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Service Packages

For Your Established Business

We would work as a Fractional service provider, offering flexible, part-time, or project-based financial record-keeping services. We are experienced in managing not only day-to-day transactions, reconciliations, payroll and reporting, but also Profit Centers, Job Costing, Inventory and more, without the cost of a full-time employee. This is ideal for mid-sized businesses & Non-Profits needing consistent, accurate financial data to stay tax-compliant and make informed decisions. Rates typically range from $500 to as much as $3000 per month with large or complicated entries or payrolls.

Bookkeeping

$270 – $450 Per Month
 
We’ll download and ID activity from multiple bank, credit card and loan accounts. With file sharing we can share bookkeeping responsibilities with you or your staff. We can monitor activity for accuracy and provide guidance. Reporting will be thorough and always available to you. We’ll have your QB file complete and ready to share with your CPA
24/7 visibility. Perfect for the hands-on business owner!

Fully Integrated Payroll

$75 Per Payroll +


$3.50 Per Employee, Per Payroll

We’ll process your payroll, tax deposits, quarterly returns & W-2s directly from your QuickBooks file. No logging onto other sites to manage your own payroll. No going back to post journal entries from reports or downloads. Simple — you provide the timesheet, we do the rest. Instant results in your QB reporting.

$250 One-Time Setup Fee (If Required)

​ Simple. You provide the timesheet. We do the rest. Instant results in your QB reporting.

“You are our primary focus; the lens from which we view all of our decisions.”

Laura James

Codetic

Let’s explore your business needs and how we can support your team! Contact us today at 209-267-1007 or through our Contact page, and one of our representatives will reach out to you.

Let’s explore your business needs and how we can support your team!

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Your Trusted Bookkeeping Partner, we understand that keeping your financials organized and up-to-date is essential for the success of your business.

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Location: Home Office –
431 Sutter Hill Rd
Sutter Creek, CA 95685

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Tax-Ready Confidence
Your books stay clean, accurate, and accountant-ready—no scrambling, no surprises, no last-minute panic.

Financial Clarity
Easy-to-understand reports show exactly where your money goes and how your business is really performing.

Ongoing Bookkeeping
Accurate monthly bookkeeping keeps your finances organized, predictable, and ready for smarter business decisions.

A Partner, Not Just a Bookkeeper
Ongoing support and financial insight so you can grow confidently, knowing your numbers are handled.

Clean-Up & Catch-Up
Behind on bookkeeping? We clean up past transactions and bring your finances fully up to date.

Established Business Strategy
We’ll bring our 30+ years of experience on QuickBooks. We’ll work side by side with your team getting up to speed on your current processes for a smooth transition. We’ll address any concerns you might have. Then we can address how these processes can evolve to better support your business.