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BOOKKEEPING
Streamlined Bookkeeping for Business Success!
CGX Advisors is your trusted partner in seamless financial management. Our expert bookkeeping services cater to every aspect of your business, from meticulous setup to thorough cleanup, ensuring your financial records are not just accurate but a foundation for success. Explore our tailored monthly packages, including optional add-ons such as accounts payable and receivable, payroll, sales tax filing, & more--all designed to elevate your financial operations with precision and ease.
Explore Our One-Time Services
Bookkeeping Diagnostic Review
Understanding The Health of Your Books...
Before we begin organizing your financial records, we first need to assess their current state. We'll start with a thorough diagnostic review, which will evaluate your existing books, identify areas that need correction, and note what’s currently accurate. This process will enable us to generate a detailed report that will guide us in creating the most effective plan moving forward.
Pricing: From $250 and up
Bookkeeping Clean-Up
Get your bookkeeping back on track!
Behind on your bookkeeping? No worries. We can help you get back on track. We'll begin by ensuring your chart of accounts are accurate. Then, using the detailed report from our bookkeeping diagnostic review, we’ll confirm that all transactions are properly categorized, close your books, and generate your financial reports
Pricing: Varies. Schedule A Consultation For A Personalized Quote.
Bookkeeping Setup
Set your business up for success!
Just starting out? We can assist with that as well. We will work to understand your business, as well as your financial goals. We will then set up your chart of accounts and connect your banking and/or credit card accounts. Lastly, we will talk through which business reporting would work best for you and your business.
Pricing: From $500 and up
Ongoing Bookkeeping
Get the assistance you need throughout the year!
Our ongoing bookkeeping is completed monthly. All our monthly packages include the following:
Strategy Meeting
Monthly Meeting
Convenient Virtual Support
Bank Account Reconciliation
Credit Card Reconciliation
Detailed Monthly Business Reporting
Explore Our Monthly Packages
Primary Care Package
4 Weeks Onboarding Timeline
Record Transactions
Reconciliation of up to 2 accounts
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Up to 25 Transactions per account
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Financial Statements
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Month End Close
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Yearly Strategic Planning Meeting
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1 Monthly Business Review
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72 Hours Email Support Response Time
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24 Hours Phone Support Response Time​​
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12 month commitment
Pricing: Starting at $550/month
Secondary Care Package
6 Weeks Onboarding Timeline
Record Transactions
Reconciliation of 3-4 accounts
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Up to 50 Transactions per account
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Financial Statements
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Month End Close
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Bi-Yearly Strategic Planning Meetings
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2 Monthly Business Reviews
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48 Hours Email Support Response Time
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24 Hours Phone Support Response Time
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Up to 5 hours of IRS Notice and Audit Support per year
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No Contract - 90 days notice to cancel
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Satisfaction Guarantee**
Pricing: Starting at $850month
Tertiary Care Package
8 Weeks Onboarding Timeline
Record Transactions
Reconciliation of 5-6 accounts
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Up to 75 Transactions per account
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Financial Statements
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Month End Close
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Quarterly Strategic Planning Meetings
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4 Monthly Business Reviews
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24 Hours Email Support Response Time
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24 Hours Phone Support Response Time​
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Up to 10 hours of IRS Notice and Audit Support per year
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No Contract - Cancel Anytime
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Satisfaction Guarantee**
Pricing: Starting at $1150/month
**Satisfaction Guarantee includes refund of last month of service if unsatisfied.
Optional Bookkeeping Add-On Services
Revolutionize your business with our comprehensive bookkeeping add-on services, unlocking streamlined reports, instant insights, and unmatched support to supercharge your success – because efficient finances mean thriving businesses!
Payroll & Payroll Tax Filing Creating & Sending 1099 Accounts Receivable Accounts Payable Sales Tax Filing Income Tax Estimation
Quarterly Federal Income Tax Filing