Services
Our goal is to include only the services that you need, at one monthly low price!
Schedule a time to discuss pricing, each business requires different services so everyone is different.
Quickbooks Online Onboarding
If you currently do not use accounting software
Let me get you started with accounting software. This includes setting up the bank feed, chart of accounts, Invoicing, Accounts payable, Specialized reporting, and App integration.
Payroll Onboarding
Need to start payroll
Are you new to payroll and need someone to set it up for you? or do you already have payroll and need to move it? Either way let me take the necessary steps to get it started.
Merchant Services
New to selling a product or service
Do you want to take payment through your email invoices. I can get you started! You would no longer need to take cash or checks to the bank. Let your customers pay you through their email invoice and secure your payment faster.
Catch-up
Already have Quickbooks but have not done anything with it.
This service gets you caught up to the current month. Pricing varies depending on a number of factors.
Clean-up
Already have Quickbooks but your not sure things are done correctly.
This service get you up to date knowing that your prior data is correct and ready for taxes.
Month-to-Month Bookkeeping
Monthly items to consider
-Categorization of All Bank Transactions
-Bank & Credit Card Reconciliations
-Monthly Profit & Loss Report
-Monthly Balance Sheet
-Enter Bills and Attach Invoices in Quickbooks Online
-Enter Expenses and Attach Receipts in Quickbooks Online
-Monthly Depreciation of Fixed Assets
-Monthly Review of Accounts Receivable
-Reoccurring Payroll and Reports
-Payroll Tax Remittance
-Sales Tax Remittance
-Customized Financial Reports
-Regular Meetings
-Training
-Invoice Customization
-Payroll Tax Account Research/Setup