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 label | Bookkeeping Support label | Premium Bookkeeping label | |
Bank & Payment Accounts | 2 Max | ||
Monthly Account Reconciliations | |||
Monthly Financial Statement | |||
Client Portal | |||
Categorize Transactions | |||
Enter Sales Receipts from Sales Platform | |||
EOY 1099 Report | |||
Enter Uploaded Bills | |||
Receipt Text Line | |||
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+ |