, the level of activity, and the complexity of the account increases the base price. Lastly, clean up jobs may be quoted at a flat or hourly rate.