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 – $400.00 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.
Clean Up
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.
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 – $350.00 Monthly
Accounts Management
No more late fees and lost revenue! With us by your side, we ensure timely bill payments and efficient invoice processing.
Other Services
- Invoicing
- Accounts Receivable
- Accounts Payable
- Receipts Management
- Job Costing
- Payroll Processing
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