Question 1

Basic Plan

Accepted Answer

$180/month. Billed monthlyUp to 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.Monthly Bank reconciliation.Monthly Profit & Loss Statement and Balance sheet.Chart of Accounts categorizationBest suited for light activity.

Question 2

Essential Plan

Accepted Answer

$360/month. Billed monthly.Up to 100 transactions per month per account..1 Bank account and 1 Credit card account. OR 2 bank 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.Transaction recording.Bank & credit card reconciliation.Monthly Profit & Loss Statement and Balance sheet.Chart of Accounts categorizationBest for a growing business with moderate activity.

Question 3

All-Inclusive Plan

Accepted Answer

$720/month. Billed monthly.Up to 250 transactions per month per account.Up to 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.Bank & credit card reconciliation.Monthly Profit & Loss Statement and Balance sheet.Chart of Accounts categorizationBest for larger or multiple companies with high transaction volume.

Question 4

Custom Plan

Accepted Answer

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

Question 5

Clean-up and Catch up

Accepted Answer

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

Question 6

Monthly Bookkeeping

Accepted Answer

Categorizing transactions, reconciling accounts, and keeping your books accurate every month.

Question 7

Bank & Credit Card Reconciliation

Accepted Answer

Ensuring every transaction matches your statements with no discrepancies.

Question 8

Accounts Payable Management

Accepted Answer

Tracking bills, organizing vendor payments, and keeping you on schedule.

Question 9

Accounts Receivable Tracking

Accepted Answer

Recording customer payments, monitoring outstanding invoices, and keeping cash flow clear.

Question 10

Financial Reporting

Accepted Answer

Monthly Profit & Loss, Balance Sheet, and custom reports explained in plain language.

Question 11

Transaction Categorization

Accepted Answer

Clean, accurate coding for tax time and financial clarity.

Question 12

Payroll Coordination

Accepted Answer

Managing hours, sending payroll data, and ensuring employees are paid correctly.

Question 13

Sales Tax Tracking

Accepted Answer

Recording taxable sales and keeping your records organized for filing.

Question 14

1099 Preparation

Accepted Answer

Collecting W9s, tracking contractor payments, and preparing yearend 1099s.

Question 15

Quarterly Reviews

Accepted Answer

Checking in every quarter to ensure your books stay accurate and up to date.

Question 16

Clean-up, catch-up, set-up services

Accepted Answer

Clean-up, catch-up, set-up services or a complete financial reset for your business. Set-up builds your custom accounting foundation, catch-up enters and organizes past missing months, and clean-up fixes errors, reconciles accounts, and delivers tax-ready reports.

CORE BOOKKEPING SERVICES