Whether you're an established business interested in saving time, a growing company ready to gain the best understanding of your business, or a start-up looking for the best tools to succeed, there is a Dex Bookkeeping, LLC virtual plan right for you!
Free up your time and have accurate records
Ledgers and Journals
Dex Bookkeeping, LLC will turn your receipts (and other documents) into proper journal and ledger entries each month (or weekly with our Premium plan).
Bank account & credit card reconciliations
We reconcile our records of your transactions against your bank and credit card statements to ensure that everything is recorded accurately. We are able to generate monthly reconciliation reports reflecting this.
Expense tracking & reporting
Gain insight into your operations with our expense tracking. Our reports can help you discover placed to improve efficiency, such as standardizing items that can then be bulk ordered.
See where your money is coming from and going
Get a true view of how your business is doing with monthly profit & loss statements, balance sheets, and statements of cash flow. We won't leave you to figure them out all on your own either; our Basic Plus and Premium plans also come with a plain English explanation of the numbers so you will have a quick and easy understanding of how your business is truly doing.
Accounts payable & accounts receivable reporting
Keep tabs on who you owe and who owes you with our AP/AR reporting. We can generate aging summaries to show who is past due, who is coming up, and who is on time. We can generate the same reports for who you owe. This can help you avoid late fees.
Gain a trusted partner in business
Cash handling & record keeping policies
Let Dex Bookkeeping, LLC help you craft policies that help your employees handle cash and the recording of expenses. This can include anything from creating a properly recorded petty cash fund to a step by step guide to receipt management. We work with you to create company policies that work best for you.
Work with your tax accountant
At Dex Bookkeeping, LLC, our first goal is to give you the tools to fully understand your financial situation. Our second goal is to make the job as easy as possible for your CPA or tax accountant. We do this by reaching out to them and tailoring our bookkeeping system to what they need for tax season. The combination of these two goals should result in a virtually stress-free tax time!
Access to 3rd party services
Dex Bookkeeping, LLC partners with 3rd party vendors to bring you a variety of business services including payroll, management, and human resources to help you have every tool you need to run your business.
|Ledgers and Journals||Monthly||Monthly||Weekly|
|Bank account reconciliation||Monthly||Monthly||Monthly|
|Credit card reconciliation||Monthly||Monthly||Monthly|
|Document Review and Consultation||-----||Monthly||Weekly|
|All Software Tools Required Included*||Yes||Yes||Yes|
|Work With Tax Accountant||Yes||Yes||Yes|
|Monthly price (per location)||$360||$520||$815|
Custom and hourly plans are available as well!
* Required software includes cloud-based accounting and other tools for sharing information