Monthly BOOKKEEPING PLANS
We are here to help you turn your financial chaos into tax ready books to generate sustainable profits.
Our monthly bookkeeping plans are designed to fit your business needs, budget, and compliance reporting whether you are a startup organization or in expansion mode. We work with nonprofit organizations and non-inventory service-based small businesses.
We use QuickBooks Online software integrated with other apps to manage your business finance health. Check out our detailed getting started process to understand what to expect when you choose to work with us.
*An account is defined as a bank account, credit card account, loan and/or merchant accounts. Sales tax reporting for more than one state is subject to an additional fee per month per state. Accounts Payable and Accounts Receivable software fees are not included. Service fees with any applicable software fees will be billed on the 1st of each month before work is started.
Are you behind on your bookkeeping? Need some spring cleaning? Want a fresh start on getting your books in order to file your tax return? We can help you whether you are 5 years, 1 year, or a couple of months behind!
Initial QuickBooks file review
Data entry of all revenues and expenses into QuickBooks Online or QuickBooks Desktop software
Revamp chart of accounts and import customers and vendors lists
Reconcile bank, credit card and/or merchant accounts
Progress reports on the status of work using Asana
Financial reports to present to your management team
Apps integration with QuickBooks Online or QuickBooks Desktop for Windows software
QuickBooks troubleshooting or quick tuneup of your data
One hour training on how to do maintain accurate record keeping process for your business or nonprofit
Personal Sharefile folder to upload documents to us