Our Services

My Bookkeeper’s Services

My Bookkeeper is more than an accountant. It’s a partnership that brings peace of mind, stability, and, most importantly, healthy, balanced books. With scalable package options, our services can grow with your business. From a start-up to a thriving company, we’ll be with you every step of the way.

Packages We Offer
Basic

Ideal for Start-Ups

 

  • Cloud-based accounting software provided
  • Reconciliation of one bank account on a monthly basis, up to 50 monthly transactions
  • Reconciliation of one credit card account on a monthly basis, up to 50 monthly transactions
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided, including copies of income statement, balance sheet, and statement of cash flows
  • Phone and email access
  • Annual review meeting
  • Payroll reconciliation into QuickBooks from current payroll provider
Intermediate

Ideal for businesses with up to 5 employees

 

  • Cloud-based accounting software provided
  • Reconciliation of two bank accounts, up to 150 monthly transactions
  • Reconciliation of two credit card accounts, up to 100 monthly transactions
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided, including copies of income statement, balance sheet, and statement of cash flows
  • Payroll reconciliation into QuickBooks from current payroll provider, up to five employees through QuickBooks Intuit
  • Filing of quarterly and annual payroll tax returns
  • Phone and email access
  • Annual review meeting
Advanced

Ideal for businesses with 6-15 employees

 

  • Cloud-based accounting software provided
  • Reconciliation of up to three bank accounts, up to 200 monthly transactions
  • Reconciliation of credit card/merchant accounts on a monthly basis
  • Reconciliation of other miscellaneous balance sheet accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided, including copies of income statement, balance sheet, and profit and loss
  • Payroll reconciliation into QuickBooks from current payroll provider, or full payroll service from QuickBooks Intuit online
  • Filing of all quarterly and annual payroll tax returns
  • Phone and email access
  • Annual review meeting
  • Preparation and filing of sales tax monthly
Premier

Ideal for businesses with more than 15 employees

 

  • Cloud-based accounting software provided
  • Reconciliation of four bank accounts, up to 300 monthly transactions
  • Reconciliation of four credit card/merchant accounts on a monthly basis
  • Process up to 50 accounts payable invoices
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Preparation and filing of sales tax monthly
  • Payroll reconciliation into QuickBooks from current payroll provider, up to 15 employees through QuickBooks Intuit
  • Filing of quarterly and annual payroll tax returns
  • Telephone and email access
  • Mid- and end-of-year review meetings
Package Add-Ons

Year-end 1099s

Sales tax preparation

Accounts Payable 

Additional Meetings 

 

 

Let Us Help You

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2 Shawan Road Cockeysville MD 21030 | 443-686-0765

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443-686-0765
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