Services & Pricing
Services
We provide a range of services depending on your goals and needs.
To start we will:
Set up or get access to your QuickBooks account
Input and organize all existing transactions up to the current date.
To support you over time we will:
Input, categorize, and reconcile all transactions in QuickBooks
Review and email you monthly financial statements
Work with your accountant throughout the year
We can also:
Tax Preparation for Individuals
Accounts Payable
Accounts Receivable
1099 preparation
Let's schedule a phone call or video chat to explore whether we are a good match.
This free 15-minute conversation will give us the opportunity to discuss how we can assist you and address any questions you may have.
Monthly Services - Our services are based on the complexity of your finances. Once we review your bank accounts via statements or QuickBooks account we will give you a fixed monthly rate quote.
Clean Up Service - After our call we will review your current records (bookkeeping software, previous filed taxes, bank statements, payroll account, etc.) and provide a quote custom to your needs.