My Services
Every business is different and unique, so the pricing and services may vary, depending on things like the size of your business, transaction volume, number of accounts, services needed and more. That is why I always start with a complimentary discovery call, so we can take a closer look at your business, your pain points and come up with a customized pricing as well as a plan tailored specifically to your needs.
MONTHLY PACKAGES START AT $350/MONTH
QUARTERLY PACKAGES AVAILABLE upon request
Diagnostic Review - thorough evaluation of existing records followed by a detailed report of findings and recommendations
Clean-up/Catch-up - whether you just need some catching up to do, or your books are a real mess; price varies based on the extent of cleaning/catching up to do
QBO Setup
Accounts Receivable Management
Accounts Payable Management
Assisted Payroll using Gusto
Sales Tax
Annual 1099 filing
monthly Quickbooks Online subscription
receipt management
categorization of income and expense transactions
bank/credit card reconciliations
financial reports delivered and thoroughly explained every month
monthly Zoom meeting
unlimited communication and e-mail support
MONTHLY BOOKKEEPING includes:
ADDITIONAL SERVICES
DIY Support Plan*
FAQ
Do you offer tax preparation services?
I do not offer tax preparation services at this time, but I will gladly prepare everything your accountant needs for seamless tax filing.
What if I am located in a different state?
Not a problem! I provide bookkeeping services entirely remotely using QBO which is a cloud based accounting system, and hold the monthly calls via Zoom, or phone call, as requested by the client.
What if I am not currently using QBO?
As a QBO ProAdvisor, I will be more than happy to either set you up from scratch with a correct subscription, or help you make the switch.
QBO Setup
QBO training
Quarterly Check-in - meeting to answer questions (or ongoing email support)
Quarterly Check-up - diagnostic every quarter
*customized based on your needs; price varies
“Efficiency is doing better what is already being done”
— PETER F. DRUCKER