New Client Initial Consultation: always free

– Review of Chart of Accounts
– Review of Profit & Loss Statement / Balance Sheet
– Detailed Clean-Up estimate, if needed
– In-Person or Zoom meeting to discuss recommendations and ongoing services

Basic Services Package: billed per hour, monthly

– Cash basis bookkeeping
– Weekly bank feed items for bank accounts and credit cards
– Monthly bank and credit card statement reconciliation
– Email and scheduled phone support
– A La Carte Items available

Select Services Package: billed in advance, on the 1st of every month

– Cash or Accrual basis bookkeeping
– Bank and Credit Card feed items updated three times per week
– Vendor Invoice Entry
– Payroll management, up to 10 employees
– Monthly accrual Journal Entries
– Monthly or annual Amortization Entries
– Monthly bank, credit card and loan statement reconciliations
– Monthly P&L and BS statements
– Monthly in-person or phone review of financial statements
– Unlimited email and phone support
– A La Carte Items available

A La Carte Items: (please ask for pricing details)

– QuickBooks Online Set Up
– QuickBooks Online Clean Up
– QuickBooks Online Training
– CFO Consulting Services
– Payroll Services Management
– Contractor Payments
– Accounts Receivable Management
– AR Collection Services
– Accounts Payable Management
– 1099 Filing
– Sales Tax Returns
– Financial Statements
– Multiple Entities, Classes and Locations Tracking
– Special Project Requests