Bookkeeping Clients that keep their own books

 

 

This gives you the advantage to do your own books but have an expert always on your side, for advice and consultation and to make sure your books are right. All the monthly services include:

 

  • Balance general ledger to subsidiary records.

  • Review your accounts on the balance sheet and income statement, your transactions for the month, and your existing QuickBooks setup.

  • We will make suggestions for improvement in areas where we see errors and improper use of QuickBooks.

  • identify areas where you may not be utilizing QuickBooks software to the fullest. These include customizing reports and forms, changing QuickBooks preferences, and adding features such as class tracking.

  • Prepare Monthly Custom Financial Management Reports Catered to your business.

  • Meet Monthly to go over the stability of your company to answer any questions and provide and necessary training.

  • Other- Other add-on Items discussed in engagement letter (may increase monthly price)

 

 

Monthly prices depend on how many bank and credit cards need to be reconciled.

  • Monthly Online Simple Start                Recommended for clients who need to send estimates, track sales, and sales tax and pay expenses as you go.

  • Monthly Essentials                                  Recommended for clients who bank online, send invoices, pay bills, and have multiple users.

  • Monthly Plus                                               Recommended For clients who also need to prepare 1099s, who have inventory, and who need class tracking.

  • Monthly Self Employed                               Recommended for Independent Contracts who need a simple solution to track mileage and expenses. It is designed for sole proprietors who have very simple accounting needs.

Additional Bookkeeping Services 

  • If you are already using Quickbooks desktop we can transfer your bookkeeping to Quickbooks online.

  • Cleanup Messy books.

  • Quickbooks training for QuickBooks online. 

  • Accounts Payable

  • Invoicing and Statements