Services
Help However You Need It.
Every business is unique. Pricing and packages vary to meet your business’ specific needs. Bookkeeping services range from one-time support to ongoing monthly/annual subscriptions.
One-time Support
Ideal for those who need a little help with their books.
➔ Set Up Package
You’re new to this. Support includes QuickBooks setup and basic training to get you up and running.
➔ Clean Up Package
You’re a bit disorganized. Support includes organizing your books to be accurate and up-to-date.
➔ Check Up Package
You’re confident but want to be certain. Support includes a quarterly review by a QuickBooks ProAdvisor.
Ongoing Support
Ideal for those who want to offload bookkeeping tasks.
➔ Standard Monthly Package
Entry and categorization
Up to 50 transactions, 1-2 financial accounts (bank, credit card, loan)
Account reconciliations
Bank accounts, credit cards accounts, loan accounts
Monthly financial statements
Balance sheet, income statement
General business consulting
Tax-time liaison with your CPA
QuickBooks subscription
Additional Support
These services may be added to an ongoing plan at additional cost.
➔ Add-on Options
Accounts payable
Accounts receivable
Yearly 1099 preparation
