Full Service Online Bookkeeping Solutions
Catch up or Cleanup
Your Books
- Has your transactions lapsed in QuickBooks?
- Your QuickBooks data contain errors?
- Do you have reconciliation discrepancies, or missing information?
- We can clean it up for you and put you back in control.
- We correct the data by entering and reconciling all accounts.
Monthly Maintenance & Bookkeeping Packages
- Turn over your ongoing bookkeeping to a trusted professional.
- Feel the relief of worry-free maintenance.
- One-on-one service.
- Provide customized tools to meet your needs.
Our Bookkeeping Services
Essentials
This option is best for simple solopreneurs, who want basic monthly bookkeeping to produce accurate year-end tax returns. This is suitable for the smaller business and those on a tight budget.
- Transaction Entry & Verification
- Bank & Credit Card Reconciliation
- Vendor Set Up
- Banking Rules
- Monitor Online Connectivity Between Banks & QuickBooks Software
- Monthly Locking the Books
- Customized Workflows
- Chart of Accounts Building/Modification
- Self Serve Reporting
Advanced
This is our most popular option. It is best for growth driven business owners, who are focused on details and making a profit. They’re looking for monthly data and information to be able to grow their business in a healthy manner.
- Transaction Entry & Verification
- Bank & Credit Card Reconciliation
- Vendor Set Up
- Banking Rules
- Monitor Online Connectivity Between Banks & QuickBooks Software
- Monthly Locking the Books
- Customized Workflows
- Chart of Accounts Building/Modification
- Self Serve Reporting
- Custom Journal Entries
- Asset Tracking
- Loan Tracking & Reconciliation
- Lease Tracking
- Delivered Monthly Reports
Premium
This is the best option for ambitious business owners who want to build a successful and profitable business. Go beyond the data entry and regular support by receiving priority timing, interpretation of reports, and full anytime support.
- Transaction Entry & Verification
- Bank & Credit Card Reconciliation
- Vendor Set Up
- Banking Rules
- Monitor Online Connectivity Between Banks & QuickBooks Software
- Monthly Locking the Books
- Customized Workflows
- Chart of Accounts Building/Modification
- Self Serve Reporting
- Custom Journal Entries
- Asset Tracking
- Loan Tracking & Reconciliation
- Lease Tracking
- Delivered Monthly Reports
- Collaboration with your Tax Professional
- Calling Quickbooks for You
- Review Reports Regularly with your Bookkeeper
- Anytime & Any Way Support