Our Services
One-Time QuickBooks Setup & Training
This interactive service will dive deeply into the QuickBooks Online landscape to better prepare you for understanding your business finances. The session will be recorded and delivered to you via Zoom so you have a resource to return to.
⟡ We will create a new QuickBooks Online company for you if one does not already exist.
⟡ Create and configure your Chart of Accounts (all your income and expense categories)
⟡ Set up bank feeds for your bank and credit accounts
⟡ Pull in past transactions as needed
⟡ Enter transactions together to ensure understanding
⟡ Customize Invoices with your brand style
⟡ Create Products & Services to be used on invoices
⟡ We will recommend apps and programs to increase efficiency in your accounting and bookkeeping processes
This session typically lasts 3 hours.
Do It Yourself
We get it, sometimes you want to do it yourself…we’ll be your safety net.
This package starts with a ‘One Time QuickBooks Setup & Training’ session, followed by monthly meetings to keep you compliant and accountable.
⟡ Monthly Reconciliations
⟡ Monthly Reports
⟡ Unlimited access to chat support via our client dashboard
⟡ Interaction with CPA for year-end review
Books
This package is for when you’ve hit the point where you no longer want to do the accounting work yourself. We will keep your QuickBooks up to date monthly based on transactions coming in from your bank and credit cards, along with a bit of help from you.
⟡ Categorize (allocate/classify) all transactions via bank feeds
⟡ Monthly Reconciliations
⟡ Monthly Call
⟡ Monthly Reports
⟡ Matching of receipts uploaded to QuickBooks Online via the receipt feature
⟡ Unlimited access to chat support via our client dashboard
Books Plus
This package is a bit ad hoc to cover the other areas of your business that we can assist with. You may need payroll processing, bill pay, 1099s tracked or your e-commerce site connected to QuickBooks. We can help!
All services included in Books will be included as well as what meets your needs below:
⟡ Bi-weekly categorizing (allocation/classification) of transactions via bank feeds
⟡ Payroll Processing
⟡ Bill Pay
⟡ Track Vendor W-9s for distribution of 1099s at year-end
⟡ Connect your e-commerce site to QuickBooks to capture all income and expenses
⟡ Interaction with CPA
⟡ Year-End Review
⟡ Budget Assistance
One Time QuickBooks Online Clean-up / Catch-up
We get it… Life & running your business can get in the way, and your books can fall behind. We offer this one-time service to help you catch up. You might need this in order to file your taxes or apply for a line of credit, or you may just want to see how you actually did this year or last. Whatever the reason may be, we do not judge. give us a call and we’ll help you get sorted out.
Typically, this package would include most of the following:
⟡ Clearing out transactions downloaded from your bank/credit card that have not yet been categorized
⟡ Connecting your bank to download missing transactions
⟡ Journal Entries may be needed to adjust loan balances and account for any interest accrued
⟡ Earmark all vendors in need of a 1099 for year-end
⟡ Reconciling each month to ensure all transactions have been accounted for
⟡ Removing data that was put into QuickBooks Online that should not have been added
⟡ Utilizing outside apps/programs to get transactions into QuickBooks Online that cannot be downloaded from your bank (we can convert PDF statements to downloadable transactions
The cost of this service will depend on the amount of time your books are behind and the volume of work. This will require a review of your QuickBooks Online company.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!