Accurate, real time financial information is key to small business prosperity.
Monthly & Quarterly Bookkeeping Services
We provide complete and up to date bookkeeping using QuickBooks Online (QBO).
We understand that each business is unique and our service packages are built around the specific needs of your small business.
Monthly Add-On Services
Need help running payroll and filing returns?
We’ll get you set up and ensure quarterly and annual filings are done accurately and timely.
We’ll help you identify potentially eligible 1099 contractors and request W-9s from you as needed.
We provide a secure link for you to send them over and we’ll e-file your 1099s in January.
Tired of sending invoices to clients? We can take that off your hands!
We will prepare all invoices and receive all payments for you with this monthly add-on.
Tired of paying all the bills for your business each month? We can take that chore off your to-do list!
We will receive your invoices and make all payments for you with this add-on.
**Pricing will be determined based on the complexity of your accounting needs and the volume of transactions each month. Services are paid in advance by ACH or credit card.
We don’t manage accounting for product sales, sales tax, inventory management, retail, e-commerce,
non-profits or investments accounting.
QuickBooks Online New Company Set-up
For new businesses or for those starting a new set of books using QuickBooks Online (QBO). This service includes set-up, a custom chart of accounts, connecting bank and credit cards and basic navigation training. Plus email support for the first month.
QuickBooks Online File Review
If you are interested in working with us on an ongoing monthly basis and have an existing QuickBooks Online company account, we start with a QBO File Review.
By giving us access to your QBO file, we can review the file to see how much clean up work needs to be done prior to getting started on a monthly bookkeeping package.
Clients are provided with a report of the problems identified. No corrections will be done at this time.
The cost for this review is $350 prepaid. This fee can be applied to the clean up to be done, if needed. If the books are clean, we can get right to work.
An estimate of how many months of clean up work will be provided and what that fee per month will be. Cleaning up a month can take up to three times more than the time it takes to handle a current month.
50% deposit is required to start with balance due upon completion.
Note: we only do reviews of QBO files.
Ready for a Quote?
We offer our clients lasting partnerships and customized solutions that are cost-effective as their business evolves.
Contact us today for more information.