Our services

Helping your business grow by the books

Knowing your books are accurate and up-to-date shouldn’t be a taxing endeavor. We help small-to-medium businesses reclaim their time, understand their financials, and grow confidently.

Perfectly proficient in QBO

Our preferred accounting software is Quickbooks Online due to its powerful features and user-friendly interface. We also use AppFolio, Entranta and Yardi for our property management clients.

Our client's two cents

"Perfectly Polley is responsive, thorough, and detailed-oriented. With their team approach, someone is always available to address concerns or collaborate on strategic opportunities."

Weekly bookkeeping

Starting at $1,500 per month

Our weekly bookkeeping package is designed for businesses that require regular insights and a high level of financial control. Our team will proactively monitor your books to help you make informed decisions with accurate and up-to-date financial information.

With our weekly bookkeeping package, you’ll benefit from:

  • Weekly services
    • Importing & classifying bank transactions into accounting software (up to 5 accounts)
    • Unpaid bills reporting
    • Outstanding accounts receivable balance reporting
  • Monthly services
    • Bank reconciliation (up to 5 accounts)
    • Month-end journal entries
    • Balance sheet reporting
    • Income or profit & loss statement reporting
  • Send reports to CPA as needed for filing taxes

Are you a good fit for our weekly bookkeeping package?

Ideal for businesses with a high volume of transactions or those requiring more frequent financial updates.

Monthly bookkeeping

Starting at $500 per month

Our monthly bookkeeping package is a budget-friendly option for businesses with less complex financial needs. Each month, we’ll provide you with essential services and insights to help you scale your business.

With our monthly bookkeeping package, you’ll benefit from:

  • Importing & classifying bank transactions into accounting software (up to 5 accounts)
  • Bank reconciliation (up to 5 accounts)
  • Month-end journal entries
  • Monthly balance sheet reporting
  • Monthly income or profit & loss statement reporting
  • Sending reports to CPA as needed for filing taxes

Are you a good fit for our monthly bookkeeping package?

Ideal for businesses with a moderate volume of transactions.

On-demand bookkeeping

Quoted at $150 per hour

Do you need a one-time hand with your bookkeeping? Our hourly, on-demand bookkeeping services are designed to help businesses ensure that their financial data is solid.

Whether you’re looking at selling your business, transitioning to a new accounting software, or need help catching up on your books, we’ve got you covered.

With our on-demand bookkeeping services, you’ll benefit from:

  • Cleanup or catch-up books (requires a monthly or weekly retainer)
  • Process bill payments on behalf of a client
  • Manage accounts receivable balances
  • Process payroll with a third-party payroll vendor
  • Additional budget strategy sessions
  • Operational cost analysis
  • W2 and 1099 filings
  • Quickbooks Online setup
  • Training sessions
  • Assistance creating budgets

Are you a good fit for our on-demand bookkeeping services?

During significant business changes like mergers, acquisitions or ownership transfers, an on-demand cleanup can ensure a smooth transition and accurate financial reporting.

Our client's two cents

"I am so thankful to have found Perfectly Polley! They are always available to answer our questions and provide reports in a timely manner."

Want to learn how to keep your own books?​

We developed Ezekiel’s Bookkeeper Course and Community to help entrepreneurs and future bookkeepers learn bookkeeping theory and best practices.

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