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Bookkeeping Services

  • General Ledger Maintenance

  • Accounts Payable & Receivable Management

  • Bank Reconciliations

  • Payroll Processing

  • Financial Statement Preparation

  • QuickBooks Setup & Training

  • Certified Advanced QuickBooks Online ProAdvisor

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Catch-Up/Clean-Up

It's not unusual for a small business owner to do his or her own accounting for routine transactions but realize that there are areas that have somehow gotten out of control.  We can help you identify these problem areas and come up with a solution.  

 

You may need help with a number of situations, such as:

  • Bringing bank reconciliations up-to-date​

  • Catching up on posting transactions that you just haven't had the time to process

  • Cleaning up old accounts receivable or payable transactions and reconciling these to the general ledger

  • Setting up fixed assets and calculating and booking depreciation

  • Making adjustments to payroll records to prepare for year-end reporting

  • Identifying vendors that need 1099's prepared

  • Developing standardized financial statements

Consultation and Support

We believe that communication is key to providing exceptional service. That's why we offer individual consultation and support to answer any questions you may have about your financials. Our team is always here to help you make informed decisions about your business.

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Individual "one-time" consulting services may include the following:

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  • Set up Quickbooks for the first time.  This may involve converting you from your current system, or you may be setting up your accounting if you are a new business owner for the first time.

  • Convert your current Quickbooks desktop system to Quickbooks Online

  • Train your staff on basic "best practices" and workflows

  • Design personalized Quickbooks forms for your business

  • Set up online banking

  • Set up costs for your inventory items

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If you're not using Quickbooks for it's full capabilities we can help you tackle those next steps.  

Monthly Flat Rate Packages

Monthly services are for the business owner who is ready to outsource their bookkeeping.  This is a great way to free up your time to allow you to spend more time growing your business or just enjoying life more.  Your service plan is customized to fit your business and needs. 
 

1

Basic 
$250 per month

  • Enter and categorize all income and expenses up to 100 transactions per month

  • Bank, credit card, loan reconciliations up to 4 accounts

  • Services provided twice monthly

  • Delivery of monthly financial reports package

  • Monthly call/zoom meeting- 30 minutes

  • Email Support

  • Year-end review and tax ready reports

2

Enhanced
$400 per month

  • Enter and categorize all income and expenses up to 300 transactions per month

  • Bank, credit card, loan reconciliations up to 6 accounts

  • Services provided twice monthly

  • Delivery of monthly financial reports package

  • Monthly call/zoom meeting - 30 minutes

  • Email Support

  • Year-end review and tax ready reports

3

Plus 
$600 per month

  • Enter and categorize all income and expenses up to 500 transactions per month

  • Bank, credit card, loan reconciliations up to 10 accounts

  • Services provided weekly

  • Payroll reconciliation (payroll services can be add-on services)

  • Sales tax reconciliation report provided

  • Delivery of monthly financial reports package

  • Monthly call/zoom - 45 minutes

  • Email Support

  • Year-end review and tax ready reports

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