Meeting Room Business

 Services and Pricing

Who we work with:

I have worked with Landscapers, Electricians/Plumbers, Auto/Body Shops, Moving Companies, Non Profits, Consultant Businesses, Handyman Services, Pressure Washing Businesses, and Insurance Companies.  However, I am willing to work with any industry.  

3 Monthly Bookkeeping Service Plans

Are you bogged down with the weekly and monthly tasks in keeping your books up to date?  Not sure how to reconcile your checking, savings and credit card accounts?  I would love to help you with your bookkeeping tasks such as entering in your expenses and income transactions and reconciling your accounts so you can be sure all your numbers line up each month. 

 

We have 3 Plans to choose from based on your number of transactions your business does per month.

Basic Plan

1

Startup and Small Business

(Up to 125 transactions per month)
  • Categorize all transactions

  • Bank Account Reconciliation

  • Credit Card Reconciliation

  • Loan Reconciliation

  • Profit & Loss Statement

  • Statement of Cash Flow

  • Balance Sheet 

  • Coordinate with CPA/Tax Advisor

Add on services:

  • Monthly Accounts Payable

  • Monthly Accounts Receivable

  • Enter Bills and Attach invoices

  • Enter Expenses and Attach Receipts

Starting at  $250

Professional Plan

2

 Midsized Business

(126 to 250 transactions/per month)
  • Categorize all transactions

  • Enter Bills and Attach Invoices

  • Bank Account Reconciliation

  • Credit Card Reconciliation

  • Loan Reconciliation

  • Receipt Management

  • Profit & Loss Statement

  • Statement of Cash Flow

  • Balance Sheet 

  • Coordinate with CPA/Tax Advisor

Add on services:

  • Monthly Accounts Payable

  • Monthly Accounts Receivable

Starting at  $500

Premium Plan

3

Large Established Business

(251 to 1000 transactions/per month)
  • Categorize all transactions

  • Enter Bills and Attach Invoices

  • Bank Account Reconciliation

  • Credit Card Reconciliation

  • Loan Reconciliation

  • Receipt Management

  • Profit & Loss Statement

  • Statement of Cash Flow

  • Balance Sheet 

  • Coordinate with CPA/Tax Advisor

Add on services:

  • Monthly Accounts Payable

  • Monthly Accounts Receivable

Starting at  $850

Other Bookkeeping Services or Projects 

Are you running your business from a shoe box full of receipts, bills and random other papers?  I would LOVE to help you sort this out and get your papers in order and better yet to teach you how to be virtually paperless.  This will help you be more efficient and keep detailed records for years to come if your business is ever audited by the IRS.  Need your books cleaned up or just need your checking, savings, credit cards, and loan accounts reconciled?  We can do that for you too.

Clean Up Work

Are your books a mess?  Don't know when your bank account or credit card accounts were reconciled?

We would love to help you get your books in order and fill in all the gaps or balances that are needed for accurate up-to-date books.  We can help find that missing transaction that is throwing everything off.  Plus, reconciled accounts will help you know that your books are accurate and up-to-date.

Pricing based client's needs

Catch Up Work

Are you behind and need  help to get your books up to date?

We love to help you get your books back on track.  We can help you with transactions all the way back from 6 months to  3 years or more if necessary. Plus, get those bank and credit cards accounts reconciled so you know your books are accurate.

We work with you to decide what will be best for your situation and needs.

Pricing based client's needs

Discount on
QuickBooks Online

Would you like to save money on your QuickBooks Online Monthly Subscription?

 

As a ProAdvisor I can offer a lower cost per month on your QuickBooks Subscription.  Even if you aren't my client, I can offer you a discounted rate.  This will Save you money each month. 
 

 

Contact me for your Savings

Software Programs We Work With

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I work exclusively with QuickBooks Online.  With QuickBooks Online you can log in anywhere to your account securely to see where you financials stand.  Plus, the account will be owned by you, so you can take it with you even if we discontinue working together.  It's a safe and secure cloud software that you can also store your receipts, bills and invoicing info for as long as you keep your account with QuickBooks Online. This is highly beneficial for IRS requirements of saving documents for 7 years in case of a dreaded audit.  Subscription costs for QuickBooks Online vary depending up on your business needs.  Plus, I can offer you Wholesale discount when you work with me.  That's saving you money just by signing up with my services.
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HubDoc is a secure Cloud based program to allow for secure transfer and storage of your important business finances, like Bank and Credit Card Statements. This software allows for automatic retrieval of your monthly credit card and banking statements each month, so you don't need to be bothered with getting those important docs to us.  Saves your time and is very convenient.
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SmartVault is another cloud based program that you can use to securely and safely store and share important documents back and forth across the web. When you are our client, you will have access to your own vault where you can send and store your important business papers.  We will get you set up with your own vault.      
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