Bookkeeping is Our Passion.
CYA Premium
Services
Services/
Pricing
We keep things straightforward at Cover Your Accounts. We bill your business for the time we spend on your accounting needs. Our rates are fair and depend on your business location, whether it’s in the Washington, DC (DMV) area or Omaha, Nebraska.
After we assess your needs, we’ll prepare a simple engagement letter detailing our hourly rate. You’ll receive this letter to review and digitally sign. Once it’s signed, we’ll contact you to schedule an onboarding call and get you started with our services.
Concierge
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Reconcile Bank Accounts*
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Reconcile Credit Card Accounts*
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Match Loan Balance to Statements
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Classify Transactions
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Record Customer Payments
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Maintain Customer A/R Accounts
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Pay Vendor Invoices
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Design Business Specific Chart of Accounts
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Monthly Financial Reports
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Year End tax Meeting with Tax Preparer (1 Session)
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Tax Planning with Tax Planner (1 Session)
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Retirement Plan Study
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Estimate Quarterly Tax Payments
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Customized Business KPI Report Package
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(12 / Years) Monthly Financial Reports and KPI Review
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(2 / Years) Meeting with Wealth/Estate Planning Team
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(6 / Years) Business Coaching or Strategy
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Introductions ti Business Network Partners
Managed For Success
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Reconcile Bank Accounts*
-
Reconcile Credit Card Accounts*
-
Match Loan Balance to Statements
-
Classify Transactions
-
Record Customer Payments
-
Maintain Customer A/R Accounts
-
Pay Vendor Invoices
-
Design Business Specific Chart of Accounts
-
Monthly Financial Reports
-
Year End tax Meeting with Tax Preparer (1 Session)
-
Tax Planning with Tax Planner (1 Session)
-
Retirement Plan Study
-
Estimate Quarterly Tax Payments
-
Customized Business KPI Report Package
-
(4 / Years) Monthly Financial Reports and KPI Review
-
(1 / Years) Meeting with Wealth/Estate Planning Team
-
(2 / Years) Business Coaching or Strategy
-
Introductions ti Business Network Partners
Basic
-
Reconcile Bank Accounts*
-
Reconcile Credit Card Accounts*
-
Match Loan Balance to Statements
-
Classify Transactions
-
Record Customer Payments
-
Maintain Customer A/R Accounts
-
Pay Vendor Invoices
-
Design Business Specific Chart of Accounts
-
Monthly Financial Reports
-
Year End tax Meeting with Tax Preparer (1 Session)
-
Tax Planning with Tax Planner (1 Session)
-
Retirement Plan Study
-
Estimate Quarterly Tax Payments
-
Customized Business KPI Report Package
-
(1 / Years) Monthly Financial Reports and KPI Review
-
(1 / Years) Meeting with Wealth/Estate Planning Team
-
Business Coaching or Strategy
-
Introductions ti Business Network Partners
Do you have a new business or need accounting software setup for your existing business?
Our New Business Setup Package Includes Accounting Software Setup, Chart Of Accounts, Setup Bank Account Sync, and Credit Card Sync.
Each of our clients has a customized accounting package to suit their businesses needs. Contact us to set up a free needs analysis on how we can organize your business accounting.
Certificates In Our
Collection
- info@coveryouraccounts.com
- (703) 906-4230
