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.