Understanding Our Different Bookkeeping Services
We offer three primary packages of bookkeeping services – basic bookkeeping, advanced bookkeeping and full charge bookkeeping. Each is tailored to meet the diverse needs of businesses. With our experienced team of bookkeeping professionals, we are committed to delivering accurate, reliable, and timely financial services.
The Basic Bookkeeping package includes:
Bookkeeping is different than accounting. Our basic services are ideal for businesses who sell services rather than goods. Although we call this package “basic”, there’s nothing basic about this service which includes:
- Transaction monitoring and coding (115 transactions and 2 accounts maximum, additional transactions and accounts will incur additional fees) on a weekly or biweekly schedule. We monitor your accounts at the frequency you prefer so you know someone is keeping an eye on your financial accounts and can alert you if anything seems out of the ordinary.
- Maintaining and updating all lists (vendors, customers, COAs and more).
- Management review of your monthly financials.
- Basic monthly financials ready for you when you need them.
Our goal is to help you have easy access to up-to-date, accurate financial information about your business when you need it. You can add our bookkeeping services to our administrative support package, or we can customize another package to fit your needs!
Basic Bookkeeping
This package is for business entities with annual gross revenue between $400k and $1 million. If your business has less than $400k in annual revenue, we offer semi-annual or annual bookkeeping services.
Starting at
$500/Month
The Advanced Bookkeeping package includes:
- Journal entries to record things that may happen outside of your business accounts but still need to be captured in your financials (maximum of 5 entries per month additional entries will incur additional costs).
- Financial reports sent to you on a monthly basis. Reporting is at the heart of every successful business. We listen to your needs and create the reports through Reach Reporting that are comprehensive, easy to understand and provide you with the information you need to manage your growing business.
- Equity management. We make sure your time and money invested into your business are captured so that there is a complete accounting of what you have put into your business and what your true profitability is (maximum of 2 journal entries per month, additional entries will incur additional fees).
- Inter-company account management. This service is for the Multi Entity Owner; call us for more details on this service.
- Sales tax filing for all clients who need help with reconciling and paying sales tax. Let us take that burden off your plate.
- Contractor payment tracking. We always recommend using our trusted payroll partner, Gusto, for all of your payroll and 1099 needs. If you prefer we track it through QuickBooks, we are happy to do that as well.
Advanced Bookkeeping
This package is for business entities with annual gross revenue between $400k and $1 million. If your business has less than $400k in annual revenue, we offer semi-annual or annual bookkeeping services.
Starting at
$875/Month
The Full Charge Bookkeeping package includes everything in the advanced package plus:
- Key Role Staff Assignments. This provides you with standard staffed positions including controller, bookkeeper, and administrative management, all working under your brand. These services are fully customizable based on your business needs.
- Revenue Operations Management. It’s our goal that your e-commerce store, POS system or field management software, and accounting software are in sync and reporting accurately. We handle every aspect of your revenue process, from sending out bids and estimates all the way through to collecting payment and costing out your projects or volume sales.
- In-Depth Financial Reporting. Key to any business is staying informed about all aspects of the financials including cash flow, accounts payable, accounts receivable (including aging reports), uncollectible debt and ROI, for the metrics that matter most to you. Productivity analysis, periodic shop rate and burden reviews so we can make sure your profitability goals are not being derailed by low efficiency.
- Advanced Cash Forecasting and Financial Modeling. If you are ready to make decisions about the future direction of your company, you will want this service.
- Quarterly presentations for you and your business partners so you have all the information you need to make informed decisions on the next steps for your business.
- On-call support from highly experienced administration staff so you can focus on what is happening in your business while we take care of the paperwork.
Full Charge Bookkeeping
Recommended for rapidly growing businesses and those who require AR/AP management, inventory tracking & reconciliation and cost accounting services.
Starting at
$1,750/Month
What Our Clients Say
GOOD Based on 12 reviews Samuel CainJune 28, 2024Trustindex verifies that the original source of the review is Google. Highly recommend for stress and worry free bookkeeping from a great team who cares! Barbara TijerinaJune 27, 2024Trustindex verifies that the original source of the review is Google. During an extremely difficult transition in my life, as I was walking into unknown territory, Brandy and her team helped me navigate through the difficulty of not only changing needed information but in preparing my taxes for the past two years. The customer service was very professional. I could count on getting a response to my questions or concerns within the business day, many times from Brandy herself. Using COR brought me much peace during what could have been chaos and was the best decision I could have made. Thank you Brandy and the entire COR team. Purchasing and ReceivingJune 27, 2024Trustindex verifies that the original source of the review is Google. Great bookkeeping and tax services! The team at COR takes so much off my plate allowing me to focus on the things in business that I enjoy. Everything is detailed and organized and I always have peace of mind about my businesses finances! Highly recommend!! Martin RangelJune 27, 2024Trustindex verifies that the original source of the review is Google. Hired COR to put my company’s books in order. They did phenomenal work so I had them also file our taxes 2024. They are now our preferred tax and bookeeping service! I definitely recommend them. TangollamaJune 27, 2024Trustindex verifies that the original source of the review is Google. I couldn't be more thrilled with the bookkeeping service I received! Their attention to detail and professionalism are truly top-notch. They made the entire process seamless and stress-free, handling everything with precision and care. The team is incredibly knowledgeable and always available to answer any questions I had. Thanks to them, my financial records are in perfect order, and I have peace of mind knowing that everything is managed so efficiently. Highly recommend their services to anyone in need of expert bookkeeping!" Tim TaylorOctober 2, 2023Trustindex verifies that the original source of the review is Google. COR keeps my books straight and helps with a bunch of other little things that business owners have to deal with. They definitely make my life easier. Worth every penny that I spend with them!! Samarit GalarragaSeptember 14, 2023Trustindex verifies that the original source of the review is Google. COR Book Keeping has been an essential tool to running my business. They have allowed me to focus on what is important while knowing the financial aspect is being taken care of! 10/10 would recommend 🙂
Unlock Your Business's Potential
Schedule your free consultation now and let our tax strategy experts customize a tax preparation plan designed for your business’s success. Discover how our added bookkeeping proficiency can support your financial journey.