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Monthly Accounting & Bookkeeping Services

Start-up Level
Starting at $425 to $950 Monthly

Based on QuickBooks Online Simple Start or Essentials (subscription paid by client)

Monthly Bank Reconciliations.

Monthly Credit Card Reconciliations.

Monthly Financial Reports and Customized Reports for analysis.

Adjustments, Reclassifications and monthly closing of accounting/Books.

Semi-annual Revision with company owners.

Advise on how to use and sync third-party apps with the software if needed.

Premium Level

Starting at $650 to $1,800 Monthly

Based on QuickBooks Online Plus (subscription paid by client)

Customer invoicing assistance.

Recurring customer invoicing assistance.

Bill and Bill Payment Assistance.

Monthly Bank Reconciliations.

Monthly Credit Card Reconciliations.

Assistance on how to handle Job Costing and Classes.

Monthly Financial Reports and Customized Reports for analysis.

Accounting Adjustments, Reclassifications and Monthly closing of Books.

Quarterly Revision of Financial Statements with Owners and Managers

Training on how to use specific features of the software.

Advise on how to use and sync third-party apps with the software if needed.

Strategic Level
Starting at $950 - $3,500 Monthly

Based on QuickBooks Online Plus (subscription paid by client)

Everything on Premium Level plus:

Payroll assistance on payments and form filings (941, 940 and RT-6).

Create and send 1099/1096 to independent contractors and IRS.

Accounts Receivables Analysis. (Only when invoiced through QuickBooks)

Accounts Payable Analysis. (Only when using the bill feature in QuickBooks).

Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.

Unlimited Support and training for owners/Staff.

Monthly Revision with company owners Onsite, Remote and/or at our office.

Sales Tax Form Preparation

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