Services
One time services
DIY Training
Ideal for start ups
$500.00
- QuickBooks Online set up Includes:
- Create QBO account (does not include a discounted subscription)
- Set up Chart of Accounts
- Set up basic Product and Service page
- 2 hours basic training Includes:
- How to create invoices
- How to receive payments
- How to create and categorize expenses
- How to connect bank accounts
- How to reconcile accounts
- 1 month of e-mail support
Clean-up
Pricing varies
- Correction and clean up of established company books Includes:
- Clean up the Chart of Accounts
- Clean up of Products and Services
- Clean up of bank feeds
- Correct categorization of transactions
- Ensure proper reconciliation of bank accounts
- Financial Statements for current month and year to date provided
Catch-up
Pricing varies
- Correction and catch up of incomplete company books Includes:
- Record and categorize transactions up to current date
- Clean up Chart of Accounts
- Clean up of Products and Services
- Clean up of bank feeds
- Ensure proper reconciliation of bank accounts
- Financial Statements for current month and year to date provided
Monthly services
Monthly Consulting for
DIY Bookkeeping
Ideal for start ups who would like help as they do their own bookkeeping
$150.00/month
- Discounted QBO subscription (new subscriptions only)
- Monthly e-mail support
- Personalized training videos provided
Basic Monthly Bookkeeping Package
Ideal for small businesses just starting out
Starting at $250/month
- Discounted QBO subscription (new subscriptions only)
- Hubdoc subscription for receipt management/document retrieval
- Monthly recording, classifying and reconciling of up to 3 bank/credit card accounts
- Up to 100 transactions per month
- 3 financial statements provided every month
- Unlimited e-mail support
- 1 hour of video conferencing consultation and support per month
- No long-term contract (30-day notice required to cancel)
Premium monthly bookkeeping package
Ideal for established small businesses
Starting at $500/month
- Discounted QBO subscription (new subscriptions only)
- Hubdoc subscription for receipt management/document retrieval
- Monthly recording, classifying and reconciling of up to 5 bank/credit card accounts
- Up to 200 transactions per month
- 3 financial statements provided every month
- Unlimited e-mail support
- 1 hour of video conferencing consultation and support per month
- No long-term contract (30-day notice required to cancel)
***Please note that these are starting prices for packages. I create a customized monthly package based on your specific needs.
Add-ons:
for an additional monthly fee
- Full-service payroll via Gusto
- Accounts payable (Bill pay) via Melio.com or Bill.com
- Accounts receivable
How does it all work?
Free Consultation
- Fill out my contact form
- Schedule a call
- Tell me all about your business
- I review your current accounting system
Proposal
After we talk about all your needs and expectations, I create a customized package to meet your specific needs.
I’ll send you a proposal to review and accept.
Get to work
Once you accept my proposal, we begin the onboarding process. That’s when I get to work serving you!