The best business decision you’ll ever make.
We believe in transparency and setting expectations from the start so you will always be in control. We know every small business is unique, just like the diverse array of birds in the sky. At Blue Jay, we offer a range of tailored plans to meet your specific needs. Let's find the perfect fit for your flock and ensure that you only pay for what you need.
Monthly Service Packages
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Hummingbird
Though they are the smallest, hummingbirds are also the only bird that can fly in all directions even upside down. This package caters to the solopreneur who does it all and could use a little help to grow their side hustle.
Is this you?
No employees or regular contractors
1-3 bank/credit card accounts
Less than 15 clients or customers to invoice
No inventory
Accounting and bookkeeping are intimidating
Business and Personal are overlapping
Spending too many hours tracking and worrying about my finances.
No accounting system in place
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Robin
Renowned for their song, robins are often the first to sing in the morning and the last to stop at night. The Robin is designed for the relentless entrepreneur who tirelessly works on their business, offering a trusted and reliable partner they can count on.
Is this you?
Still a one man/woman show. No employees
2-5 regular contractors
1-5 bank/credit card accounts
Less than 15 clients or customers to invoice
No inventory
Need the numbers right so I can grow with confidence
I need a better overview of my business financials
I lack the peace of mind that I'm filing everything correctly and categorizing transactions properly.
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Cardinal
Cardinals do not migrate; they stay and forage for food all winter. Similarly, the determined entrepreneur perseveres, committed to building a successful business with the right team by their side. We are the cardinal’s secret weapon.
Is this you?
2-5 employees
5+ regular contractors or vendors
1-7 bank/credit card accounts
15 or more clients or customers to invoice
Little to no inventory
Payroll is not my strong suit
Need reports to tell me the ins and outs
My business is running me.
Tax season is stressful
End of year and quarterly filings are stressful
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Blue Jay
These highly adaptable bold blue birds are remarkably intelligent and have an amazing memory. This package is tailored for the business owner overseeing a small operation with employees, contractors, and regular vendors, requiring precise accounting to manage all facets smoothly.
Is this you?
5-10 employees
5-10 regular contractors and vendors
Has multiple bank/credit card accounts
Has 20+ clients (That’s awesome)
Has a small, countable inventory
Wants an uncomplicated payroll system
Needs a professional accountant to aid business growth and profitability
Have a CPA but they speak a different language
QuickBooks Set Up
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Setting up QuickBooks can be a daunting task so we will walk through all your needs and ensure that you are off to a great start. Then we will check back in with you in 6 months to ensure you stay on the right track.
QuickBooks Clean Up
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Business owners commonly set up QuickBooks and never look back, only to get to tax season with a huge back log. Blue Jay will clean it up and catch it up and give you peace of mind to move forward with confidence.
Teaching/Coaching
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You have an in house person but they are overwhelmed, QuickBooks can be scary for a beginner. Don't let them go just yet, especially if that person is you. We will coach, teach and mentor them saving you time and money in the process.
Other Services
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Maybe you aren't ready to buy a service but need some guidance or advise. Sessions staring at $50 per hour.
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Let us help with cash flow.
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Free for our local clients.
Digital Notary coming soon.
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Payroll runs with accuracy and efficiency.