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Services

Bookkeeping Services for Veterinarians,
Equine, and Animal Care Services

Our done-for-you bookkeeping packages take the stress of bookkeeping and accounting off your plate so that you can focus on servicing your clients. See our primary packages below!

Talon Package

Dedicated Client Portal

Subscription to Hubdoc, a cloud based financial document storage & receipt expense management program.

Monthly recording, classifying and reconciling up to 2 bank/credit card accounts

Up to 100 transactions

Monthly Financial Reports

Unlimited Email Support

Quarterly video analysis on transaction trends and suggested improvements.

No contract (30 days notice for cancellation)

Paw Package

Dedicated Client Portal

Subscription to Hubdoc, a cloud based financial document storage & receipt expense management program.

Monthly recording, classifying and reconciling up to 4 bank/credit card accounts

Up to 250 transactions

Monthly Financial Reports

Unlimited Email Support

Monthly or Quarterly video analysis on transaction trends and suggested improvements.

No contract (30 days notice for cancellation)

Hoof Package

Dedicated Client Portal

Subscription to Hubdoc, a cloud based financial document storage & receipt expense management program.

Monthly recording, classifying and reconciling up to 5 bank/credit card accounts

Unlimited Transactions

Monthly Financial Reports

Unlimited Email Support

Monthly video analysis on transaction trends and suggested improvements.

No contract (30 days notice for cancellation)

Need a package that better fits your needs? Reach out to us about personalized options!

Add On Services

Employees are your company’s biggest asset – ensure they are paid correctly and on time with our payroll services!

Never worry about late payments again. We’ll create a cash-flow optimized bill pay schedule and process the payments via ACH or payment processor on your behalf.

Do you struggle with sending invoices or following up on ones that have gone unpaid? Our Accounts Receivable services help you stay on top of invoicing and never let payments fall through the cracks.

Our CPAs and enrolled agents can take tax preparation and filing off your plate. This helps you take advantage of the maximum deductions and ensures IRS compliance.

Ensure that your contractors receive the appropriate documentation at the end of the tax year by having us file 1099s on your behalf.

Dealing with sales and use tax filing can be cumbersome and confusing. Let us handle the logistics for you!

Every business needs a solid, sustainable budget. We can help you develop a budget that works for your business. We can also provide reports for monthly clients who want to see how well they’ve adhered to that budget.

Ready to delegate 100% of your company’s accounting? We offer Virtual CFO services that take bookkeeping, bill pay, accounts receivable, and other regular accounting tasks completely off your plate.

Behind On Your Books? Our Rescue Package is Here to Help!

If you’ve been ignoring your books for the past year - or even longer - then it’s probably time to address the backlog once and for all. Our Rescue Package gets your books in tip-top shape and gives you the tools you need to maintain compliance, identify long-term trends, and move forward with a clear and consistent accounting system.

Want to set up your practice or company for success? Our Wellness Package gives you the tools you need to succeed!

If you know you need a clean and consistent accounting system but don’t have one in place, our wellness package may be a good place to start. A particularly good fit for businesses that plan to do their accounting in house, the wellness package gives your staff the tools to succeed at bookkeeping for compliance on their own. This package includes setting up your QuickBooks Online Account, setting up a customized chart of accounts using AAHA standards, Hubdoc set up for tracking your receipts and documents, and a customized 45-minute video training.

See a package or service you want to learn more about? Book a free discovery call to learn if we’re a good fit for you!

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