INCLUDES:

• Accurate transaction categorization
• Bank & credit card reconciliations
• Adjustments & additions to capture all deductible business expenses
• Comprehensive and custom-branded financial report package with key insights & key financial reports
• Cheat sheet for understanding your financials
• Report review calls
• Unlimited email support
• QuickBooks App to track mileage
  • You must have a Quickbooks Online Subscription of Essentials or higher, starting at $65/month. You will need to upgrade if you have the Quickbooks Online Simple Start subscription.

INVESTMENT:
Starting at $300/month

INCLUDES:

• Clean-up of any duplicates or errors on existing books dating back to last filed tax return
• Catch-up to bring books to current from last filed tax return
• Reconciliation of accounts to ensure accuracy
• If no books have been established, this will also include a QBO account setup.
• This service is typically required before any monthly bookkeeping services can be performed for new clients.

INVESTMENT:
Varies based on scope. The investment per clean-up/catch-up month is calculated as a percentage of an estimated monthly rate. Book a free call to talk through details and receive a quote.

INCLUDES:

• A full review and a written report on the current status of your bookkeeping
• Recommendations for accuracy and identification of existing errors to make sure your books are ready for taxes & accurate for making important financial decisions

INVESTMENT:
One time fee of $200

A bookkeeper is responsible for recording financial transactions, making any adjustments needed to ensure accuracy, maintaining accurate financial records, reconciling accounts, and providing financial reports to help businesses make good business decisions and set goals.​

If you are serious about growing your business, you will take your numbers seriously. Tracking your sales, expenses and profits is how you make the best business decisions and reach your goals. Your business may be small today, but with our insight and your ability to focus clearly on the growth of your business, you will grow.

Hiring a virtual bookkeeper is cost-effective, flexible, and provides access to specialized expertise without the overhead and greater expense of hiring a full-time employee. We can work on an as-needed basis, saving you time and allowing you to focus on other aspects of your business. The geographic flexibility and tech-savviness of working with a virtual bookkeeper means you can find the best fit for your needs without local limitations.

No, you don’t. We understand this is not your forte and we take care of that for you. Most clients need a catch-up or clean-up of their books before we begin monthly work together, depending on when the last tax return was filed or when the last time the books were reconciled. New clients get a discounted monthly rate for these projects.

In order for us to work efficiently and avoid bothering you for data requests, statements and reports, we request read-only (statement-only) online access to banks, credit cards, PayPal and any other business payment processor in order to “reconcile” accounts and make the necessary adjustments. Most of these accounts allow for read-only accountant logins. Accountant Access to your Quickbooks Online account. We will help you figure out how to set these up so your data is secure.

Once your books are set up, we maintain them monthly and do all the work that is needed. Before sending your monthly report package, if there are any uncategorized transactions that we need you to review, we send an email with a link to your client portal so you can quickly and efficiently add notes to those. We make the necessary changes, create your financial report package & upload it to your secure client portal. If you have questions, you are welcome to email us or book a free call to review financials. We are quick to reply. You get 100% human support here.

In accounting and bookkeeping, “books” typically refer to the financial records of a business. This includes all the documentation related to transactions, such as ledgers, journals, invoices, receipts, and any other records that track income, expenses, assets, and liabilities. Essentially, the “books” provide a comprehensive overview of a company’s financial health and help in preparing financial statements, analyzing performance, and ensuring compliance with regulations. To be clear, our bookkeeping firm does not personally store the actual physical documents for your business, but we do provide a shared folder to store whatever you would like to upload digitally.

This simply means that we are 100% online-based, thanks to QuickBooks Online, Zoom and other ingenious software that still allows us to do our job fully and provide top-notch services to our clients. We provide 100% human support, at your convenience.