Don’t have a bookkeeping system? No problem! We can help you set up your online bookkeeping system, customized to your needs.
We will:
Set up your software subscription (QuickBooks Online, Xero, or whatever web-based system you prefer)
Authorized reseller of QuickBooks Online and Xero
Monthly fees will be separately invoiced
Set up your bank feed
Build your Chart of Account
Link up 3rd party apps (ex: Square, Shopify, Toast, Bill.com, etc)
Set up merchant payment accounts (if needed)
Import and categorize transactions from past period into your books
$40/hour for initial setup and customization
Now that you are all set up, you need someone to keep your system flowing.
Don’t know your “credits” from your “debits”, “Cost of Goods Sold” from “Expenses”, or just not sure how follow good accounting practices? Then you need a professional and experienced bookkeeper.
For businesses with small transaction volume
For an affordable monthly fee, we will:
Review & record transactions to your General Ledger (Weekly)
Reviewing handwritten cleared checks, sorting out personal transactions from business accounts, and other tasks requiring extra review will be at an additional $40/hour
Audit your financials for accuracy
Reconcile bank & credit card accounts
Reconcile all other asset & liability accounts (business equipment, vehicles, loans, etc.)
Review all open Payables & Receivables
Prepare, Review, & Present Month-End Financial Reports
Close Books
$199/mo
…plus $40/hour for anything not listed above (see examples in the sections below)
*** Retail stores, restaurants, and other businesses with regular daily transactions ***
Includes the services of the Basic plan above but for businesses with higher transaction volume
$279/mo
…plus $40/hour for anything not listed above (see examples in the sections below)
*** Clients requiring job costing, Accounts Payable Management, Accounts Receivable Management ***
For businesses needing more attention and analysis
Includes the services of the Basic Plus plan above but for businesses that require greater involvement from their bookkeeping team
Call for a quote
…plus $40/hour for anything not listed above (see examples in the sections below)
Some business owners who choose to do their own books need periodic help to clean up their books and to prepare their financial reports.
Others may want help with a specific service like cleaning up their Account Receivables.
Whatever your needs, we are here to help you with:
Accounts Payable Management
Accounts Receivable Management
Invoicing Clients
Following up/collections
General Client Requests & Communications
Audits
Any Other “Back-Work”
Importing transactions from prior accounting periods
Researching past errors/making corrections
Training
One-on-One Assistance
Let us help you file your General Excise Tax/Sales Tax Returns accurately:
Review of Taxable Income & Sales Nexxus
Filing of GET Return (Hawaii) or Sales Tax Return (Other States)
Scheduling of Payment
Recording Liability into Books
$40/hour (1 hour minimum)
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