Starting at $300 monthly
· For Start-ups or small service-based businesses
· Up to $25,000/month expenses
· Categorize up to 100 transactions per month
· Monthly bank and credit card reconciliation for up to 3 accounts
· Secure client portal (at no cost to you)
· General financial statements each month
· Zoom or phone consultation each month
· Annual coordination with tax preparer
· Cash or accrual basis
Starting at $500 monthly
· For service-based and/or minimal inventory businesses
· Up to $50,000/month expenses
· Categorize up to 250 transactions per month
· Monthly bank and credit card reconciliation for up to 5 accounts
· Secure client portal (at no cost to you)
· Enter bills and attach invoices in QBO
· Enter payments received and match invoices
· Create invoices for Customers
· Recording of Payroll Expenses
· Enhanced statements each month (analysis of cash flow, budgeting, unpaid bills, and who owes you)
· Zoom or phone consultation each month
· Quarterly comparison of statements
· Annual coordination with tax preparer
· Accrual basis
Starting at $775 monthly
· Up to $125,000/month expenses
· Up to 400 transactions per month
· Monthly bank and credit card reconciliation up to 8 accounts
· Secure client portal (at no cost to you)
· Track inventory monthly
· Record payroll
· Track sales tax
· Fixed Assets and depreciation
· Loan amortization
· Accounts Receivable invoicing, receivables and aging
· Accounts Payable bill pay, payables, and aging
· Payroll assistance with your 3rd party provider
· Comprehensive statement package each month
· Zoom or phone consultation monthly
· Unlimited phone, email, or text support
· Quarterly comparison of statements
· Quarterly coordination with tax preparer (quarterly payments, sales tax, and income tax estimates, 1099s, W2s)
· Accrual basis
We can customize a bookkeeping package to fit your needs and budget.
QBO Consulting--$100/hour via Zoom
Quick Books Initial Set-up--$250 to $400
Quick Books Diagnostic Review--$500 and up
Quick Books Cleanup--$3000 to $6500
1099 Preparation--$75 plus $5 for each form e-filed.
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