Bookkeeping

We offer a wide range of virtual bookkeeping services and are Quickbooks ProAdvisor certified with extensive experience in Quickbooks Online. Our bookkeeping packages start at the most basic and progress to more specialized, based on your needs. In addition to being able to offer significant savings on your QB products, we are also partnered with tax, payroll, and HR professionals to provide seamless service for all of your financial needs.

Our basic package includes:

  • Cash basis bookkeeping (revenues/expenses recognized when received/paid)

  • Income/Expense Tracking and Classification (weekly or monthly) - transactions categorized and assigned to the proper accounts

  • Account reconciliation, limit of 4 accounts (checking, savings, credit card, loan, etc.)

  • Balance Sheet and Profit & Loss reports on a monthly, quarterly, and annual basis

Our more detailed package includes:

  • Everything in the basic package

  • Accrual bookkeeping and reports (revenues/expenses recognized when incurred)

  • Class and/or location tracking

  • Accounts Receivable

  • Accounts Payable

  • Account reconciliation for unlimited number of accounts

  • More detailed financial reports and with the option to receive them weekly, if desired​

Add-on services include:

  • Quickbooks setup (if you don't need ongoing services)

  • Quickbooks training

  • Catch-up work (discount available when hiring us for your monthly bookkeeping going forward!)

  • Client invoicing

  • Bill pay

  • Payroll

  • 1099s

  • Sales tax tracking

  • Job costing and reporting

  • Business budgeting

  • Personal finances - budgeting and accountability

  • And more!

Click here to schedule your free consultation and customize your bookkeeping services today!

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