Growth-Oriented Business Accounting Services

Working with small businesses is the most rewarding work we do as we are able to make such an impact on the success of the entrepreneurs we serve.

We offer several subscription service packages to meet the needs of most small to medium sized businesses. These include but are not limited to the following services:

  • Monthly bank reconciliations and bookkeeping adjustments
  • Management of digital receipt repository for audit support
  • Accounts payable management
  • Continuous key performance indicator monitoring
  • Annual income tax preparation with comprehensive tax plan
  • Payroll processing and quarterly/annual payroll tax filing
  • Sales tax filing
  • Financial statement preparation
  • Cash flow management and budgeting
  • Coaching and advisory

Based on the needs of many businesses, we have created three levels of
service packages, which can be found on the following page. These packages are just an example of services that can be provided to your company. If you have additional requirements or if none are exactly the level of service you are seeking, please contact us for custom package creation!

small-business-2021-08-30-03-46-50-utc

Service Packages

Platinum

Starting at
$975/mo

  • QBO Subscription
  • Classifying of all income and expenses for the month
  • Bank reconciliations for all bank and credit card accounts
  • Periodic accounting adjustments
  • Monthly profit & loss statements
  • Set up of payroll & instructions
  • Employees paid by direct deposit
  • All payroll tax deposits and returns handled by Modern Reckoning
  • Annual individual tax return
  • Schedule C for business included
  • Preparation of Forms 1099
  • 1 hour management meeting to discuss prior quarter results
  • Opportunity to discuss issues and troubleshoot
  • Plan improvements for following month
  • Choose 3-5 most important metrics to track
  • Receive quarterly report on performance

Gold

Starting at

$650/mo

  • QBO Subscription
  • Classifying of all income and expenses for the month
  • Bank reconciliations for all bank and credit card accounts
  • Periodic accounting adjustments
  • Monthly profit & loss statements
  • Set up of payroll & instructions
  • Employees paid by direct deposit
  • All payroll tax deposits and returns handled by Modern Reckoning
  • Annual individual tax return
  • Schedule C for business included
  • Preparation of Forms 1099
  • 1 hour management meeting to discuss prior quarter results
  • Opportunity to discuss issues and troubleshoot
  • Plan improvements for following quarter

Silver

Starting at

$500/mo

  • QBO Subscription
  • Classifying of all income and expenses for the month
  • Bank reconciliations for all bank and credit card accounts
  • Periodic accounting adjustments
  • Monthly profit & loss statements
  • Set up of payroll & instructions
  • Employees paid by direct deposit
  • All payroll tax deposits and returns handled by Modern Reckoning
  • Annual individual tax return
  • Schedule C for business included
  • Preparation of Forms 1099

Trusted Expertise

Not only do we accomplish all of the tangible services in a given service package, but with Modern Reckoning, concrete value is added to your business team. Having us on your team also gives you:

  • Access to a highly credentialed professional who holds a Certified Public Accountant license in Massachusetts, along with a Masters in Business Administration, Concentration in Accounting degree
  • Peace of mind knowing an expert is on your team to oversee the financial side of your business, helping you to understand your numbers and providing direction when changes are needed.
  • More time to focus on your business growth rather than spending time on bookkeeping, bank reconciliations, processing payroll, and paying taxes.
  • A trusted advisor to help guide you through tough business decisions and help you clarify your business plan.
  • Enhanced budget preparation and monitoring by creating financial metrics that make sense to you and will help you drive your business.
  • The ability to forecast your tax liability and implement strategies to help minimize what you may owe via tax planning each fall.
Small business of a young woman. Beautiful young woman worker in a workroom, measuring wood.

[Justine] set me up with a great system so accounting was never anything I had to worry about. Having Justine was the best decision I made.

Ashley Thompson

Pressed, A Creative Space

Justine brings our business complete peace of mind. Justine has gone above and beyond to bring us the ultimate client experience...She truly set our business up for success.

Jessica Paddock

Vizcaya Villa

[Justine] knows what she's talking about and will work hard to make sure things are done right. I love that she breaks things down so I can understand them. 

Katelyn Gerhardt

Independence Montessori Academy

Justine is one of the best decisions I made for my business! It is such a peace of mind to have someone so professional taking care of my taxes. She really cares about her clients and the work she provides.

Caroline Lima

Caroline Lima Photography