Services
Quality you can trust
01.Catch-Up & Cleanup Bookkeeping
What’s Included: * Review of existing bookkeeping records * Transaction categorization and corrections * Bank and credit card reconciliations * Identification and correction of bookkeeping errors * AP & AR balance review * Review of outstanding balances * Updated financial statements * Final cleanup
02.Tier 1 — Essential Bookkeeping
What’s Included: * Up to 150 monthly transactions * Up to 2 bank and credit card accounts * Monthly transaction categorization * Bank and credit card reconciliations * Accounts payable tracking * Accounts receivable tracking * AP & AR aging reports, when applicable * Profit & Loss Statement * Balance Sheet * Cash Flow Statement * Customized financial reporting based on your business * Month-end bookkeeping review * Financial review meetings available upon request * Email support
03.Tier 2 — Growth Bookkeeping
What’s Included: * Up to 350 monthly transactions * Up to 4 bank and credit card accounts * Monthly transaction categorization * Bank and credit card reconciliations * Accounts payable tracking * Accounts receivable tracking * AP & AR aging reports, when applicable * Profit & Loss Statement * Balance Sheet * Cash Flow Statement * Customized financial reporting based on your business * Month-end bookkeeping review * Financial review meetings available upon request * Email support
04.Tier 3 — Premium Bookkeeping
What’s Included: * Up to 600 monthly transactions * Up to 6 bank and credit card accounts * Monthly transaction categorization * Bank and credit card reconciliations * Accounts payable tracking * Accounts receivable tracking * AP & AR aging reports, when applicable * Profit & Loss Statement * Balance Sheet * Cash Flow Statement * Customized financial reporting based on your business * Month-end bookkeeping review * Financial review meetings available upon request * Email support
05.QuickBooks Online Setup
What’s Included: * QuickBooks Online company setup * Customized chart of accounts * Bank and credit card connections * Opening balance setup * Customer and vendor setup, as applicable * Bookkeeping preferences and settings * Financial report setup * 45-minute QuickBooks walkthrough