Services & Pricing

• Monthly recording, classifying, and reconciling of 3 bank and/or credit card accounts with up to 100 transactions per month.

• Monthly reports: Balance Sheet, Income Statement, and Statement of Cashflow.

• Quarterly meeting to discuss financial statements and processes.

• On-going support. ​

Catch-up and correct months or years of unfinished or inconsistent bookkeeping to provide accurate current reports, prepare for taxes or audits, or just to begin accurate bookkeeping moving forward.

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New to QuickBooks and don't know where to start? We can help with that. 

• Custom Chart of Accounts.

• Assistance with connecting bank and credit card accounts to import transactions seamlessly. 

• Setup balance sheet account to properly track who owes you and who you owe.

• One-on-one training to get you started using QuickBooks in the way that best fits your need. ​

• Accounts Receivable - Tracking who owes you.

• Accounts Payable - Tracking who you owe.

• Limited payroll - Includes filing quarterly and annual payroll reports, and filing W-2s. ​​

If you do your own bookkeeping and want someone to check to make sure you are on the right track, the QuickBooks Health Check is the solution for you. 

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• Review of accounts and activity.

• Provide a Recommendations and Action Plan based on any issues found.

• One-on-one review session to discuss the Recommendations and Action Plan.

Lets go deeper than just bookkeeping and look at how your business is really doing. We can help you build a growing and profitable business.​