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Bookkeeping Packages

Select a Package

Bronze Package

  • All transactions entered into QuickBooks
  • Assign all transactions to the appropriate income and expense accounts
  • Reconciliation of Bank Statements: Your bank statements can be emailed directly to R & R Tax and Bookkeeping for reconciliation.
  • Financial Statements: R & R Tax and Bookkeeping will provide monthly financial statements for your review as part of our basic bookkeeping services packages:
    • Profit & Loss
    • Balance Sheet
    • Bank Reconciliation Summary
    • General Ledger
  • Year End Reports for your Accountant: We will provide your accountant with the information they need to quickly and inexpensively prepare your taxes
  • 30 min with bookkeeper or tax advisor monthly
  • Up to 49 Transactions

Silver Package

  • All transactions entered into QuickBooks
  • Assign all transactions to the appropriate income and expense accounts
  • Reconciliation of Bank Statements: Your bank statements can be emailed directly to R & R Tax and Bookkeeping for reconciliation.
  • Financial Statements: R & R Tax and Bookkeeping will provide monthly financial statements for your review as part of our basic bookkeeping services packages:
    • Profit & Loss
    • Balance Sheet
    • Bank Reconciliation Summary
    • General Ledger
  • Year End Reports for your Accountant: We will provide your accountant with the information they need to quickly and inexpensively prepare your taxes
  • Bank Reconciliation Detail
  • Trail Balance
  • Cash Disbursements Journal
  • Cash Receipts Journal
  • 1 hr with bookkeeper or tax advisor monthly
  • Up to 124 Transactions

Gold Package

  • All Silver features plus:
  • A/R Aging Summary
  • Collections Report
  • Accounts Payable: We prepare your checks for signature and send them to you to sign and mail out
  • Accounts Receivable: R&R will invoice your customers and manage collection as necessary. R&R can receive your payments and deposit them directly into your bank account
  • Assist with Cash Management: We will prepare collection letters for you to sign and send to your customers, and we will
  • Make sure your bills are paid on time, but no earlier than necessary
  • Vendor and Customer Files: We will maintain vendor and customer files for all those you do business with
  • Cash Flow Forecast
  • 1.5 hr with bookkeeper or tax advisor monthly
  • Up To 199 Transactions

Platinum Package

  • All Gold features plus:
  • Profits & Loss Budget Performance
  • Payroll Summary. Journal Entries Entered Monthly Sales Graph
  • Monthly Income and Expenses Graph
  • Monthly Budget vs. Actual Graph
  • Monthly Net Worth Graph
  • Monthly Aging A/R Graph
  • Custom-Designed Reports: We will prepare custom-designed reports that provide you with the information you need to manage your business better Some reports we can provide include:
  • Budget vs. Actual: We can provide you with a monthly budget vs. actual report so you can see how you are doing against your projections.
  • Customer Reports: We can provide reports to help you identify your most and least profitable customers
  • Breakout of Expenses. Rolling Forecast
  • Employee Reports
  • 2 hrs with tax advisor or bookkeeper monthly
  • 200 + Transactions

Click get started below to take the brief bookkeeping questionnaire.

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