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FIRST-TIME CLIENTS

A 15-minute session to answer all your questions and see how Happy Piggybank Company can be of service to you.

FIRST TIME CLIENTS ONLY.

This is where your bookkeeping begins. We create your QuickBooks file, link your bank and credit card accounts, set up your income and expenses and create a financial eco-system that accurately reflects your lifestyle, your business...in a word: you.

We're not just here to "do your books".  What sets Happy Piggybank Company apart from other firms is how much we enjoy helping our clients understand their own money and navigate their financial world. We want to know how you feel about money and how it informs how you handle it.  You can book as little as one hour or as many as four at a time.

Up to three accounts (think checking, savings, credit card)

Quarterly reconciliations and financial reports

up to 90 transactions per quarter

$250.00 Initial Setup

Up to five accounts (think checking, savings, credit card)

Monthly reconciliations and financial reports

Up to 50 transactions per month

Period review and close out

$400.00 Initial Setup

Up to eight accounts (think checking, savings, credit card)

Weekly reconciliations and financial reports

Up to100 transactions per month

Period review and close out

A/P Management (monthly bill-pay with up to 20 vendor bills per month)

Payroll services

$750.00 Initial Setup

Help gathering your income tax documents with the use of our Happy Piggybank Company Tax Organizer, which will make your tax preparer's job much easier and save you money.

If you are an individual, sole proprietor or LLC we are here to file your federal and California state income taxes for you. Additional schedules at 150.00 each.