Where are you in your bookkeeping process? Maybe your books and bookkeeping processes are in great shape, but your bookkeeper is retiring. Maybe you’re an established business but your booking process is a shoebox on your desk or in your trunk. Maybe you’re a start-up or new business and need to get your books in place. No matter the current state of your business’s books or your previous experiences with bookkeeping, we are here to help.
Our Bookkeeping Services package is designed to support your unique business, budget, goals, and processes; and it’s all done using QuickBooks, the leading business bookkeeping software. We’ll dedicate our Bookkeeping Services team to your business. We will take on all the tedious (yet important) bookkeeping tasks and the work will be performed by or reviewed by a QuickBooks certified ProAdvisor with more than 15 years of experience. Our monthly deliverables provide clear and concise reporting that is easy to understand. Gain confidence in your numbers and the peace of mind that comes with having our team of accounting experts at your back. Our Bookkeeping Services package can augment your existing team or enable you to fully outsource your bookkeeping.
Bookkeeping ServicesFees start at
Data entry of financial transactions into QuickBooks Online or QuickBooks Desktop
Bank Reconciliations – Reconcile bank, credit card, and loan accounts
Accounts receivable: payment processing and collections
Accounts payable: enter and pay bills
Payroll processing and tax payment and return preparation (See Payroll Services)
Financial Statements – Profit (loss) statement, balance sheet, and simplified reports that provide a quick accurate snapshot of your business
Prepare sales and use tax returns
Prepare annual 1099 forms
Communication and counseling – We continually communicate and work hands-on with you to improve your profit
Fees shown above are minimum starting fees for bookkeeping services and do not include QuickBooks related licensing fees. The actual fees for bookkeeping services depends on the complexity of your business.
Our bookkeeping services team can help to solve your challenges with QuickBooks. Whether you’re new to QuickBooks and determining the best version of QuickBooks for you, customizing and setting up your company file, setting up payroll, or upgrading your file, we can customize a QuickBooks consulting plan for your business.
Our QuickBooks Consulting Services, include:
- Business Process Improvements – We can analyze your current business and financial system processes and implement a solution in QuickBooks and other applications to streamline the process.
- Data Conversion – Do you want to switch to QuickBooks? We can easily import customer and vendor information, account balances, and transactional data.
- File Issues and Review – We can help you restore QuickBooks files or analyze the accuracy of your QuickBooks file and report on the accuracy of your data.
- QuickBooks Implementation – Whether you need a single-user QuickBooks Desktop install or a multi-user, cloud solution with app integrations, we can help.
- QuickBooks Integration – Integrate QuickBooks with other 3rd party applications to automate business processes and eliminate manual data entry.
- Reports – We can help you set-up custom reports that provide you the information you need to run your business.
- Training – We can train you either remotely or in-person to understand how QuickBooks works using a curriculum that is designed for you and your business.