Our Services

MONTHLY BOOKKEEPING

Bookkeeping for established businesses ready to hand-off administrative work so that they can focus on growing their business

What’s included?

  • Recording transactions

  • Combining data from different sources and third-party payment processors (i.e. Stripe, Square, PayPal, Venmo, Clover) so everything is one place

  • Reconciling balance sheet accounts to ensure accuracy

  • Preparation of a monthly report to be used for management purposes

  • Phone/email support

  • Assistance with QuickBooks Online

Pricing starting at $300 per month

QuickBooks Online Training

Basic and Advanced trainings for business owners and staff members sin the use of QuickBooks Online specifically for your business

What’s included in the basic training?

  • This is a 2-hour training focusing on the use of QuickBooks Online for your business.

  • We walk through recording multiple types of transactions that are specific to your business

  • Best practices and ways to avoid errors

Prior Period Clean-Up

Getting your books up to date and

What’s included?

  • Record missing transactions

  • Remove duplicates

  • Monthly reconciliations of balance sheet accounts

Pricing starts at $250 per month behind. Discounts available when signing up for monthly bookkeeping!

*Note: In order to quote a clean-up project, a Diagnostic Review is required to determine the scope of the clean-up. The Diagnostic Review fee ($175) will be applied towards your clean-up project.

Diagnostic Review

You know that your numbers are not quite right, but you do not know what is wrong and how to fix it?

We can take a look at your books and provide a report outlining areas to improve and correct and recommendations on how to make the corrections.

You don’t have the time to make the corrections?

No worries! We can perform a clean-up too! See the description above.