Pricing and Services
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Monthly Bookkeeping
Our Ongoing Bookkeeping Services are designed to meet the specific needs of each firm. Pricing for this service typically ranges from $750 to $1,500+ per month, with the final cost determined by several factors, including:
✦ The volume of transactions
✦ The complexity of your financial operation
✦ Any specialized reporting requirements
We also charge an initial new client onboarding fee starting at $500, with the final price determined by the amount of cleanup required and how far into the fiscal year we are. This ensures your books are organized and ready for seamless ongoing management.
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New QB Account Setup
Our New QuickBooks Online Account Setup service starts at $300 and is ideal for clients establishing a new QuickBooks Online account for their business. The final cost depends on the complexity of your business needs and any data transfer from previous accounting software. This service ensures your QuickBooks Online account is set up and customized to meet your specific requirements efficiently and accurately.
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Catch Up & Clean Up
The cost for our Catch Up and Clean Up Services is fully determined by the scope of work involved. This service is priced as a flat fee and is tailored to bring your financial records up-to-date efficiently and accurately. Whether you need to reconcile months of transactions or clean up disorganized records, we will provide a clear quote after assessing the amount of work required. This ensures transparency and allows you to understand the investment needed to get your books back on track.
Flat Fee Pricing
All our rates are based on flat fee pricing, ensuring transparency and predictability in your budgeting. Contact us for a personalized quote tailored to your specific business needs.
Bookkeeping Services
Weekly Transaction Coding
✔ Bank accounts
✔ Credit card accounts
✔ Loan accounts
Monthly Account Reconciliation
✔ Confirm accounts match up with bank, loan, and credit card records
✔ Verify financial accuracy
✔ Identify discrepancies
Monthly Financial Statements
✔ Income statement
✔ Balance sheet
✔ Cash flow statement
Accounts Receivable
✔ Weekly monitoring & reporting
✔ Deposit and invoice matching
✔ Monthly AR reconciliations
✘ Customer invoice creation and collections management are not part of our services.
Accounts Payable & Payroll
✔ Record bills in QuickBooks Online
✔ Process approved bill payments via QuickBooks or third-party apps
✔ Coordinate payroll with QuickBooks Online Payroll or third-party providers
Project / Job Costing
✔ Monitor project-specific revenue and expenses for accurate tracking
✔ Generate detailed profitability reports for each project or job
✔ Customize your chart of accounts to align with your specific business needs
Additional Services
■ Period-end adjustments
■ Balance sheet and payroll ledger reconciliations
■ W-9 management
■ Annual 1099 processing and filing (additional fee)
■ State sales tax reporting and filing
■ Maintaining a clean and accurate chart of accounts
■ Preparing year-end tax-ready books
■ Liaison with your CPA or tax preparer
■ Dedicated Bookkeeper
Third Party Integrations
As part of our comprehensive bookkeeping services, we will integrate and work with various client-specific platforms outside of QuickBooks Online, including:
■ Bill pay platforms
■ Payroll providers
■ Project management software
■ Banking, credit card, and loan websites
■ Time tracking software
