
01
QBO SET-UP & REVIEW
02
CLEAN-UP
03
CATCH-UP
04
ON-GOING ACCOUNTING & FINANCIAL REPORTING
Monthly Cash Basis Bookkeeping Package
Record all bank transactions so you don't have to.
Reconcile all accounts so you can be sure your numbers are accurate.
Provide customized monthly financial statements to gain actionable insights.
*Includes receipt tracking​
COST: Starts at $250
Monthly Accrual Basis Bookkeeping
Manage customer invoicing, purchase orders and bill pay.
Keep track of accounts receivable, accounts payable and loan payments.
Reconcile all accounts so you can be sure your numbers are accurate.
Provide customized monthly financial statements to gain actionable insights.​
Cost: Starts at $550
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Monthly Accrual Basis Bookkeeping & Payroll
Manage customer invoicing and purchase orders.
Keep track of accounts receivable, accounts payable and loan payments.
Onboard employees, bi-weekly payroll and payroll tax management.
Reconcile all accounts so you can be sure your numbers are accurate.
Provided customized monthly financial statements to gain actionable insights.
COST: Starts at $750
Catch-Up Services
​We are here to help you catch- up and maintain your books.
QuickBooks Online Account Optimization
Integrate Point-of-Sale Systems
Set-up Chart of Accounts
Link business bank accounts, categorize transactions
Match deposits to sales receipts
Monthly reconciliations of all accounts
File any outstanding payroll & franchise tax returns
Provide financial statements
COST: Starts at $1,000







