Bookkeeping

Business Meeting

Bronze

Up to 99 Transactions Per Month 

  • Monthly Bank Reconciliation ( 1 bank account)

  • Monthly Credit Card Account Reconciliation

  • Monthly Financial Statements: 

  1. Balance Sheet

  2. Profit & Loss Statement

  3. Cash Flow Statement (Upon Request)

  • Annual Tax Planning

$299/month

Cheerful Business Meeting

Silver

100 to 199 Transactions Per Month 

  • Monthly Bank Reconciliation ( 2-3 bank accounts)

  • Monthly Credit Card Account Reconciliation

  • Monthly Financial Statements

  1. Balance Sheet

  2. Profit & Loss Statement

  3. Cash Flow Statement (Upon Request)

  • Semi-Annual Tax Planning 

$399/month

Open Sign

Gold

200 Transactions And Up 

  • Monthly Bank Reconciliation ( 2-3 bank accounts)

  • Monthly Credit Card Account Reconciliation

  • Monthly Financial Statements

  1. Balance Sheet

  2. Profit & Loss Statement

  3. Quarterly Profit & Loss Statement w/YTD Comparison

  4. Cash Flow Statement (Upon Request)

  • Monthly Financial Statement Analysis 

  • Quarterly Tax Planning

 

$499/month

Our mission is to help you meet your goals, both short term and long term. Having accurate and professionally prepared financial documents will enhance your ability to make business decisions. This can provide banks with the information that they need to help your business grow. Our services are customized to your specific needs.

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Accurate accounting and bookkeeping are essential to the success of any business. As a small business owner, chances are you have limited time to devote to maintaining your books and a budget that doesn’t allow for hiring an in-house accountant. At Succentrix Business Advisors, our affordable outsourced accounting solutions are the answer to relieving the stress of small business financial management. 

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Our Boise, ID CPA firm  provides personalized accounting services and shrewd advice on managing your money so that more of your time is free to concentrate on what’s most important to you, the daily oversight and success of your business. In addition to organizing your finances, and generating monthly reports, we also handle tax preparation. We do this all while keeping you dialed in on exactly where your business stands financially.
 

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