Grable CPA & Company

BOOKKEEPING SERVICES

At Grable CPA & Company, we offer tiered bookkeeping solutions tailored to fit the needs of your business — whether you need simple categorization or full-service support. Explore our flexible service levels below:

Level 1: Basic Bookkeeping

Perfect for businesses that need minimal support.

Includes:

  • Categorization of bank transactions

  • Monthly reconciliation of bank accounts, credit cards, and loans

  • Basic financial statements emailed monthly

  • Annual depreciation and tax-related adjustments

  • Email-only communication with a 72-hour response time during business hours

Level 2: Outsourced Bookkeeper

Ideal for growing businesses seeking more collaboration.

Includes all of Level 1, plus:

  • Monthly review of accounts receivable (A/R) and accounts payable (A/P)

  • Monthly onsite or phone meeting

  • Unlimited email support with 48-hour response time

  • Up to 30 minutes per week of bookkeeping review and client support

Level 3: Collaborative Bookkeeper

Great for businesses seeking strategic financial support.

Includes all of Level 1 & 2, plus:

  • Monthly inventory value review

  • Adjusting entries to liability accounts

  • Entry of cash or non-bank ledgers

  • Custom financial reporting

  • Indiana Department of Revenue payments managed (no extra charge)

  • QuickBooks Online subscription included

  • Business coaching

  • Monthly bookkeeping review (up to 2 hours)

  • Unlimited email support with 24–36 hour response time

  • Discounts available:
    ▫ 5% off with 6 months paid in advance
    ▫ 10% off with 12 months paid in advance

Level 4: Limited Accountant

Our most comprehensive monthly accounting service.

Includes all of Level 1, 2 & 3, plus:

  • Monthly adjustments for depreciation

  • Annual corporate tax return fee included

  • Ad-hoc audit responses at no extra charge

  • Financial reporting directly to banks or lenders

  • Automatic tax return extensions (if applicable)

  • Business Tangible Personal Property Tax Return filings (if applicable)

  • Unlimited email & phone support with 24-hour response time

  • Requires auto-pay or ACH for monthly retainer

Add-On Services (Available with Any Level)

  • Owner/Shareholder personal tax return preparation

  • 24/7 support outside of regular business hours

  • Payroll preparation services

  • Custom packages available on request