Our Services
ESSENTIAL
For Self-Employed and Solopreneurs (starting at)
$
295
/month
-
Review and Classify Bank and Credit Card Transactions
-
Monthly Reconciliation of Bank and Credit Card Accounts
-
Maintain Chart of Account to Align With Management Needs
-
Month-End Management Reports
PREMIUM
* Includes everything in ESSENTIAL plus: (starting at)
$
650
/month
-
Record Payroll Transactions (Journal Entry and Quarterly Tax Reconciliation)
-
Monthly Review of Accounts Payable and Accounts Receivable
-
Adjustments, Reclassifications, Accruals and Prepaids
-
Fixed Asset Management
most popular
ENTERPRISE
* Includes everything in PREMIUM plus: (starting at)
$
1400
/month
-
Monthly Review via Online or Phone Consultation and Strategy Meeting
-
Vendor Review and 1099 Compliance
-
Cash Flow Forecasting, General and Project Budgeting, and Analysis
-
Process and Manage Sales Taxes, and End of Year 1099s
Optional Recurring Services:
- Full-Charge Bookkeeping
- Monthly Review / Strategy Meeting
- Sales Tax Reporting and Deposit
- 1099 / 1096 Filings
AD HOC Activities:
- Prior-Period Review, Correction, and Cleanup
- New Vendor Setup Compliance
- New Customer Setup Compliance
- Payroll Setup and Compliance Oversight
- 1099 Compliance Oversight
- Set Up Advanced Categorization Methods (Such as Custom Fields) For Better Reporting
- Microsoft Excel Development
Special Projects:
- QuickBooks Online Version Selection
- QuickBooks Online Set Up
- QuickBooks Online Customization
- Prior-Period Transaction Entry and Reconciliation
- Workflow Training in Quickbooks Online
- Troubleshoot Workflow Errors in Quickbooks Online
- Using Demo Files to Test Third-Party App Integrations