Our Small Business Services
Overview
You can choose after-the-fact bookkeeping which means you run your business on a daily basis. You invoice your customers, make deposits, and pay your bills. Then generally at the end of the month or quarterly, you provide me with your source documents (bank statements, credit card statements, check register, etc) and I will enter and categorize your transactions, allowing you to have meaningful reports to analyze your business
OR
I can be involved on a daily or weekly basis. I can invoice your customers, pay your bills, balance your bank statements, credit card statements, check register etc.
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Saving You Time And Energy To Grow Your Business
I am here to serve your business by helping you get your financials in order with timely and organized books. I offer professional bookkeeping that will give you accurate numbers to help you make better business decisions. I have over 9 years experience using QuickBooks.
Sample Pricing Options
**Note that these packages are for illustrative purposes only and we will work together to develop a plan to meet your specific needs.**
Starter Plan
*Plus one-time fee for new software set up (if needed)
- Client pays QuickBooks online software subscription fees Or Desk top fee.
- Up to 100 total transactions/per month
- Categorize all transactions
- Verify all transactions
- Import bank statements
- Bank account and Credit card reconciliations (up to 2 accounts)
- Track revenue and expenses
- Profit And Loss Report
- Balance Sheet Report
- Cash Flow Report
- Services provided monthly
- Coordinate with your Tax Accountant/CPA Quarterly
Basic Plan
*Plus one-time fee for new software set up (if needed)
- Client pays QuickBooks online software subscription fees Or Desk top fee.
- 101-225 transactions/per month
- Categorize all transactions
- Verify all transactions
- Import bank statements
- Bank account and Credit card reconciliations (Up to 3 accounts)
- Track revenue and expenses
- Profit And Loss Report
- Balance Sheet Report
- Cash Flow Report
- Services provided monthly
- Coordinate with your Tax Accountant/CPA
Plus Plan
*Plus one-time fee for new software set up (if needed)
- Client pays QuickBooks online software subscription fees Or Desk top fee.
- 226-1000 transactions/per month
- Categorize all transactions
- Verify all transactions
- Import bank statements
- Bank account and Credit card reconciliations (Up to 3 accounts)
- Track revenue and expenses
- Profit And Loss Report
- Balance Sheet Report
- Cash Flow Report
- Services provided monthly
- Coordinate with your Tax Accountant/CPA Monthly or Quarterly
Additional Options
DIY Monthly Checkup
- All transactions recorded by client in own accounting software--you provide access via online long in, remote access or Accountant's Copy
- Review of transaction entries (up to 50 per month)
- Recommendations given of adjusting entries (re-categorization, etc)
- May be performed monthly or quarterly (quarterly price=Monthly x 3)
- Client is responsible for QuickBooks software subscription fees
QuickBooksSetup Package
- Pricing will differ when paired with ongoing monthly bookkeeping services.
- Pricing dependent on size of company and amount of historical data to transfer, as well as previous accounting methods used.
- Set up of QuickBooks file for your company-no ongoing monthly commitment, or may be added to a package above.
- Customization of all transaction lists and chart of accounts,
- Connect to your bank accounts (if supported by your bank)
- Price for micro/startup business only; additional charges for large bus
QuickBooks Tune-Up Package
Whether you're handling your own QuickBooks or have an employee who processes entries for you, having a quarterly or semi-annual tune-up can save you time. We will review reports for accuracy, make sure your chart of accounts is still producing useful information for you, and check to see if any transactions need to be reclassified., We will verify all account balances (checking, savings, loans, credit cards), and be sure all fixed asset purchases are properly recorded.
Are you running your business from a box full of receipts, bills and random other papers? I would LOVE to help you! This will help you be more efficient and keep detailed records if your business is ever audited buy the IRS. Need your books cleaned up or just need your checking, savings, credit cards and loan account reconciled? I can do that for you too.
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