OPTION A - BASIC BOOKKEEPING

INCLUDES

• Monthly income and expense tracking

• Monthly reconciliations for business checking & credit card accounts

• Categorizing all transactions appropriately and consistently

• Monthly Financial Statements that include a Balance Sheet and Profit & Loss report

• Unlimited email and text support

• QuickBooks Online Subscription at 30% off for 12 months

INVESTMENT

Starting at $297 per month (adjusted based on annual revenue, number of transactions, number of accounts, class tracking, industry, or if additional services are needed)

OPTION B - FULL-SERVICE BOOKKEEPING

INCLUDES

• Everything in the Basic Bookkeeping package

• Accounts Receivable Services

  • Invoicing is done through QuickBooks Online and emailed to the customers.

  • This service is provided on a monthly, semi-monthly, or weekly schedule.

  • Pricing depends on frequency and estimated monthly invoices

• Accounts Payable Services

  • Integrating bill.com to company

  • Intercepting bills and paying those bills through the platform.

  • Reflecting those bills correctly in QuickBooks

• Job Costing / Project Tracking

  • Recording all expenses related to a specific job/project in Quickbooks.

  • This includes materials, labor, subcontractor costs, and other job-related expenses.

• Payroll Services

  • Additional $105 per month

  • For monthly payroll processing for 4 employees

  • Payroll processing and ongoing monitoring of tax payments and filings with ADP

  • Note, if the employer processes payroll, the basic bookkeeping package includes entering payroll data into QuickBooks

INVESTMENT

Starting at $497 per month and tailored to each specific business and their needs