Initial Set Up & Customization

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,, 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

Monthly Bookkeeping Plans

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


…plus $40/hour for anything not listed above (see examples in the sections below)

Basic Plus

*** 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


…plus $40/hour for anything not listed above (see examples in the sections below)

Extra Plus

*** 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)

Additional Services

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

General Excise Tax & Sales Tax Filing

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)

Ready?  Make an Appointment

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