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

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

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