OUR SERVICES
List of Services Summary
Minimum Bookkeeping Services: from $150-$500 per month
Input Transactions - Enter transactions into your system monthly.
QuickBooks Set-up – New company initial set-up of your accounting data file using QuickBooks Online.
Assign Items to Appropriate Accounts - Assign all transactions to appropriate income and expense accounts.
Bank Statement Reconciliation - Your bank statements can be mailed directly or emailed for reconciliation.
Financial Statements - Monthly financial statements provided for your review.
Assist with Cost Control - Analyze your financials and advise accordingly if you appear to be paying too much for specific items
Year-End Reports - Provide you with the information needed for your CPA to prepare your taxes.
Basic Bookkeeping Services: from $500+ per month
Basic Bookkeeping Services include all services listed under Minimum Bookkeeping Services plus the following:
Accounts Payable - Prepare bill through online bill pay
Accounts Receivable - Invoice your customers and manage collection as necessary. I can receive your payments and deposit them directly into your bank account if you desire.
Payroll - Manage your payroll through a third-party payroll of your choice and maintain your payroll records.
Assist with Cash Management - Prepare collection letters for you to sign and send to your customers, and I will make sure your bills are paid on-time, but no earlier than necessary.
Vendor and Customer Files - Maintain vendor and customer files for all those you do business with.
Premium Bookkeeping Services: from $700+ per month
Premium Bookkeeping Services include all the above services listed under Minimum and Basic Bookkeeping Services + custom reports that enable you to better analyze your revenue/expenses and quarterly budget reviews.
Examples of some of the services you can receive with Premium Bookkeeping Services:
Budgeting - I will work with you to accurately forecast future revenue and expenses.
Custom-Designed Reports - I will prepare custom-designed reports to provide the information you need to manage your business successfully.
Samples of reports I may provide include:
- Budget vs. Actual - I can provide a monthly budget vs. actual reports in order to see how you are doing against your projections.
- Customer Reports - I can provide reports to help determine who your most and least profitable customers are.
- Breakout of Expenses - It's useful to break expenses down into different categories, such as by product line, office, or location.
- Event/Project Analysis - I can help you track the revenue and expenses associated with specific events and/or projects.
- Quarterly Budget Reviews - I will meet with you quarterly to review the previous quarter, discuss changes to your budget for coming quarters, and analyze your business.
We are flexible in providing services outside of this list, as well as al-a-carte pricing. We know all businesses are different and have different needs. Please let us know if there is anything else that fits your
bookkeeping needs that is not mentioned in this list!
