Bank Feed Categorization

$100monthly
  • Maximum of 9 Connected Accounts
  • Bank and Credit Card Accounts

Reconciliation of Accounts

$75monthly
  • Maximum of 9 Connected Accounts
  • Bank, Credit Card and Balance Sheets

QuickBooks Financial Report Preparation

$50monthly
  • QuickBooks Online Financial Reports
  • CFO Insights Emailed On Request

Extra On-Demand Support

$100monthly
  • Primarily Email and Messaging Support
  • Audio/video, screen share options
  • Up to 30-Minutes of Monthly Support

Bookkeeper Backup Support

$300monthly
  • Primarily Email and Messaging Support
  • Audio/video, screen share options
  • Bank feed, Reconciliations & Financials

Accounts Payable Entry Service

$100monthly
  • Entering Monthly Vendor Bills
  • Converting PO’s into Vendor Bills
  • Digitally Paying Approved Vendor Bills

Purchase Orders Entry Service

$50monthly
  • Maximum of 10 PO Entries per Month
  • Option for Emailing Estimates
  • Customized PO Reports

Customer Estimates Entry

$50monthly
  • Creating Monthly Estimates
  • Option for Emailing Estimates
  • Creating Custom Estimate Reports

Payroll Journal Entry Service

$50monthly
  • Monthly Summary Journal Entries
  • Record payroll liabilities and expenses
  • Clearing of Payroll Liabilities

Customer Invoicing Plus Billable

$200monthly
  • Accounts Receiable Aging reports
  • Monthly Billable Expense Type Invoicing
  • Creating Deposits/Applying Payments

Standard Customer Invoicing

$100monthly
  • Accounts Receivable Aging reports
  • Monthly Standard Invoicing Services
  • Creating Deposits/Applying Payments

Customer Sales Receipts Service

$100monthly
  • Sales Receipts by Customer & Product
  • Sales Tax Liability tracking & recording
  • Reconciliation against POS Reports

Entering Point-of-Sale Data

$125monthly
  • Monthly Summary Journal Entries
  • Recording Discounts & Sales Tax
  • Reconciling against POS Reports

Full Service Payroll - Select Providers

$150monthly
  • Payroll for up to 10 Employees
  • Monthly, Bi-Monthly, or Bi-Weekly
  • Timesheets and Payroll Tax Support

Estimated Tax Advising Service

$50monthly
  • Monthly Self-Employment Tax Estimate
  • Monthy Equity Transaction Review
  • Monthly YTD Net Profit Review

State B&O Sales Tax Return Preparation

$100monthly
  • Reporting Taxable Gross Receipts
  • Tracking & Reporting State Sales Tax
  • Tracking & Reporting Local Sales Tax

Managed QuickBooks Online Essentials

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

Managed QuickBooks Online Plus

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

Managed QuickBooks Online Advanced

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

Managed QuickBooks Online Payroll

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

Custom Chart of Accounts Preparation

$150one-time
  • New Customized Chart of Accounts
  • Udating and Consolidating Accounts
  • Major Edits to Chart of Accounts

Products and Services Set-up

$200one-time
  • Set-up of Product/Service Items
  • Update of Product/Service Items
  • Review Item Account Mappings

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
  • Correct Payment Application Errors
  • Accounts Receivable Aging Report

Accounts Payable Clean-up

$150one-time
  • Clean-up Maximum of 100 Vendor Bills
  • Correct Vendor Bill Payment Errors
  • Accounts Payable Aging Report

Deposit/Trust Account Setup

$50one-time
  • Setup up Job Deposit Liabilities
  • Setup and Trust Account
  • Apply Job Deposits to Invoices

Vendor Set-up with 1099

$200one-time
  • Setup 1099 Eligible Vendor Profiles
  • Verify 1099 Account Mappings
  • E-File 1099’s and Attach W-9’s

QuickBooks Project Setup Services

$200one-time
  • Set-up Customer Projects
  • Validate Time & Materials for Projects
  • Create Custom Project Reports

Prior Period State Sales Tax Returns

$100one-time
  • File or Amend Prior Period Returns
  • Review Gross Receipts & Sales Tax
  • Limited to One State and One Return

QuickBooks Desktop to Online Conversion

$500one-time
  • One Desktop to Online Conversion
  • Reconciliation and Joural Entries
  • Review of Desktop to Online Reports

Annual Good-Bookkeeping Audit & Clean-Up

$850one-time
  • 12 Month Deep-Dive Audit & Clean-Up of Existing Books
  • Review and Reconciliation of All Balance Sheet Accounts
  • *Prior Period Transactional Accounting Not Included

One-Time Set-up Services for QuickBooks Online

$500one-time
  • ProAdvisor Setup of QuickBooks Online Company Books
  • Assistance with Connecting New Bank or Credit Card Feeds
  • Review & Update of Existing QuickBooks Online Setup