Services
Monthly Services
Standard Monthly Package Includes:
- Categorizing transactions
- Reconciling bank and credit card accounts
- Sending monthly reports
- Required journal entries specific to your business (depreciation and loan interest)
- Ongoing Quickbooks and financial support
Monthly services allow you to make business decisions based on accurate and current reports. Your books are conveniently maintained while you focus your time on what matters most to you. Packages are tailor made to your business needs and preferences. Pricing is based on a number of factors such as transaction volume, number of accounts, and if added tasks like payroll or AR/AP are needed.
*New monthly clients receive any needed clean up or catch up service at a discount
Clean Up and Catch Ups
Clean Up
Small mistakes can cost big. A free diagnostic review will identify errors and inefficiencies. Mistakes cause your financial reports to be inaccurate which not only effects your financial business decisions but can cause problems with tax filing. A clean up ensures your entire account has been scoured and all of the pieces to your Quickbooks puzzle are in the proper place.
Catch Up
If outdated and unkept books are causing you stress and hindering informed decision making, catch up services will get your records current and get your Quickbooks back to being an effective business tool.
Free Diagnostic Review
Pricing and timeframe of completion along with a customized game plan would be discussed after a free diagnostic review.
Additional Services
Let's Chat About Your Personalized Bookkeeping Needs
Additional Services can be included in your personalized bookkeeping package. Depending on your business size and needs some tasks can be stand alone ongoing services.
- Payroll
- Accounts Receivable and/or Accounts Payable
- 1099 Filing
- Job Costing
- Class Tracking