Send me your shoebox of receipts and assorted scraps of information about your business activities. I will organize and create an electronic company file that incorporates all your business transactions for the current year. Your books will be all caught up and easy to maintain your finances moving forward.

• Creating QuickBooks subscription
• Creating new company file
• Setting up a chart of accounts customized for your business
• Setting up your customer list
• Setting up your vendor list
• Creating a custom invoice template
• Creating a custom job proposal/estimate template
• Setting up accounts for future tax purposes
• Setting up state sales and income tax schedules
• Setting up car leases and scheduled payments

Catch Up / Clean Up

If it’s been a few months, a year or even more since you’ve worked on your financials, I can get them caught up fast. I will systematically start from where you left off and work forward until your bookkeeping is completely up to date.

• Comprehensive review of your bookkeeping system – verifying that your chart of accounts is optimized for your business and making sure your accounts are set up properly.
• Past Month to month reconciliations of your bank account and credit card transactions.
• Update your accounts receivables and accounts payables.
• Analyze your company file to ensure data accuracy.

We charge an on boarding fee that will range from $260- $540 onboarding fee to get started,. We will be able to let you know right away what the exact amount will be after our initial call. This includes all the setup work and consulting to learn about your business processes. ​

Monthly bookkeeping for small businesses averages $500 / month. Basic monthly bookkeeping for self-employed entrepreneurs averages $250 / month. Packages can be easily customized to fit your needs.

Additional services are billed at $45 / hour. Quickbooks Training is also billed at $45/ hour (we don’t increase our fees to train, we are happy to train you or your staff so they can take over process).