Services

Standard Services
Bookkeeeping (Monthly Operations)

Record Monthly Transactions

Bank/Credit Card Reconciliation (Up to 2 accounts)

Accounts Receivable Management

Accounts Payable Management

Create and Maintain Chart of Account

General Ledger Adjusting Entries

Receipt Management

Reporting (Monthly, Quarterly, Annual)

Balance Sheet

Income Statement

Cash Flow

Accounts Receivable

Accounts Payable

Generate Reports for Federal Tax Preparation

Additional Available Upon Request- Reporting Included in Standard Services

Optional Add-On Services

Quarterly Estimated Tax Filing

Budgeting and Forecasting

Sales Tax Return

Cash Flow Planning

Contract Sales Billing/Outside of QB

Building Excel Spreadsheets

Business and Personal Accounts Combined

Clean Up of Financials (based on # years)

Bank/Credit Card Reconciliation (2 accounts included in standard service - can add as many as needed)

Value Added Services Provided to All Clients at No Additional Cost

Optimization of Processes

Actively Seeking Time and Cost-Saving Opportunities

Organization and Development of Streamlined Processes

Education on Financial Aspects of your Business

Deadline Management

Individual Consultation

Courteous Communication with Customers and Vendors (Help to Foster Relationships)

Secure Sharing of Files through Cloud-Based Software

Save Money on CPA/Tax Professional through Solid Bookkeeping and Compliance Practices

Identify and Resolve Discrepancies

Tax & Audit Support

Improved Financial Management

PRICING

Call for a free consultation and I will put together a custom quote. I price my services on a per-client basis so that you only pay for the services required for your specific business needs.

quickbooks certified pro advisor
IMPORTANT INFORMATION

Bookkeeping services are performed remotely using Quickbooks software by a Certified Quickbooks ProAdvisor.