Customize Your Plan

Quickbooks Setup

Monthly Bookkeeping

Clean Up & Catch Up

Pricing based on scope of work

– Accounting software setup

– Customized chart of accounts creation

– Bank and payment system integration

– Data import from previous records

Monthly rates start at $200/month

– Recording & Categorizing Transactions

– Managing Accounts Payable & Receivable

– Bank Reconciliation

– Financial Reporting

Pricing based on scope of work

– Organize & reconcile overdue transactions

– Update financial records to current status

– Review & correct past bookkeeping errors

– Provide up-to-date financial reports

Working with us includes:

Our customized-to-YOUR-business 60 minute training session will take the confusion out of interpreting your business’s financials one and for all.

 

You will receive a monthly PDF of the only 3 financial reports you need to be concerned with, consistently giving you a clear picture of your money.

 

Monthly Zoom Call or Recorded Video (your choice) where we go over your numbers, answer your questions and help you identify opportunities to stay on track with your goals.