Services
-
Basic Package
Monthly Quickbooks update
Monthly reconciliation of cash, credit cards, and loan accounts
Monthly profit & loss and balance sheet statements emailed by 10th of each month
Quarterly 1:1 calls with Qualified Bookkeeper to answer questions, review P&L and stay in communications.
Annual preparation of 1099 (Up to 20)
-
Advanced Package
Weekly Quickbooks update
Expense management
Monthly reconciliation of cash, credit cards, and loan accounts
Monthly profit & loss and balance sheet statements emailed by 10th of each month with year comparison
Annual preparation of 1099 (Up to 50)
Annual planning call to discuss goals and business strategy
Monthly email with amounts to transfer to business savings account, tax account, owner draw, and any reinvestmet based on prior months numbers.
-
DIY Package
Setup Quickbooks online
Customize Chart of accounts
Link Bank accounts
Add accountant & user profiles
2 hours of training
2 additional 30 minute calls for questions or changes
Additional Services
Payroll
Managing payroll via Quickbooks or Gusto.
Running payroll, filing payroll reports, paying payroll taxes, and issuing W-2's.
A/R and A/P
Managing Accounts Receivable and/or Accounts Payable
Issuing payments to subcontractor or vendors, sending invoices to clients/customers, and ensuring payment has been received
Prior Year Cleanup
You’ve waited a little too long to contact us and we now need to complete a full prior year of bookkeeping.
Entering all transactions, reconciling all accounts, and review of financial statements.
New Entity Setup
Your business is growing and you’re ready to take it to the next level!
Quickbooks setup, connecting bank accounts, and creating chart of accounts.