Services
Pricing and frequency of below services (monthly, quarterly, etc.) varies based on customer needs – custom quote will be provided.
Ongoing Bookkeeping in QuickBooks Online
Typical package includes:
- • QuickBooks Online (QBO) software subscription
- • Categorization of all bank transactions
- • Record income and expenses with attached receipts
- • Bank, credit card, and loan account reconciliations
- • Financial reports (Balance Sheet, Profit & Loss / Income Statement, Cash Flow Statement)
QuickBooks Online Set Up
If no bookkeeping system is currently in place, or you are looking to migrate to QBO from another platform. Typical package includes:
- • Advising on which subscription plan best meets your needs
- • Set up QBO subscription and company details
- • Establish and customize Chart of Accounts
- • 30 minute tutorial on how to navigate system
QuickBooks Online Catch Up / Clean Up
If you are already utilizing QBO for your bookkeeping. Typical package includes:
- • Perform a QBO Diagnostic Check Up to identify any errors or opportunities
- • Correct identified errors
- • Catch up on prior months of record categorization & reconciliations
Tax Preparation Services
Annual federal and state tax return preparation for:
- • Individuals
- • Sole Proprietors
- • LLCs
- • Partnerships
- • Corporations
- • Not-for-Profits
Additional Add-On Services
- • Payroll processing via Gusto or OnPay
- • Controls advisory services
- • Accounts payable processing
- • Accounts receivable processing
- • Customized and automated reporting
- • Integrated app investigation and recommendation
- • QuickBooks Online training