Accounting & Bookkeeping Services

Our Monthly Bookkeeping Service saves you time and helps you make informed decisions, offering more than just basic accounting. We deliver customized solutions that reduce stress, save time, and drive your business growth.

At Whetzel & Co, we understand that most business owners lack the time or expertise to manage their bookkeeping efficiently. Without the right professionals overseeing your financials, you risk wasting both time and money. That’s where our trusted bookkeeping affiliate steps in—relieving your financial stress while educating you on key aspects of your business.

We take the time to get to know your operations intimately, identifying important metrics to monitor. With our experience, we can spot irregularities and uncover cost-saving opportunities tailored to your unique situation. By working closely with you each month, we open the door for proactive tax planning and valuable business advisory services, building a true personal partnership that drives your success.

We Offer Customized Plans Based on Your Business Needs

At Whetzel & Co, we understand that every business is unique, which is why we tailor our services to fit your internal team and operations. Our core service includes accurate, monthly cash basis financial statements, with every transaction properly categorized and reconciled across all bank accounts, credit cards, and loans.

We also offer add-on services like payroll management and 1099 issuance at year-end. Our team can assist with tracking inventory, accounts receivable, and accounts payable to keep your financials in top shape.

Pricing for our monthly bookkeeping services starts at $500/mo and vary and range depending on needs. Let us help you streamline your financials and drive your business forward.

Core

  • Bank and Credit Card Reconciliations

  • Monthly Income Statement and Balance Sheet Delivered Via Client Portal

  • Cash Basis Only

  • Annual Tax Depreciation Entries

  • CPA Oversight

Advisor

  • Bank and Credit Card Reconciliations

  • Monthly Income Statement and Balance Sheet Delivered Via Client Portal

  • Accrual Basis Available

  • Annual Tax or Book Depreciation Entries

  • CPA Oversight

  • Inventory and Accounts Receivable Tracking

  • Payroll Management Through Gusto

Virtual CFO

  •  Bank and Credit Card Reconciliations

  • Monthly Income Statement and Balance Sheet Delivered With CPA Analysis

  • Accrual Accounting

  • Book Depreciation Entries

  • CPA Oversight

  • Inventory and Accounts Receivable Tracking

  • Payroll Management Through Gusto

  • Sales Tax Filings

  • Weekly CPA Meetings

    Year-End Tax Projection

CPA Oversight of Your Books
Leads to a Higher Level of Service

Anyone can call themselves a bookkeeper, but this unregulated field often results in inaccurate and disorganized financial statements. We see this regularly when preparing business returns for our tax clients. Inefficiencies are frustrating, and an unqualified bookkeeper only creates more work for our tax team, leading to higher costs. That’s why we've partnered with a professional bookkeeping team to provide our business clients with a seamless, one-stop solution. Your dedicated bookkeeper is supported by a team that reviews and manages your monthly engagement, while our accountants identify tax credits and planning opportunities throughout the year as your situation evolves.