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Bookkeeping services 

Services

At L & M, we offer Bookkeeping Set-Up and Clean-up Services to get your financial records organized and running smoothly. Whether you're starting fresh or need to fix outdated books, we ensure accuracy, compliance, and peace of mind.

Open For Business

Start-Up Package

One-Time Fee: $550

 

Best For: Businesses who prefer to manage their own bookkeeping.

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Start-Up Package includes:

  • Dedicated Account: Discuss your specific needs for bookkeeping and financial management.

  • Software Selection: Set up a QuickBooks or Wave account, with guidance on features and choosing the best fit for your business.

  • File Set-Up: Customize your chart of accounts, invoicing, and account settings to align with your business.

  • Reporting & Automation: Set up automated processes and reporting tools to streamline your accounting.

  • Training: 60-minute consultation for a thorough software walkthrough and guidance.

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This package includes up to 3 linked bank or credit card accounts.

 

Add-on Services:

  • Link accounts to your books

  • Additional training sessions

  • Obtain tax IDs

  • Incorporate your business, and more.

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Speak to your accountant for personalized solutions.

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Clean-Up Package

Get your financials in order with our Clean-Up Package:

  • Dedicated Accountant: Personalized support from a professional.

  • Data Entry & Reconciliation: Accurately record transactions and match bank/credit card statements with records.

  • Compliance Ready: Books organized for tax filing and audits.

  • Expense Tracking: Categorize and monitor business expenses.

  • Financial Reports: P&L, Balance Sheets, and Cash Flow updates.

  • Cloud Tools: Secure, real-time access to your financial data.

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Ideal for businesses using QuickBooks or Wave with up to 3 linked accounts. Additional fees for extra accounts.

Pricing:

  • 6 months or less: $250 per month cleaned up

  • 6 months to 1 year: $225 per month cleaned up

  • Over 1 year: $300 per month cleaned up

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Let us streamline your financials so you can focus on growth!

L & M Tax Plus 

704-817-8038

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