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My Services

Accountant

All plans include a 1-hour monthly/quarterly virtual meeting to review financial statements & analysis.  Set-up fee is $299 which includes QBO set-up. There will be an additional fee from QBO. Price varies depending on subscription level.

What's included in the QBO set-up?

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  • Review of your current accounting system

  • Determine the QBO subscription most compatible with your business

  • Choose the most appropriate start date

  • Establish balances in QBO on your start date, including open AR and AP

What I
Offer

Bookkeeping Lite - $200/mo

  • Monthly review of bank & credit card transactions

  • Monthly income & expense tracking

  • Monthly bank & credit card reconciliaitions

  • Monthly financial statement & analysi

Full-service Bookkeeping: Level 1 - $300/mo

  • Monthly review of bank & credit card transactions

  • Monthly income & expense tracking

  • Monthly posting of payroll entries

  • Monthly bank & credit card reconciliations

  • Monthly loan & investment reconciliation

  • Monthly AR & AP tracking & analysis

  • Monthly financial statement preparation

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Full-service Bookkeeping: Level 3 - $600/mo

  • All of Level 2 services

  • Accounts Receivable: Up to 35 customers, customer set-up in QBO and weekly invoicing

  • Accounts Payable: Up to 35 vendors, vendor set-up in QBO or Bill.com, weekly billing approval list and weekly bill payments thru QBO or Bill.com

Qtrly Bookkeeping-$600/Qtr

  • Review of bank & credit card transactions

  • Bank & credit card reconciliations

  • Loan & investment reconciliations

  • Income & expense tracking

  • AR & AP tracking & analysis

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Full-service Bookkeeping: Level 2 - $500/mo

  • Weekly review of bank & credit card transactions

  • Weekly income & expense tracking

  • Weekly/bi-weekly posting of payroll entries

  • Monthly bank & credit card reconciliations

  • Monthly loan & investment reconciliations

  • Accounts Receivable: Up to 20 customers, customer set-up in QBO and bi-weekly invoicing

  • Accounts Payable: Up to 20 vendors, vendor set-up in QBO or Bill.com, bi-weekly billing approval list and bi-weekly bill payments thru QBO or Bill.com

  • Monthly AR & AP tracking & analysis

  • Monthly financial statement preparation

Additional Add-ons - 
 

  • Retroactive Bookkeeping - $200/per month of RB - 50% deposit; remainder due upon completion

  • Budgeting - $250hr - $500 deposit

  • Clean-up Bookkeeping - $350/per month of CU - $700 deposit

  • QuickBooks Online training - $150/hr - $300 deposit

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