Our Bookkeeping Services

We find that every business is unique, with its own distinct complexities. We partner with you to examine your existing processes and recommend a customized service plan that provides a "360 view" of your business's financial health and process improvement opportunities. We break down complex financial statements to provide you with easy-to-understand financial decision reports, offering a roadmap to help you save costs and drive revenue. We can also work with new business start-ups, easing into a low monthly cost model until your business is up and running efficiently.

A small business owner reviewing financial documents with a laptop and calculator on a wooden desk
A small business owner reviewing financial documents with a laptop and calculator on a wooden desk

Professional Plan

Most Popular

Essential Plan

Stress-Free

Premium Plan

Full-Time

Monthly Bank & Card Reconciliation

$300 per month

Best for Businesses under 40k Revenue

Upgrades available

Expense Categorization with Bank Rules

Monthly Financial Reports

Everything in Essential

Light AR and AP Tracking

Quarterly Reporting and Insight Reports

Coordinate with your CPA

Priority Email Support

$600 per month

Best for growing Businesses over 40k+ Revenue

Upgrades available

$900 per month

Everything in Professional

Custom Reports and KPI Dashboards

Accrual Reporting, Payroll, and Loan Tracking

Provide Schedule "C" reports to your CPA

Monthly Loom walkthrough of results

Best for Businesses over 100k+ Revenue

Upgrades available

Business Consulting Support

Some owners may choose to manage their own financials or have employees who do. If so, fantastic! But if your business is struggling with business operations, we offer hourly consulting support. We work one-on-one with you and/or your staff to help identify issues holding back success. We have years of experience to quickly identify issues and apply past lessons learned. We analyze those time-consuming manual tasks that can be automated, saving significant time and costs.

For Consulting Support, we charge an hourly rate. Contact us for more information about pricing.

person holding pencil near laptop computer
person holding pencil near laptop computer

FAQs

I'm busy, should I hire to help with my books? If so, when?

Hire when your business is stable and has the financial reserves to pay invoices and meet payroll during seasonal revenue dips. Your Risk-Free Option: Outsource to Cornerstone. Advantages: you can use us when times or busy, and not use us during those revenue dips. No Obligations and No Contracts!

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What's the difference between a CPA and a Bookkeeper?

A CPA (Certified Public Accountant) has licensed credential requirements and provides (not an inclusive list) tax planning, financial analysis, audits, and regulatory guidance. A Bookkeeper is not required to have any license credentials and focuses on the day-to-day business of recording financial transactions, tracking cash flow, managing payroll, ensures financial accuracy, and reporting. And yes, I highly recommend adding a CPA to your team.

The Cornerstone Difference - Brings to your business years of Business Operations Consulting experience, which would otherwise be unaffordable.

  • Higher-level education degrees: Master's and Bachelor's Degrees in Business, Technology, and Accounting.

  • Accounting Software Certifications or deep experience in QuickBooks, MAS90, and SAP.

  • Business Operations Process Improvement certifications - Six Sigma Green Belt and PMI/PMP.

    References and Background Checks are welcome.

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How do I manage my Cash Flow? Seems like money comes in, and money goes out. I don't know when I can pay myself without risking missing a bill I must pay.

We get this question all the time. You're not alone! A Budget is a must! I cannot say this enough. A written budget for expenses you must pay, expenses to sustain your business, and the expenses that are nice to have. Align revenue streams that offset these expenses. Your Risk-Free Option and a lot less time-consuming is to Outsource to Cornerstone! We have years of experience and have ready-made budget templates that can quickly generate a "360 View" of your business, avoiding those surprises!

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Do you offer other services besides Bookkeeping?

Yes, we do. If your business is not in a position to hire an Accountant or like working with one business Partner, we will gladly ensure you don't miss a beat, offering the following additional services:

  • Payroll

  • W2/W3 Prep/Submission

  • Monthly/Quarterly Business Tax Prep/Submission

  • 1099 Prep/Submission

  • Budgets and Year-over-Year Analysis Reports

  • Hourly Consulting to help keep your costs low

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Does Cornerstone outsource my books to other agencies or have employees.

We don't outsource to anyone! There are companies that will outsource your books to offshore resources, or they handoff to unqualified employees, which I recommend you never do. I am a sole proprietor, "hands-on" managing my business, meaning I do it all, Sales, Support, and fingers on the keyboard entering your financial data. So like you, I'm running my business. I will however, coordinate with your CPA with your approval. I like to get their oversight and keep them updated with any tax avoidance implications. I like to say "Together Everyone Achieves More" - TEAM!

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We have the answers to your questions, and if we don't, we will consult with our outside partners and work with you to find the best path to ensure your business success.
Feel free to schedule a FREE Consultation to get your questions answered.