Our Services
Each prospective client receives a [free] discovery call & custom quote, unique to their bookkeeping needs. The prices below are a starting point for each level of service.
Brand-New
Best for new businesses
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Quickbooks Online account set-up, including: custom chart of accounts, bank & credit card sync, opening balance set-up, assets & liability set-up, Quickbooks payments set up, 3rd party integrations, and account optimization.
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One hour of training to DIY your books. Training will cover: bank feed and rules, categorization, invoices & bills, reconciliation, managing receipts, and business expense considerations.
One-time payment: $500
Core
Best for established small businesses
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Quickbooks Online account set-up if needed (see "brand new").
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Monthly recording, classifying, and reconciling of 2 bank and/or credit card accounts
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Up to 100 transactions per month
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Quarterly reports: Balance Sheet, Income Statement, and Statement of Cashflows
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1 hour Zoom conversation each quarter
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On-going support and timely guarantee
Starts at $500/month
Premium
Best for complex businesses
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Quickbooks Online account set-up - if needed.
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Monthly recording, classifying, and reconciling of 2+ bank and/or credit card accounts
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More than 100 transactions per month
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Monthly reports: Balance Sheet, Income Statement, and Statement of Cashflows
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Loan Management -
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Bill Pay and Payroll
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1 hour monthly Zoom call
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On-going support and timely guarantee
Custom Quote
Have a larger clean-up project?
Connect with me for a custom quote
