Monthly Bookkeeping Services
You invoice your customers, make deposits, and pay your bills. Then generally, at the end of the month (which can also be done quarterly), you provide me with your source documents (bank statements, credit card statements, check register, etc.), and I will enter and categorize your transactions, allowing you to have meaningful reports to analyze your business.
Starting price – $300.00 Monthly
- Categorization of Revenue, Expense, Asset, Liability, and Equity Transactions
- Bank Account Reconciliations
- Credit Card Reconciliations
- Loan Reconciliations
- Monthly Reports
- Balance Sheet
- Profit & Loss (Month, YTD, and Previous-Year Comparison)
- Other customized reports
QuickBooks Online Set up and Training
Start correctly in QuickBooks Online
One-time setup Fee – $500.00 (2 hours training included)
Training – $100.00/ hour
- Setting Up Company Information,
- Customizing Invoices, Sales Receipts & Estimates,
- Adding Products and Services,
- Setting up Expenses and Vendors, Advanced Settings,
- Connecting and Importing Banking Credit Card Transactions,
- Setting Up Multiple Users,
- Setting Up the Products and Services List and Customers.
If you’ve let your financial recordkeeping fall behind, then never fear – I am here! I can help bring your books up-to-date and whip them into shape.
Usually, the cost for a 12 months cleanup goes from $3,600.00 to $6,000.00
File Reviews and Reconciliation Services
For the small entrepreneur who wants to keep his/her records but wants to add an extra layer of security and oversight to the financial processes … these services are created with YOU in mind. They can be scheduled to be done monthly or quarterly.
Starting price – $250.00 Monthly
- Accounts Receivable
- Accounts Payable
- Receipts Management
- Job Costing
- Payroll Processing