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Bookkeeping Packages

QuickBooks Support Services

  • QuickBooks Online subscription (if needed)

  • QuickBooks online set-up

  • Historical clean-up & correction

  • Catch-up on overdue books 

  • QuickBooks consulting & training


Bookkeeping Services

  • Recording & proper classification of transactions

  • Monthly account reconciliation (bank & credit card)

  • Monthly financial statements (balance sheet, income statement, statement of cash flows)

  • Email Support

  • Receipt management

  • Annual tax prep package sent to your tax preparer


Additional Services

  • Invoicing & accounts receivable management

  • Bill Pay & accounts payable management

  • Budget planning

  • Clean-up of accounting records for past months or years

  • 1099 analysis and filing

  • Sales tax filing

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