Services

 

What's included in our services?

All of our services include monthly matching and adding downloaded bank transactions, transaction splitting, monthly bank account management and reconciliations, year-end tax prep, and filing WA Department of Revenue monthly, quarterly, or annually.

 

Basic Service

Our entry level monthly service is for solo entrepreneurs with no employees, less than 60 total transactions monthly and starts at just $149/month. It Includes:

  • Managing 2 bank accounts
  • Managing 1 credit card
  • Filing WA Dept. of Revenue annually
  • Providing a monthly financial report
If basic service seems like more than you need right now, please ask about our quarterly or annual pay as you go service. And, when you've outgrown basic service, our full service bookkeeping also deals with customer invoicing, financial analysis, vendor bill payments and more. See below for details.

Full Service

Anyone with more complex bookkeeping needs, or who regularly must communicate bookkeeping or accounting issues such as how to categorize a particular expense, or tracking destination based income. Businesses which have employees, inventory, or a storefront usually fall into this category. Our full service bookkeeping can be granular in detail and accuracy while still remaining cost effective. Here is a partial list of what is available to our full service clients.

  • Monthly or weekly phone calls to discuss bookkeeping matters
  • Managing multiple bank accounts
  • Managing loans & credit lines
  • Monthly or quarterly DOR tax filings
  • Vendor Bill Entry and Payments
  • Client invoicing and vendor bill payments
  • Repeating bank functions such as preparing deposits
  • Working with Point of Sale & Customer Data systems
  • Splitting transactions into multiple categories
  • Tracking sales tax,tips, gift cards, fees, and donations
  • Adjusting Journal Entries
  • The list goes on, every business is slightly different

A la Carte'

Without increasing ongoing monthly plan costs, we offer several services "a la carte", or as a single-payment product. Turning stacks of paper into a clean profit and loss statement is one of our specialties. But, we also offer many services as stand alone or one time options such as:

  • Year end tax prep
  • Estimated self employment tax
  • Preparing loan applications
  • Past due tax return inquiries
  • Preparing past year financials
  • Negotiating with the DOR
  • Onsite accounting clerks
  • Audit preparation and more
Additionally, we offer several programs for helping entrepreneurs succeed financially including:
  • KPI (key performance indicator) tracking
  • Monthly self-employment tax calculations
  • Personal finance budgeting
  • Annual equipment depreciation studies
  • Lawyer IOLTA account management
  • Organizing financials for loan applications
  • Billing, invoicing, and tips collection issues
  • Mergers and Acquisitions prep
  • Sales Tax Tracking and more
If it concerns your business's financials, it's likely something we can either assist directly with, or provide a trusted resource who can.

 

Additional services

 
 

Book your free consultation

We love talking to business owners and making a difference. That's one reason why for 4 years in a row, Sound Bookkeepers has been awarded the "Best Bookkeeping Business of Shoreline" by an independent award agency. There's no cost for the initial call or first meeting and you can set it up online or call right now and see why our clients and accountants across Puget Sound recognize us as the premiere bookkeeping service in the Northwest.