Unparalleled Bookkeeping, Tax & CFO Services

Service Details

Help for Growing Businesses

Comprehensive Bookkeeping Solutions

Get Numbers you can trust

Cash & Accrual Accounting

Transaction Categorization

Bill & Invoice Matching

Fast & Accurate Reports

Dedicated Expert Support On-Demand

bOOKKEEPING SETUP

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how we support your growth

BOOKKEEPING SETUP

Create QuickBooks Online account
Set up industry-specific chart of accounts
Link bank accounts
Customized invoice templates & reports

*Included with monthly bookkeeping or $500 flat fee as an individual service

MONTHLY BOOKKEEPING

Unlimited access to your designated bookkeeping expert
Categorize all transactions
Reconcile all accounts
1-2 observations / recommendations with practical action steps at month-end
Reports delivered by 20th of the following month

*Starting at $350/month

BOOKKEEPING CLEANUP & CATCHUP

Complete cleanup of chart of accounts
Record opening balances of bank and credit card accounts
Categorize and reconcile all accounts up to the present
Answer any questions you have!

*Starting at $3600/year

Setup employees & contractor information including direct deposit details (help with forms W4, W9 if needed)
Run auto payroll (weekly, bi-weekly, or monthly)
Ensure all federal & state payroll taxes are filed
Integrate with 3rd party payroll services
Oversee W2s and 1099s at year-end

QUICKBOOKS TRAINING

1-on-1 screen share to get your specific questions answered (QBO only)

*$300/hour

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