Premier

My Premier monthly bookkeeping plan is for busy, growing businesses that want a clear, timely picture of their finances and ongoing support from a trusted professional. If you handle up to 500 monthly transactions and operate with multiple bank, credit card, or loan accounts, this plan keeps everything organized and gives you deeper reporting to guide decisions.

Premier includes all Growth plan features-monthly categorization and reconciliations, invoice and accounts receivable tracking, sales tax tracking, 1099 contractor tracking, secure document storage, and a tidy year‑end package ready for business tax preparation. On top of that, I actively manage your bills and accounts payable, so you can quickly see what is due, when, and to whom, helping you avoid late fees and surprise cash crunches.

Each month, you receive cash flow statements that show how money is moving in and out of the business, not just what happened on paper. I also prepare budget‑versus‑actual reports so you can compare what you planned to spend and earn against what actually occurred, making it easier to adjust pricing, staffing, or expenses in real time.

Premier clients receive priority, same‑business‑day email responses. When you have a question about a large purchase, a financing decision, or how something will affect your individual tax return, you get a prompt, plain‑English answer instead of waiting days.

A dedicated monthly review call is part of this plan. I walk through your reports with you, point out trends, answer questions, and connect the numbers to your real‑world goals-whether that is hiring, paying down debt, or setting aside more for taxes. If you also need payroll processing services or higher‑level planning, I can integrate those into how your books are structured, so your entire financial picture works together.