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 QuickBooks
- 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 QuickBooks
- 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 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 Full Service Payroll
$120monthly
- Managed QuickBooks 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 QuickBooks 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 QuickBooks Desktop account
- 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
