Bookkeeping Services

Our bookkeeping services provide comprehensive financial record-keeping solutions tailored to address the unique accounting challenges faced by architects and design firms.

Service Features

We understand that managing finances while focusing on creative projects can be challenging. 

Let us take the stress out of managing your finances so you can focus on what you do best.

*Required for new clients

Core Responsibilities

  • Records and maintains day-to-day financial transactions.
  • Verifies that transaction records appear in the correct books.
  • Processing accounts payable and accounts receivable, including vendor payments and customer invoicing.
  • Perform and manage accounts receivable functions including creating and sending invoices and following up to get them paid.
  • Perform and manage accounts payable functions including the processing of invoices due for payment.
  • Work with external vendors/clients to resolve any invoice problems or inaccuracies.
  • Maintaining confidentiality of financial information and protecting sensitive data.
  • Reconcile and verify all company invoices and monthly statements.

Choose a plan that works for you

Get our Consulting, Starter, or Custom plan with features that you need.

Consulting

$ 450 One-time fee
  • Financial analysis
  • Reconciliation and Cleanup
  • Software Setup
  • Budget Preparation
  • Report

Starter

$ 300 Monthly*
  • Financial analysis
  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliation

*Up to 20 hours a month

Custom

$$ Monthly
  • Financial analysis
  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliation

Let's Talk

We will contact you via email to set up a free, 30-minute consultation and learn more about what we do.

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Training ClassesPoints
Orientation training
3
Onboarding training
8
Client interaction/soft skills training
19
Revit training
2
CAD training
1
ArchiCAD training
5
Building technology training
7
CAD + BIM Expert
Leadership training
22
Quality Assurance (QA) training
AI Expert
10
Total points
77



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