$200/month. Billed monthly

• Up to $25K monthly expenses or 50 transactions per month.

• 1 Bank account.

• Receipt management.

• Year-end closing assistance.

• 24/7 Urgent Support.

• Double-review error protection.

• Client Portal – reports & communication.

• Transaction recording.

• Bank & credit card reconciliation.

• Monthly Profit & Loss Statement and Balance sheet.

Best suited for light activity.

$325/month. Billed monthly.

• Up to 100 transactions per month.

• 1 Bank account and 1 Credit card account. OR 2 bank accounts.

• Receipt management.

• Vendor & Customer set-up.

• Quarterly Review Meetings.

• Year-end closing assistance.

• Will work directly with your accountant around tax time.

• 24/7 Urgent Support.

• Double-review error protection.

• Client Portal – reports & communication.

• Transaction recording.

• Bank & credit card reconciliation.

• Monthly Profit & Loss Statement and Balance sheet.

Best for a growing business with moderate activity.

• Up to 250 transactions per month.

• 2 bank accounts and 2 credit card accounts. Or 4 accounts.

• Receipt management.

• Quarterly review meetings.

• Year-end closing assistance.

• Will work directly with your accountant around tax time.

• 24/7 Urgent Support.

• Double-review error protection.

• Client Portal – reports & communication.

• Budgeting & Forecasting.

• Transaction recording.

• Bank & credit card reconciliation.

• Monthly Profit & Loss Statement and Balance sheet.

Best for larger or multiple companies with high transaction volume.

Consultation required

This package is tailored specifically for your business and includes 250+ transactions, possibly multiple bank and credit card accounts, Payroll, sales tax, A/P, A/R, inventory, and specific reporting.

For businesses that have fallen behind or need a fresh start:

Fix/update existing Quickbooks accounts:

• Audit and reconcile. Reconcile every account month-by-month and locate duplicate or misclassified entries. Check that bank statements match entries in Quickbooks.
  

• Review A/R and A/P: Check outstanding invoices and unpaid bills to ensure they are accurate.
  

• Process transactions: Add all historical transactions into your Quickbooks account and reconcile them thoroughly.
  

 Optimize chart of accounts: Merge or remove unnecessary account categories to keep your balance sheet and profit & loss reports clean.

*Pricing depends on how much there is to clean/catch up

Set-up –

Start a new Quickbooks account going back as far as one year.

I can completely set your company up in Quickbooks Online, set up your chart of accounts, company info, business info, inventory, vendors, etc., the only thing you will need to do is give me the information I need. I can help customize your setup to match your exact needs.

*Pricing depends on how much there is to set-up.