04 - Copper Quarterly Ongoing Bookkeeping Services
- Andria Radmacher
- Apr 16
- 7 min read
Updated: Apr 23
If your bookkeeping needs are basic but you still prefer professional handling, our Quarterly Copper bookkeeping service might be the right fit for you. This service is designed for those with fewer than 2 checking or credit card accounts and under 20 transactions per month. It is ideal for small businesses that require quarterly and annual financial statements. Should you need to add more transactions or accounts, these can be included for an additional fee or change order invoice. You can begin with this service and later upgrade to our more comprehensive programs as your needs grow. Since managing a business is demanding, let our skilled team of professionals take care of your bookkeeping and accounting tasks.
Services Included in the Copper Quarterly Program:
Bookkeeping Done Quarterly (some postings to be done Monthly at our discretion)
Financials reconciled and reported Quarterly by the 25th of the following Quarter end
Cash Basis Accounting
Team Support
Up to 2 Bank or Credit Card Accounts
20 Transactions Per Month included
Asynchronous response time to messages in the client portal.
Client portal online
Reconcile Bank & Credit Card Accounts Quarterly
Provide Year End Financials to your Tax Preparer or CPA by February 25th following year-end
HubDoc subscription included
Attachment of all source documents and receipts received to transactions for reference. Posted Quarterly.
15% Discount on Clean Up / Set Up Project
Change Orders for Out of Scope Requests
Book a Free Consultation to get pricing for this program.
Can not be combined with a CashFlow Advisory service. Must upgrade to Daily or Weekly bookkeeping in order to receive CashFlow Advisory support.
Can be combined with Budgeting advisory services which are performed quarterly after the books are finalized.
This is NOT a daily bookkeeping program. This is an annual program which means Transactions will accrue during the YEAR and will be posted and or reconciled ONCE a YEAR before the annual basic financials are posted in the client portal for review. This means your books will be up-to-date only ONE day each year (the day you receive your annual financials for the previous year). If you need your transactions posted daily please choose the Platinum program. If you need them posted weekly please choose the Gold Weekly program, if needed monthly please choose the Bronze program.*
This program does NOT include any annual Income Tax Filing Services for 1040, 1065, or 1120 tax forms. Your outside CPA or Enrolled agent will be responsible for your income tax returns and you will be billed separately from A Bigger Bottom Line for any income tax preparation and filings. You are required to pay for and handle all your own payroll taxes. We can help you send 1099’s at year-end using QuickBooks for an additional fee per 1099. We will work with your designated CPA to provide year-end financial statements and or access to your QuickBooks Online file for review.******
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