Free Bookkeeping Resources
What My Clients
Are Saying
Full-Time Bookkeeping Service:
Thank you for your interest in possibly allowing me to service you.
Confidentiality is of high priority to me. I strive to build a trustworthy relationship with my client. My focus is quality; therefore I only work with a limited amount of clients.
I want to make sure I provide the value your business deserves and that we are a great fit to work together.
Please click below to complete a brief questionnaire that will help me understand your business needs and how I can be of service to you.
Full-Time Bookkeeping Services:
SMALL BUSINESS BASIC PACKAGE
Regularly $5997.00 per month
NOW 15% OFF
(for a limited time!)
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Small business upto 50K
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One time fee for QBO set up ($1297.00 for new software)
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Customize Chart of Account setup
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Upto 150 total transactions a month
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Bank account and credit card reconciliation (3 account min)
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Paypal,stripe and square automations inventory tracking
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Semi-Annual Financial statements
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Month end adjusting entries and closings
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Year end preparation for tax filing
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(tax filing additional charge)
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(will prepare tax filing package to tax preparer)
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Monthly QBO subscription fee clients pay
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SMALL BUSINESS STARTUP PACKAGE
Regularly $15000 per month
NOW 15% OFF
(for a limited time!)
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Business up to 100K
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One time fee for QBO set up ($2,997.00 for new software)
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30 day process & system implementation
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Customization of Chart of Account setup
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Expense and mileage tracking
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Upto 350 total transactions a month
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Bank account reconciliation (2 accounts min)
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Quarterly financial statements
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This is a monthly service
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Year end preparation for tax filing
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Monthly user fees are included
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Tax Return filing included
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Additional exclusive services provided (credit repair training, family discount on tax filings)
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PREMIUM BOOKKEEPING PACKAGE
Regularly $20000 per month
NOW 15% OFF
(for a limited time!)
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Business up to 500K
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One time fee for QBO set up ($3,997.00 for new software)
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30 day process & system implementation
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Customization of Chart of Account setup
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Class and location tracking
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Upto 550 total transactions a month
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Bank account and credit card reconciliation (5 account min)
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Management and tracking of Fix Assets
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Paypal,stripe and square automations inventory tracking
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Monthly Financial statements and reporting
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Month end adjusting entries and closings
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Quarterly review with client for tax planning via Zoom or in person meeting
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Year end preparation for tax filing
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Monthly user fees are included
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Tax Return filing included
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Additional exclusive services provided (includes financial planning services, credit repair training, family discount on tax filings, start up business portfolio review)
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Additional Service Options:
CLIENT MONTHLY REVIEW (Work with Client)
Regularly $597.00 per month
NOW 15% OFF
(for a limited time!)
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All transactions will be recorded by client in company accounting system client will provide access via online login, remote access, or accountant’s copy
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Review transaction entries upto 200
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Upon review recommendations given on any adjusting entries
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Either monthly or quarterly review with client (if quarterly fee is $997.00)
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1099 PREPARATION
(Min of $79.00 this included up to 5 forms)
Each additional is $15.00 this includes online efilings)
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● Information must be given by January 31st provided after will incur a rush fee.
● Client provides all vendor information
● Client must provide all vendor information (list will be provided at the time of filing
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QBO SETUP PACKAGE
$597.00-4997.00 (One time Setup fee)
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Pricing will differ with package option
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Fee also depends on the size of the company and how much prior year data that is needed to transfer as well as analyzing previous account methods used.
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Set up QBO for your company
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Migration of data
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Customize chart of accounts, customer and vendor lists
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Bank connections setup
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Customize invoices and statements
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Set up employees and vendors
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Support provided for 30 days
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QBO CLEAN UP PACKAGE
$997.00 (One time quarterly fee)
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This is a service provided to companies who either handle their own bookkeeping. An analytical clean up will be given for the purposes of saving time and money come tax time.
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Financial reports review for accuracy
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Chart of accounts review checking to see if any transactions need to be reclassified.
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Balance verification on all accounts (includes credit card account)
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Review fixed asset purchases and properly recorded
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Any additional bookkeeping work will be billed at $197.00 per hour
This would include any clean up work, temporary work outside the scope of the contracted packages.
Onsite services will be billed on an hourly basis
QBO setup is the online version only this does not include desktop version