Basic
Starting at $200
Monthly transaction
categorization
1 bank or credit card account reconciliation
Monthly Profit & Loss report & Monthly Balance Sheet
Professional
Starting at $350
Ongoing categorization of
monthly transactions
Up to 3 financial accounts reconciliation
Monthly Profit & Loss & Balance Sheet reports
Help keeping your books
organized throughout the year
Elite
Starting at $500
Ongoing categorization of
monthly transactions
Up to 5 financial accounts reconciliation
Monthly Profit & Loss & Balance Sheet reports
Help keeping your books
organized throughout the year
Quickbooks Set-Up
Our QuickBooks Setup service is ideal for new businesses or those transitioning to QuickBooks Online. We properly configure your QuickBooks account to match your business needs by setting up your chart of accounts, connecting bank and credit card accounts, customizing settings, and ensuring your system is structured for accurate financial tracking from the start.
If your bookkeeping records are not properly set up or organized, this service is required prior to beginning ongoing bookkeeping services to ensure a smooth and accurate continuation of work.
Pricing is determined after evaluating your business needs and the level of QuickBooks configuration required.
Quickbooks Clean-Up
If your books have fallen behind or contain errors, our Cleanup service will bring your financial records up to date. We review, correct, and organize past transactions, reconcile accounts, and fix discrepancies to ensure your books are accurate and compliant.
This service is required prior to starting ongoing bookkeeping services if your financial records are not currently up to date.
Pricing will be determined following an initial review of your existing financial records.