Monthly Packages

Freelancer Freedom

Freelance service providers have a lot to keep track of: expenses, income, mileage, self employment taxes... The Freelancer Freedom monthly package offers bookkeeping assistance to sole proprietors and independent contractors for an affordable monthly rate. Zephyr Bookkeeping will record all your deductible expenses (up to thirty per month), reconcile your bank accounts (up to two) and prepare monthly Profit & Loss reports.

Online Retailer

Have trouble reconciling your PayPal account every month? The Online Retailer monthly package will offer clients peace of mind by making order out of e-commerce chaos. Zephyr Bookkeeping will reconcile income transactions and expenses against bank accounts (up to three). This monthly package has several add-on options and always includes preparation of financial reports so you can see exactly how your business is doing.

Add-Ons

The following additional services can be added into any basic monthly package:
  • Additional bank accounts
  • Managing bank feeds
  • Applying payments to customer profiles
  • Entering bill payments and managing vendor profiles
  • Managing general ledgers and charts of accounts
  • Inventory management
  • Third Party Payroll Services
  • Accounts Payable Processing

Full Service Online Bookkeeping

Want us to do it all? No problem! We can: Zephyr Bookkeeping does not provide direct payroll services, tax preparation or tax filing. We can review online solutions available and make recommendations for providers of these services, as well as assist in the set-up process. Zephyr can incorporate third party online payroll processing into a monthly full service bookkeeping service if requested.

One-time Services

Software Selection and Set-Up

There are so many options for online accounting software, e-commerce providers and mobile application integration. We can discuss your business, the industry standards, and decide what options are best for you. Zephyr Bookkeeping can assist with the installation and set-up processes to get your company started.

Clean Up Services

Are your books a mess? Have they been that way for years? Zephyr Bookkeeping will clean up your bank feed, account reconciliations, e-commerce deposits, or general ledger transactions. This one-time service is priced on what and how many accounts you request work on.

Checkups

Looking for someone to double check the data entry for your business? Zephyr Bookkeeping can review your books and find the small mistakes that add up to big problems down the road. Quarterly or yearly checkups include cleaning up undeposited funds accounts, general ledgers, and forced reconciliations.

Time to Train

Want to do it yourself or train your staff? Zephyr can host live webinar trainings featuring how to create estimates/invoices, apply payments to customers, categorize expenses and track inventory. Attendees can join on their own computers from anywhere and follow along to learn hands on how to use the software they have chosen.

Billing

Pricing is available in both hourly rates and monthly retainer packages. An estimate will be provided after discussing your needs and the scope of service.