SERVICES

The Original Bookkeeping Package

Included in this package is:

Monthly bookkeeping
Bank and credit card reconciliations of up to $14,000 in monthly expenses Financial Reporting
One Zoom meeting per month
QBO Subscription of choice
Receipt Bank Subscription

Pricing starts at $415 per month on automatic payments or $4,700 per year for a one time payment

The Prime Bookkeeping Package

Included in this package is:

Weekly bookkeeping
Bank and credit card reconciliations of up to $35,000 in monthly expenses Financial Reporting
Two Zoom meetings per month
QBO Subscription of choice
Receipt Bank Subscription
End of year 1099 and W-2 submittal

Pricing starts at $600 per month on automatic payments or $6,850 per year for a one time payment

The Necessary Monthly Bookkeeping Package

Included in this package is:

Daily Bookkeeping
Bank and credit card reconciliations Of up to $70,000 in monthly expenses Accounts Payable
Accounts Receivable
Financial Reporting
Two Zoom meetings per month
QBO Subscription of choice
Receipt Bank Subscription
End of year 1099 and W-2 submittal

Pricing starts at $800 per month on automatic payments or $9,120 per year for a one time payment

 

QuickBooks Set Up

With this service, we will set up your QuickBooks Online file, create your customized chart of accounts, specific to your field, import all bank transactions, and make sure all of your beginning balances are correct. We would set up a follow-up training to be sure you are utilizing your books to your full potential.

Pricing starts at $500 per company file

DIY Bookkeeping Training

Do you want to learn how to do your own bookkeeping? With this option, we work with individuals, business owners, or staff to train specifically on what you need to learn to run your own day to day operations. This training is targeted to be sure your bookkeeping is as easy as possible. 

Training is offered at $150 per hour

Client Data Review

In-depth inspection of your books, for any errors or incorrect information. Within a week, we submit a report to you will all of our findings and recommendations.

Once you have reviewed the report, you can decide to work with us for an additional fee, or keep the report for your records.

$325 per file reviewed

SOFTWARE KNOWLEDGE

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

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

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.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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