Services
I help small businesses achieve financial peace and maximize profits. On average, I save business owners 120 hours and up to $7,500 per year by streamlining the bookkeeping
Monthly Bookkeeping Services Pricing:
- Basic Plan: Starts at $300 per month for up to 100 transactions.
- Class Tracking Plan: Starts at $400 per month for up to 100 transactions.
QuickBooks Online Setup and Training Pricing:
- Setup Fee: Starting at $500
- Additional Training: $100 per hour for any extra training sessions beyond the initial one.
View Details
Transaction Categorization & Financial Services
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Monthly Reconciliation: We ensure all your financial records are accurate by reconciling checking accounts, credit card accounts, and loan statements each month.
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Timely Financial Statements: Receive your financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—within two weeks after the close of each month.
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Additional Services (Additional Fees Apply)
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Accounts Payable & Accounts Receivable: We manage your incoming and outgoing payments, ensuring timely processing and accurate recording of all transactions.
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Sales and Use Tax: We handle the filing and payment of sales and use taxes, ensuring compliance with local and state regulations at a rate of $150 per filing.
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1099 Filing: We provide 1099 form filings for contractors, freelancers, and vendors at a rate of $25 per form.
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Subscription Recommendations Based on Your Business Needs
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Company Settings: Customize your account settings to align with your business structure and preferences.
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Chart of Accounts: Tailor the chart of accounts to match your business operations, ensuring efficient tracking and reporting of financial transactions.
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Connecting Banks and Credit Cards: Link your business bank accounts and credit cards for seamless transaction imports, simplifying reconciliation and financial tracking.
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Invoice Customization: Personalize invoices with your logo, payment terms, and branding to maintain a professional appearance and streamline client interactions.
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Payroll Services
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Process New Hire Paperwork: We handle all necessary new hire documentation, ensuring compliance with labor laws and accurate employee records.
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Integrate External Payroll Systems: Seamlessly integrate your existing payroll systems with QuickBooks Online for efficient management and synchronization of payroll data.
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Run Payroll: We process payroll based on your specified schedule, ensuring your employees are paid accurately and on time.
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Payroll Tax Management: We manage payroll tax calculations, including quarterly payments and filings, ensuring compliance with federal, state, and local tax regulations.
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Management
Everything You Need, Organized in One Place:
- Bookkeeping
- QuickBooks Online
- Payroll
Contact Us
Take the next step towards saving yourself time and money. Schedule a free consultation and we can discuss your needs.