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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 Xero, or who want to start using those systems. We are not currently working with clients using QuickBooks Desktop.

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QuickBooks 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.
  • Create/update your chart of accounts
  • Catch up/clean up bookkeeping for prior months
  • Create customized templates for invoices, purchase orders, and financial reports
  • Establish custom bookkeeping workflows and processes that work for you
  • Optional: Train you and your staff on new processes

Essential Monthly Bookkeeping

Get accurate books delivered each month on the dot. Custom package may include:

  • Categorize and match bank feeds in QuickBooks Online
  • Record deposits, assets, and owner draws/contributions
  • Bank Statement Reconciliation
  • Financial Reports
  • 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

CFO/Advisory Services

Expert support and partnership to help you take your business to the next level. Includes:

  • Advise and implement software for payroll, receipt management, POS/e-commerce integrations, etc.
  • Custom phone, video and email support
  • Advanced financial reports, KPIs, and cash flow forecasts
  • Review your systems and offer financial best practices

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 or Xero, not QuickBooks Desktop.)

Schedule Consult