BOOKKEEPING AND FINANCIAL SERVICES

All bookkeeping summary consultations are no charge. 
​Set-up, clean-up, and catch-up will be billed hourly at an agreed rate.
All packages are customized so that you only pay for what you need.​

Start-Up Services
We can help setup or setup our new QuickBooks Online or QuickBooks Desktop account tailored to your businesses needs.

Cleanup and Catchup Services
Full cleanup or catchup services for QuickBooks Online
or QuickBooks desktop accounts.  We offer a FREE
account review and summary.  
​
MONTHLY CONTRACT SERVICE PACKAGES
Monthly service packages are fully customized to fit your needs.  This price will increase or decrease based on the services added to or removed which will vary depending on each client's needs.

Contact us today to set up your free consultation and to receive a custom price for the services you need!
BASIC SERVICES
  • Reconcile 2 Bank Register
  • Reconcile 1 Credit Card
  • Categorizing Items  
  • ​​Consulting
  • Correspondence
  • COA and QB Maintenance
  • End of Year Reporting 
ADDITIONAL
​SERVICES 
  • ​AP Entry 
  • ​AR Entry 
  • ​AR and AP reconciliation
  • Reconcile Additional Bank Accounts
  • Reconcile Additional Credit Card Accounts
  • ​QBO or QBD Basic Training (1x)
  • Invoicing
  • AP Bill Pay Setup
  • ​Sales Tax Processing
  • ​Sales Reports​​
ADDITIONAL 
​SERVICES 
  • ​Budget Setup and Review
  • Multi-Currency Functions
  • Prepare Estimates
  • 1099 Processing
  • ​Inventory Setup
  • Job Costing 
  • Email Monthly AR Statements
  • Payroll Processing
  • Payroll Tax Payments
  • ​Loan Reconciliation 
  • Account Cleanup
  • Account Catchup
  • ​Account Setup​​


​
CONTRACTOR PACKAGE ADD-ON
Custom Pricing Per Item
AIA Billing (1x/month)
Job Cost Reports (Monthly)
Time and Material Billing (1x/month)
​Change Order Processing (2x/month)
Certified Payroll Reports (per payroll period)
Job/Project Budget Set-up and Maintenance (with QBO or QBD)
​

​ADMINISTRATIVE SERVICES ADD-ON
Custom Pricing Per Item
New Hire Reporting​
​Annual License Renewal (No Testing)
Annual Business Tax Receipt Renewals
Notary Public Services (Local only)
Convert Paper Documents into PDF or JPEG Format (up to 25/month)
​Corporate Registration (Florida only)