You are confident that you will make the time to manage your bookkeeping on a regular basis and just need someone to set it up for you. Our goal is to set up your QuickBooks Online account so you can spend less time in QuickBooks Online and more time with your clients and customers. With our QuickBooks Online Setup, you will have:

• Your QuickBooks Online account created

• A custom chart of accounts

• Help linking your bank accounts

• Receipt forwarding setup

• Transaction rules setup

• A 45-minute call to review the setup

$225 per business

You want to manage your bookkeeping yourself using QuickBooks Online but you aren’t sure you know how to use the software. Our goal is to make QuickBooks easy to understand and show you only what you need to know. With QuickBooks Online Training, we will:

• Create training based on your unique needs

• Provide live training via Zoom

• Send recording of live training for you to reference in the future

• Prepare a bookkeeping monthly checklist unique to your business

$125 per active hour of training

You want to have accurate bookkeeping but you don’t want to sweat over QuickBooks Online each month. Our goal is to give you confidence in your numbers so you can make data-backed decisions each month and have a stress-free tax season. With Monthly Bookkeeping Services, we will:

• Record and classify transactions

• Reconcile bank balances

• Create adjusting entries when necessary

• Create and proof monthly financial statements

• Deliver a monthly financial report package with a video walkthrough of your financial statements

• Meet monthly via Zoom for 45 minutes (optional)

• Respond within 24 hours Monday through Friday

• Provide Year-end financials for your tax preparer

• Prepare 1099s for tax season

• Communicate with your tax preparer as needed

Additional Add-On Include:

• Payroll

• Accounts Receivable

• Accounts Payable

Starting at $350 per month

You may have put off your bookkeeping last month, and the month before that, and the month before that because you were busy impressing your clients or customers. Your bookkeeping is stressing you out and you just want it done! With bookkeeping catch-up or clean-up we will:

• Record and classify historical transactions

• Reconcile bank balances

• Create adjusting entries when necessary

• Create and proof monthly financial statements

Starting at $400 per month of catch-up or clean-up