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Customized bookkeeping systems for your unique business!
Together we will design a system to meet your needs. Here are examples of three popular packages:
Quarterly Essentials
- QuickBooks Online Subscription
- Record, Categorize, and Reconcile all financial transactions every month 2 bank accounts/up to 50 transactions
- Quarterly Financial Reports (Balance Sheet, Income Statement, Statement of Cash Flows)
- Quarterly 60-minute Skype/phone call: We’ll go over your books and find out where you are with your goals
- Weekly email support: Got a question? Just send me an email!
- Annual reports sent to tax preparer/CPA at end of year
Starting at $195/month
Monthly Essentials
- QuickBook Online Subscription
- Record, Categorize, and Reconcile all financial transactions every month 3 bank accounts/up to 100 transactions
- Monthly Financial Reports (Balance Sheet, Income Statement, Statement of Cash Flows)
- Monthly 60-minute Skype/phone call: We’ll go over your books and find out where you are with your goals
- Unlimited email support: Got a question? Just send me an email anytime!
- Annual reports sent to tax preparer/CPA at end of year
Starting at $350/month
Monthly Premium
- QuickBooks Online Subscription
- Record, Categorize, and Reconcile all financial transactions every month 4 bank accounts/up to 150 transactions
- Accounts Receivable (Invoicing clients)
- Accounts Payable (Paying bills)
- Monthly Financial Reports (Balance Sheet, Income Statement, Statement of Cash Flows)
- Monthly 60-minute Skype/phone call: We’ll go over your books and find out where you are with your goals
- Unlimited email support: Got a question? Just send me an email anytime!
- Annual reports sent to tax preparer/CPA at end of year
Starting at $495/month
Add-Ons
- Historical clean-up
- Additional bank/CC accounts
- Additional transactions
- Accounts Payable
- Accounts Receivable
- Payroll coordination
- Year-end 1099’s