business solutions
Monthly
Bookkeeping
-You do what you love; we’ll do the numbers! We’ll organize the numbers and information, send you reports while you focus on your business and clients!
This package includes:
- Categorization of all transactions in QuickBooks
- Bank account reconciliations
- Credit Card reconciliations
- Loan reconciliations
- Tracking of 1099 vendors and subcontractors
- Financial Monthly Reports Package delivered through your private client portal
- Unlimited communication & support through email or client portal
- Opt into a 1:1 call to go over financials to make sure you understand your business finances
QuickBooks Catch-Up
or Clean-Up Bookkeeping
Have you gotten behind on your bookkeeping? Do you need to regain control over your business finances? We can help you get caught up and gain knowledge of where your business is financially!
This package includes:
- Review and assessment of current books or situation
- QuickBooks account set up (if needed)
- Categorized transactions
- Reconciled accounts
- Financial Report Package
- 1:1 review call
- Pricing varies
add-on services
These services can be stand-alone or added to a Peace of Mind Monthly Package.
- Invoicing (Accounts Receivable)
- Bill Payments (Accounts Payable)
- Customized Reporting
- Payroll
- Set up new QuickBooks online file
- Submit 1099’s and W-2’s – Please note this must be requested no later than 12/15 of the previous year.
Do you still have questions?
Schedule a Discovery Call today!