Core Package

Build a Strong Foundation with the Fundamentals

Wondering how to keep up with your budding business’s books?

If you’re here, then you’re already in the right mindset! You understand the importance of accurate, timely bookkeeping. However, now that you’ve had your business for a few years, you might be:

- Feeling foggy or overwhelmed just thinking about your numbers
- Worried about overlooking things or noncompliance—but unsure what you should be doing
- Searching for an expert to manage this vital task for you

And is it possible to find a virtual bookkeeper who will restructure your books so YOU can make sense of them?

**Build a bookkeeping system around your needs**

Yes, it is possible! Details Matter Bookkeeping & Advisory offers all the fundamental business bookkeeping services in our Core Package. Every business—and business owner—is unique. Whatever your needs, we’ll meet you where you’re at so you can easily:

- - - Stay organized and compliant
    - Gain clear, simplified reports and insights
    - Make informed financial decisions

Stop stressing about and sinking time into the books or letting uncertainty hinder your business decisions. We’ll make it as easy as possible for you to get back to doing what you love!

Schedule a Discovery Call

Core Package Details

prices starting at

$430/month

Chart of Accounts Optimization: Through our signature approach, we reorganize your reports, so they’re easier to read & understand
Monthly Transaction Categorization
Monthly Bank & Credit Card Reconciliations
Monthly Custom Financial Statements
Annual Review & Adjustments
Liaison to Tax Preparer
Unlimited Phone & Email Support
Secure (easy-to-access) Client Portal for Communication & Document

Service Add-On's

Customize your support with the tools your business actually needs

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Welcome to the Paperless Era!

If you are struggling to manage your bills and receipts, we have the solution! You can snap a photo, forward an email, or upload a pile of scanned invoices and we’ll help you manage it all. We attach every receipt to its corresponding expense in QuickBooks Online, so you never have to go digging through file cabinets or boxes again.

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Sales Taxes

If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.

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Clean-up & Catch-up Bookkeeping

Fallen behind on your books? Don’t worry—we’ve seen it all. Whether it’s a few months or a few years, we’ll help you get caught up, cleaned up, and confidently back on track. No judgment—just clean books and a fresh start.

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Advanced Tracking

Whether you have multiple locations, properties, or distinct business segments, our Advanced Tracking service ensures that your financial data is organized and classified according to your unique needs. For our Premium clients, this can include job-costing where we track and allocate expenses to specific projects or jobs, allowing you to accurately measure profitability, identify cost drivers, and make informed decisions to optimize project performance.

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Tech & Workflow Consulting

Ever feel like there has to be a better way to do things? We’re here to help you work smarter, not harder. Whether you’re looking to streamline processes, explore new software, or improve how your systems talk to each other—we’ll help you find the right tools, build efficient workflows, and make sure everything integrates seamlessly.

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Business Referrals

Not to brag or anything, but…we know people. We have relationships with several qualified and amazing CPAs in the area and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.