Bookkeeping and Advisory Plans to Match Your Needs and Your Budget

When you have our dedicated MatchBooks team on your side, you can feel in charge and confident about your finances and your business because we have your back. When working with us, you'll enjoy the benefits of:
- Financial Situation Awareness: Knowing where you are financially helps you make better business decisions. Can I hire that new employee? Can I take advantage of low prices and buy that inventory?
- Sound Financial Mindset: When you know your company is profitable, your bills and receivables are are up-to-date, and your vendors have been paid, you can focus on your clients and their needs.
- Safeguards are in Place: Access to your financials on a monthly basis prevents fraud and allows you identify expenses that were not authorized. You will also know that your state filings are up to date and payroll taxes have been processed.
Bookkeeping Plan
MatchBooks offers a no-charge, initial consultation to determine if our services are the right fit for your needs. In this meeting we learn what your accounting and bookkeeping needs are, more about your business goals, and we'll work with you to determine what plan or service(s) is right for you.
We offer affordable monthly plans that can be customized to meet you or your business' specific needs
Pro-Active Services
Controller Services
Month End CloseFinancial Statement PreparationCash Flow Management & ForecastBudget Preparation & TrackingIndustry ComparisonsKey Performance Indicators (KPI)Review Financial Results with ManagementTax & Audit Support(2) Scheduled Meetings per MonthUnlimited Online Support by Phone & Email
Transactional Services
Bookkeeping and Accounting Services
Post Bank TransactionPost Credit Card TransactionReconcile Bank and Credit Card AccountsBill your ClientsPay your Vendors(1) Scheduled Meeting in a monthUnlimited Online Support by Phone & Email
M&A Transactional Services
Add M&A Services to any service package as needed
Business ValuationSell your BusinessBuy a Business
Additional Services
Add Additional Services to any service package as needed
PayrollProperty TaxSales / Use TaxQuickbooks Software Training
Strategic Services
CFO Services
Strategic Advisory ServicesForecasting & ModelingPerformance by Job or ContractBanking RelationshipsBoard & Executive Meetings(4) Scheduled Meetings per MonthUnlimited Online Support by Phone & Email
Business Consulting
Consulting Services
Business StrategyOperations Systems & ReviewManaging Growth to the Next LevelIT & Security AssessmentRisk ManagementGeneral Problem Solving
Non Profit Consulting and Fundraising