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Our Services

At Beyond The Books LLC, we provide reliable bookkeeping and financial support designed to bring clarity, accuracy, and confidence to your business. Our services are built around your unique needs, ensuring your books are organized, your compliance is secured, and your growth is financially supported. Whether you’re a startup taking your first steps or an established company ready to scale, we’re here to help you make informed decisions with precision-backed financial insight.

Financial Record Management

Accurate monthly bookkeeping including income/expense tracking, reconciliations, and up-to-date financial records to give you a clear picture of your business health.

Payroll Management 

Complete payroll processing and compliance, including payroll tax filings, direct deposits, employee onboarding setup, and annual wage reporting (W-2, 1099, etc.).

Financial Reporting & Advisory

Clear monthly, quarterly, and annual financial reports, along with guidance to help interpret your numbers, plan for growth, and make informed business decisions.

Packages

Starter
$ 297.00 / month

Ideal for Solopreneurs / Side Hustles

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  •  Books setup/cleanup (initial)
  •  Monthly transaction categorizations & posting
  •  Bank & credit card reconciliation (2 accounts)
  •  Monthly reports (upon request)
Standard
$ 597.00 / month

Ideal for Small Business (1-5 employees)

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  •  All starter features
  •  Bank & credit card reconciliation (4 accounts)
  •  AP/AR
  •  Payroll processing & filings (up to 5 employees)
Premium
$ 997.00 / month

Ideal for Growing Teams / Multi-Service Businesses

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  •  All standard features
  •  Bank & credit card reconciliation (6 accounts)
  •  Payroll processing & filings (up to 10 employees)
  •  Receipt management

Enterprise

Custom

Ideal for Rental Groups / Multi-Entity or Complex Setups

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  •  All premium features
  •  Unlimited accounts
  •  50+ employees
  •  And more!

Add-On & A La Carte Services

A range of optional services offered as stand alone services or as enhancements to your current plan.


Rental Management

  • Letter Mailings $10 / EA

    Preparation and sending of notices, reminders, and formal tenant correspondence 

  • Contract Creations $75 / EA

    Drafting customized rental or service agreements tailored to your business needs

  • Tenant Onboarding Package $30 / EA

    Welcome documentation, policy packets, and account setup for new tenants

  • Tracking & Support $100 + / MO

    Ongoing monitoring of tenant status, payments, and compliance with follow-up communication as needed


    *Package pricing available upon request



Miscellaneous

  • Historical Cleanup/Catch-Up Bookkeeping VARIES

    Correction and reconciliation of past financial data to restore accurate, audit-ready records

  • Additional Bank/Credit Card Accounts $50 / EA / MO

    Setup, categorization, and monthly reconciliation for excess accounts beyond package limits

  • Quickbooks Training $100 / HR

    Coming Soon! Personalized training sessions to help business owners better understand and manage QuickBooks

Payroll Services

  • Full Service Up to 25 Employees (Bi-Weekly) $200 / MO

    Payroll processing, tax withholdings, direct deposits, and quarterly/annual reporting

  • Full Service Up to 25 Employees (Weekly) $275 / MO

    Added staffing support and processing for higher-volume payroll (per every 25 employee)

    *Options available for fewer employees upon request