Bookkeeping Services
QuickBooks Online (QBO) Monthly Bookkeeping Service
With monthly bookkeeping service, your bookkeeping tasks are completed on a month by month basis using QBO and includes:
Setting Up or Taking Over Your QBO File
Categorizing Transactions from the QBO Bank Feeds Each Month
Reconciling Bank, Credit Card, and Loan Accounts Each Month
Generating and Emailing You Reports After the End of the Month
Working With Your CPA - as Needed
Digital Receipt Management -if Needed
This service is charged as a flat fee and billed on a monthly basis. The fee will depend on the size and complexity of your business. Monthly fee does not include your QBO subscription.
QuickBooks Online (QBO) Catch Up/Clean Up Services
Catch Up/Clean Up services are for QBO files that contains errors, are messed up, or needs to be brought up to date and includes:
Fixing Missing or Incorrect Entries
Categorizing Transactions from the QBO Bank Feeds
Reconciling Bank, Credit Card, and Loan Accounts
Correcting the Chart of Accounts and Classifications
Optional Ongoing Bookkeeping Services After Catch Up/Clean Up is Completed
This service is charged as a one time flat fee billed up front. The fee will depend on the details of your situation.
1099 Filings
This is an additional add-on service for monthly bookkeeping clients who would like to have their 1099s filed through QuickBooks Online. Each filing is a flat fee of $25 per 1099 filed.
The Following Services Are Not Provided
These services I am unable to perform and can not be requested:
Legal Advice
Tax Filing
Running Payroll
Physical Receipt Management
Onsight Bookkeeping - bookkeeping is done remotely only
Getting Started Working Together is Easy:
Book a Call
Book a free call and we’ll discuss your business’s needs.
Get a Quote
I’ll assess your situation and provide a monthly price quote.
You sign an agreement, make the first payment, and get your books under control.