Bank Feed Categorization

$100monthly
  • Up to 9 connected accounts
  • Bank, Credit Card, or POS

Reconciliation of Accounts

$75monthly
  • Up to 9 connected accounts
  • Bank, Credit Card, or POS

Financial Report Preparation

$50monthly
  • Monthly financial report services
  • Includes budget reports

On-Demand Bookkeeping

$100monthly
  • Monthly bookkeeping support services
  • Audio/video, screen share
  • Email support

Bookkeeper Backup Support

$300monthly
  • Monthly support services
  • In-house bookkeeper assistance
  • Bookkeeper work product review

Accounts Payable Entry Service

$100monthly
  • Bills, expense receipts, manual checks
  • Create bills against purchase orders
  • Vendor communication management

Purchase Orders Entry Service

$50monthly
  • Up to 10 vendor purchase orders per month
  • Electronic delivery to vendors
  • Monthly PO status report

Customer Estimates Entry

$50monthly
  • 10 customer estimates/quotes per month
  • Electronic delivery to customers
  • Monthly estimate status report

Payroll Journal Entry Service

$50monthly
  • 5 payroll journal entries per month
  • Record payroll liabilities and expenses
  • Transaction matching, reconciliation, reporting

Customer Invoicing Plus Billable

$200monthly
  • Updated A/R Report
  • 10 customer invoices per month
  • Application of job deposit and payments

Standard Customer Invoicing

$100monthly
  • Updated A/R Report
  • 50 customer invoices per month
  • Application of job deposits and payments

Customer Sales Receipts Service

$100monthly
  • Creation of sales receipts in QBO
  • Up to 100 sales receipts per month
  • Additional sales receipt entry with surcharge

Entering Point-of-Sale Data

$125monthly
  • Entry of sales data for up to 5 systems
  • External booking or POS systems
  • Entry of gross sales, sales tax, deposits

Full Service Payroll

$150monthly
  • Processing for up to 10 employees
  • Bi-weekly, bi-monthly, or monthly
  • Includes payroll summary report

Owner Salary Posting Service

$50monthly
  • Posting of 1 monthly owner salary in QBO
  • Calculation or payroll taxes
  • Owner Payroll Summary Report

State B&O Sales Tax Return Preparation

$100monthly
  • Calculation of gross revenues by state
  • Business and Occupations tax
  • Sales/Use taxes by state

Managed QuickBooks Online Essentials

$40monthly
  • Managed QBO subscription
  • We pay under our firm account
  • Billed with other accounting services

Managed QuickBooks Online Plus

$70monthly
  • Managed QBO Subscription
  • We pay under our firm account
  • Billed with other accounting services

Managed QuickBooks Online Advanced

$150monthly
  • Managed QBO Subscription
  • We pay under our firm account
  • Billed with other accounting services

Managed QuickBooks Online Full Service Payroll

$120monthly
  • Managed QBO subscription
  • We pay under our firm account
  • Billed with other accounting services

Custom Chart of Accounts Preparation

$150one-time
  • Set-up of 1 company chart of accounts
  • Review of 1 company chart of accounts
  • Update of 1 company chart of accounts

Products and Services Set-up

$200one-time
  • Set-up of products, services , or inventory
  • Update of products, services, or inventory
  • Review of products, services, or inventory

Class and Location Set-up

$50one-time
  • Set-up of classes and/or locations
  • Update of classes and/or locations
  • Review of class and/or locations

Accounts Receivable Clean-up

$150one-time
  • Cleanup/write off up to 100 invoices
  • Cleanup invoice errors, credits, bad debt
  • Accounts Receivable Aging Report

Accounts Payable Clean-up

$150one-time
  • Clean-up or correction of up to 100 vendor bills
  • Clean-up credits or unapplied payments
  • Accounts Payable Aging Report

Deposit/Trust Account Setup

$50one-time
  • Set-up of up to 5 liability deposit/retainer accts
  • or Set-up of 1 trust account
  • Custom report included

Vendor Set-up with 1099

$200one-time
  • Set-up or audit of 50 QBO A/P vendors
  • Set-up per 1099 reporting guidelines
  • Includes E-filing and vendor report

Customer Project Set-up for QuickBooks

$200one-time
  • Set-up of up to 10 customer projects
  • Connection of related time and expenses
  • Project transaction and profitability report

Amended State Sales Tax Return Preparation

$100one-time
  • Review of past calculation of revenues
  • Review of past B&O and sales tax
  • Up to 4 states included

Conversion Service for QuickBooks Desktop

$500one-time
  • Convert 1 QB Desktop account to QBO
  • Journal entries, period end transaction entries
  • Matching Balance Sheet, reports, and entities

Good-Bookkeeping Audit & Clean-Up

$850one-time
  • Deep-dive audit and cleanup of 9 connected accounts
  • Audit key balance sheet accounts
  • Audit income, expenses, assets, liabilities, and equity

Set-up Services for QuickBooks Online

$500one-time
  • Company settings, chart of accounts, products/services
  • Review of past B&O and sales tax
  • Up to 4 states included