Bookkeeping Solutions

Cleaning up months or years of neglected finances can be just as overwhelming as setting up QuickBooks for the first time. Inaccuracies can cost you thousands in fines and penalties, and eat away at your valuable time. Whether you’ve been in business for 10 years or 10 months, we’re here to help.

We recommend QuickBooks Essentials to most of our clients. We’ll customize your accounts so you can easily track inspection income, expenses, and tax deductions.

Use our secure client portal to upload statements and receipts, answer transaction questions, and share other sensitive account information. Each month we’ll review your reports and accounts for inconsistencies, wins, and upcoming issues.

Your monthly Financial Statement file includes proactive guidance to keep your business on track for success. We’ll identify areas of concern, celebrate your wins, and remind you of items that need attention. We’d love to be part of your team!

Bookkeeping Foundations

Bookkeeping Support

Premium Bookkeeping

Bank & Payment Accounts

2 Max

YES

Monthly Account Reconciliations

Monthly Financial Statement

Client Portal 

Categorize Transactions

Enter Sales Receipts from Sales Platform

EOY 1099 Report

Enter Uploaded Bills

No

Receipt Text Line

No

A/R & A/P Assistance

1099 Filings

Includes 1 filing

Includes 3 filings

Includes 5 filings

Tax Filings

Payroll Processing

Suggested QuickBooks Subscription

Ledger or Simple Start

Essentials or Plus

Plus and above

Monthly Cost based on transaction volume and workload.

$200 - $400

$400 - $800

$800+