What We Offer

Services and pricing are customized to meet your needs. We use monthly flat-fee pricing so you always know what to expect.

We are currently specializing only in clients who are using QuickBooks Online, or who want to start using QuickBooks Online. We are not currently working with clients using QuickBooks Desktop.

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DIY Monthly Bookkeeping Support Package

You do the monthly bookkeeping, we’ll back you up by reviewing your books, reconciling your bank accounts, and preparing financial reports each month. Includes:

  • Financial reports
  • Bank statement reconciliation
  • Loan balance reconciliation
  • Phone/email support

Full-Service Monthly Bookkeeping Package

Package can be customized to meet your business’s needs. Includes everything in the DIY package, PLUS:

  • Categorize and match bank feeds in QuickBooks Online
  • Record deposits, assets, and owner draws/contributions
  • Contractor compliance (W9s/1099s)
  • Payroll processing including quarterly/annual tax returns and remittances
  • Employee expense reports & reimbursements
  • Accounts Payable management
  • Accounts Receivable management
  • B&O and Sales Tax filings

QuickBooks Online Setup or Cleanup

We’ll get you up and running! Includes:

  • Review current bookkeeping for accuracy
  • Review setup for business structure, sales recording, contractor compliance, etc.
  • Catch up/clean up bookkeeping for prior months
  • Establish custom bookkeeping workflows and processes that work for you
  • Create/update your chart of accounts
  • Create customized templates for invoices, purchase orders, and financial reports
  • Integrate 3rd party apps for payroll, receipt management, POS/e-commerce integrations, etc.
  • Train you and your staff on new processes

Our Process

We start with a free consultation to learn more about your business and how we can help. If you’d like to move forward, the next step is for us to complete a free diagnostic review of your QuickBooks Online file (if you’re an existing QuickBooks Online user). This helps us determine if any cleanup/catch up is needed and create a custom pricing proposal for you.
 
If you’d like to continue to work together, we’ll send over an engagement letter for you to sign electronically, along with billing info and a list of the details we need to get started on your file.
 

We’ll make the process easy and seamless, so you can focus on running your business every month while we take care of your books.

(We are currently specializing only in clients using QuickBooks Online, not QuickBooks Desktop.)

Schedule Consult