Services
We look forward to tailoring a service plan just for you.
Bookkeeping
Monthly, Quarterly, or Annual Book Updates: bank feed processing, bank reconciliations, record payroll, light A/R & A/P, accrue expenses, record simple CPA adjustments, review financial statements for consistency & provide reports. Basic QBO setup. Owner collaboration. See Controller Services for Financial Oversight and high level collaboration.
Controller & Managment
Advanced QBO Setup with tailored Chart of Accounts, QBO Cleanup, Payroll Processing & Administration, A/R & A/P Management, Compliance - Excise or Sales Tax, 1099 filings, statement of information, state employment/department of revenue & other filings/registrations, CPA/Officer/Board Member/Other Collaboration & Book Adjustments for Financial Statement Preparation, Tax Advice (coming soon), Budgets/Projections, CAM Reconciliations. Financial Oversight.
Training & Business Consulting
QBO & Bookkeeping/Accounting Training for you or your staff. Business launches and entity consultations.
Service Plans
These are examples. We look forward to tailoring a plan just for you.
Monthly Bookkeeping
350$Every month+$750 Client intake feeKeep your financial statements up to date on a monthly basis- Bank Feed updates & Account Reconciliations
- Some A/R & A/P for the accounting process
- Revenue recognition (if applicable)
- Record Payroll & Reconcile Payroll Liabilities
Monthly Bookkeeping
550$Every month+$750 Client intake feeMonthly bookkeeping + monthly or semi-monthly payroll accounting (fees for payroll processing applied separately if applicable)- Same as monthly but with payroll accounting.
Quarterly Updates
750$Every 3 months+$750 Client intake feeFor businesses who fall somewhere in between monthly and annual needs. Very light activity may qualify for quarterly services. Please inquire.- Includes small discount for consolidating services
Annual Updates (6-12 months catch-up)
1,200$Every year+$750 Client Intake & QBO Subscription SetupFor businesses with light activity. Includes chart of accounts customization and QBO file setup.- Same as monthly but with a discount for less admin time
QBO Support
250$Every monthOncall support to help you learn and partially manage your books.- For those who prefer to handle some of their own bookkeeping
- For those who want to strengthen their accounting knowledge.
- For those who need help navigating QBO
Light Bookkeeping (no payroll)
350$Every monthFor simple books with a low volume of transactions and minimal support needed.- Includes monthly reports and reconciliations.
QBO Setup Only
500$+$250 Client intake for setup onlySetup of new company file and customized chart of accounts.- Setup QBO Subscription and Customize Chart of Accounts
Controller Support (10-15 hrs/week)
1,500$Every week+$1,500 Client intake feeAccounting management - workflows, cash flow management, budgets, projections, A/R & A/P, billing & collections, local filings & administration, system improvements, QBO refinements.- For small businesses that need an accounting manager