Services Designed Around Your Business
Every business is unique, and your accounting solutions should reflect that.
Penciled In Accounting provides adaptable services that align with your current needs and scale alongside your growth.
What We Offer
CPA Concierge Services
Get clarity on your Books once and for all.
Sometimes, all it takes is a knowledgeable guide to help you navigate the complexities of QuickBooks or Xero. Our CPA concierge services empower business owners and their teams to confidently understand and manage their financial data. We ensure everything is properly configured from the outset.
Our hands-on QuickBooks / Xero training is customized to your processes, complemented by a thorough review of your current setup to identify potential improvements. Consider it a financial health check for your accounts.
Fractional Outsourced Controller
Expert insight with personalized service
Not every business needs a full-time Controller, but every business benefits from professional oversight. Our Fractional Controller service provides part-time, CPA-level expertise to maintain the smooth operation of your accounting department and guide informed decision-making.
This service is entirely tailored to your needs, potentially including monthly Profit & Loss reviews with variance analysis, Balance Sheet reconciliations, oversight of GAAP revenue recognition, and review of your accounting team's work. Additional support, including hiring assistance and increased availability, is offered without the commitment of full-time costs.
Monthly Accounting Packages
Select the support level that suits your current business stage.
All packages are executed in QuickBooks, customizable, and feature direct communication with our team. As your requirements evolve, you can upgrade accordingly.
Bronze - Our essential package for maintaining accurate and dependable records. Includes reconciliation of up to two bank or credit card accounts, transaction matching or coding, general ledger review, and timely financial statement delivery. We're on hand during business hours for any inquiries. Prefer your team to manage day-to-day coding? We offer training and review services.
Silver - Enhanced for businesses with greater transaction volume or complexity. Features comprehensive reconciliation, transaction matching and coding, general ledger analysis, and financial statements. Your accounts are meticulously managed each month, freeing you from the hassle. This plan also include business hours availability for questions.
Gold - Our premium package for a comprehensive financial overview or for those employing GAAP accrual accounting. Building on Silver, Gold includes revenue recognition entries, prepaid and expense accrual entries, loan and depreciation activities, and reviews of the Accounts Receivable and Accounts Payable reports. Financial statements are reviewed via Zoom monthly or quarterly as needed.
Yearly Add-On Services
Because annual tasks deserve exceptional attention.
Looking for additional support beyond monthly services? We offer a variety of add-on services for those pivotal annual tasks, including 1099 preparation, annual budget development, cash flow worksheets, financial ratio analysis, employee training sessions, hiring support, job description creation for accounting roles, and custom Standard Operating Procedures for your accounting department. These services can be integrated with any ongoing package.
Not sure which option is right for you?
That's exactly what the free consultation is for. Let's talk through where your business stands and figure out the best fit together.