Services
Ongoing Quickbooks Bookkeeping
QuickBooks Cleanup
Consulting & Training in Quickbooks
Bookkeeping Catch-up
Ongoing Quickbooks Bookkeeping
- Download and categorize monthly transactions into QuickBooks
- Email monthly financial statements to client
- Monthly correspondence regarding financial status
- Serve as liaison between client & accountant throughout year
QuickBooks Cleanup
- Clean-up all necessary months & years so that taxes can be timely filed
- State-of-the-art software that reads PDF bank statements and uploads transactions to QB file
- Ensure that all transactions have been included and properly accounted for
Consulting & Training in
Quickbooks
- Provide consulting to answer questions and offer solutions
- Help train and equip business owners in QuickBooks and accounting
- Review QuickBooks to ensure that books are being completed properly
Routine Bookkeeping
We provide bookkeeping and quickbooks bookkeeping services throughout the year depending on your preference of frequency. We provide services as frequently as once a week, or as slowly as once a year – this depends on what you’re looking for. Typically our clients prefer the monthly schedule.
We find that every business has unique complexities, and this is okay! We will work with you to examine your needs and provide you with a customized service plan that works best for you and your business. Here is a list of common tasks we perform for our clients:
- Recording and categorizing all transactions
- Reconciling the transactions to the bank and credit card statements
- Tying A/R, A/P, and/or loans
- Sending financial reports to the owner via email
- Bill pay (optional add-on)
- Sales tax (optional add-on)
- Payroll (optional add-on)
For all routine bookkeeping we will agree on a fixed price based on the volume and complexity of your business.
QuickBooks Cleanup
If your business has months or years of bookkeeping left undone, or if you simply need things cleaned up, you’ve come to the right place. Typically this kind of work is requested because of a tax return deadline or because of a bank’s demands.
With our PDF reader, we are able to take your old bank statements, convert them to excel, and then import them into your QuickBooks. By eliminating the manual entry aspect of adding transactions, we are able to reduce your costs dramatically.
For all cleanup and catchup work, we charge a fixed price based on the volume and complexity of the work.
Ongoing Support
Aside from looking for personal business consultant for you small bussiness or is your business small enough that you are able to do the bookkeeping on your own? If so, that’s great! We’re helping small business accounting services and I encourage business owners to do the bookkeeping if they are able and willing. If this is you, then perhaps you need support/training along the way. If you have a problem or question, we want to be able to support you in any way that we can.
For ongoing support, we charge at our hourly rate. Contact us for more information about the pricing.
