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.

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$950 per month

File Review/Onboarding

Bank Feeds Processing
(3x weekly for 4 accounts*)

Weekly review of unmatched transactions for 4 accounts

Accounts Receivable
(Unlimited with Job Costing*)

Accounts Payable
(Automated using AP App)

Sales Tax Reporting (1 state)

Monthly Reconciliation of 4 Banks/Credit Cards/Merchant Accounts

Monthly Financial Statements

TWO-hour monthly strategy virtual meeting

Documents Management using Sharefile & Hubdoc

Completion/delivery - 10th of following month

Phone response via appointment within 4 hours

Unlimited Email Support

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$650 per month

File Review/Onboarding

Bank Feeds Processing
(3x weekly for 3 accounts*)

Monthly review of unmatched transactions for 3 accounts

X
X

Accounts Payable
(Automated using AP App)

X

Monthly Reconciliation of 3 Banks/Credit Cards/Merchant Accounts

Monthly Financial Statements

ONE-hour monthly strategy virtual meeting

Documents Management using Sharefile & Hubdoc

Completion/delivery -10th of following month

Phone response via appointment within 8 hours

Unlimited Email Support

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$350 per month

File Review/Onboarding

Bank Feeds Processing
(1x weekly for 1 account*)

Monthly review of unmatched transactions for 1 account

X
X

X
X

X

Monthly Reconciliation of 1 Bank, Credit Card, or Merchant Account


Monthly Financial Statements

X
X

Documents Management using Sharefile & Hubdoc

Completion/delivery - 20th of following month

Phone response via appointment within 24 hours

Unlimited Email Support

*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.


CLEAN-UP/CATCH-UP BOOKKEEPING

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


Ufuoma came into a very transitional period and jumped right in. She has wonderful skills for working with the school administration both professionally and personally. She is prompt, accurate and a take charge help! We have enjoyed her as part of our Day School family and appreciate her willingness to work in excellence as our bookkeeper. We have learned a lot from her as she showed us “better ways” to operate our program! We’re certainly glad she helped us!
— Cathy Von Burg, Assistant Director, The Day School