Our Services
Our Services
QuickBooks Online setup, monthly bookkeeping, and cleanup to keep your financial records accurate, structured, and up to date so you know where your business stands.
Monthly Bookkeeping
Ongoing bookkeeping to keep your records accurate and your numbers clear every month.
WHAT’S INCLUDED:
Transaction categorization
Bank and credit card reconciliation
Monthly financial reports (Profit & Loss, Balance Sheet)
SERVICE SCOPE:
Accounts: Up to 3 bank and/or credit card accounts
Volume: Up to 100 transactions per month
Pricing depends on the number of accounts, transaction volume, and overall complexity.
Please note:
Payroll: Activity from existing providers (e.g., Gusto, ADP, Paychex) is recorded in QuickBooks. Payroll processing is not included.
Starting at $300/month
QuickBooks Online Setup (One-Time)
QuickBooks Online setup to get your books accurate and set up correctly from the start.
WHAT’S INCLUDED:
QuickBooks account setup and company details
Chart of Accounts tailored to the business
Bank and credit card account connections (up to 3)
Opening balances based on client-provided records
Invoice customization (logo and basic branding)
Final review for accuracy and readiness
Starting at $300
Pricing depends on business complexity and setup needs.
Please note:
The QuickBooks Online subscription is the client’s responsibility and is billed directly through Intuit. Third-party integrations (Shopify, Stripe, Amazon, etc.) are not included. Cleanup or prior bookkeeping work is not included and will be quoted separately.
Clean Up / Catch-Up (One-time)
Bring your books up to date and restore accuracy when records are incomplete or outdated.
WHAT’S INCLUDED:
Review and correction of prior bookkeeping errors
Catch-up on unreconciled transactions based on available records
Bank and credit card reconciliations
Financial reports (Profit & Loss, Balance Sheet)
Starting at $500
Pricing depends on the number of months, transaction volume, and complexity. A firm quote is provided after review.