The Original Bookkeeping Package

This package is best for s-corp clients or individuals who do not have a lot of monthly upkeep. Included in the package is:

Financial Statements

Up to 2 credit/bank account reconciliations

1 Zoom meeting per month

 

Add on services can include:

Bill payments

Accounts Receivable

Accounts Payable

Sales Tax Filing

QuickBooks Training

 

Monthly Ongoing Bookkeeping

This package is best for clients needing more from their bookkeeper.

Financial Reports

Transaction matching

Credit card and bank account reconciliations

1 Zoom meetings per month

End of year 1099 and W-2 submittal

 

Add on services include:

Bill Pay

Accounts Payable

Accounts Receivable

Quarterly sales tax filing

Payroll

Phone support

Courtesy Reminder Calls (Collections)

QuickBooks Training

 

Bookkeeping Clean Up

This is for clients who are having problems with their books. They need to have a review, or a re-do of work.

 

Contact for pricing

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Software Knowledge

Luckily, we know how to use many systems. Some of the following apps and programs can integrate with QuickBooks as well:

 

    • Expensify
    • Hubdoc
    • T-Sheets
    • Intuit Merchant Services
    • Bill.com
    • Mint
    • Square
    • Clio
    • Mile IQ
    • ADP Run
    • PayChex
    • Dropbox
    • Slack
    • Receipt Bank
    • Square
    • Zoom
    • Go to Meeting
    • Evernote

Contact now

Finding a quality bookkeeper can be a challenge. Once you realize you do not have time to keep your books on track, bring in a trustworthy specialist to keep your financial tracking in order.