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Gain peace of mind knowing your books are accurate, organized, and always up to date. Stay financially informed and ready for tax season. Our monthly bookkeeping services provide clear, reliable financial records so you can focus on running and growing your business with confidence!
Additional Services & Fees May Apply For:
SERVICES INCLUDE
- Recording and properly categorizing all business income and expenses
- Monthly bank and credit card reconciliations
- Maintaining a clean and organized general ledger
- Accounts Payable and Accounts Receivable tracking
- Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
- Review and correction of uncategorized or misclassified transactions
- Ongoing communication to clarify transactions when needed
- Preparation of books for tax filing and collaboration with your CPA
PRICING
Monthly bookkeeping services start at $300 per month, with pricing tailored to your business's specific needs. Every business is unique, so we begin with a books assessment to evaluate the current state of your financial records and discuss your goals. From there, we create a customized bookkeeping plan that fits your operations and level of support needed.Additional Services & Fees May Apply For:
- QuickBooks Online setup or migration from QuickBooks Desktop
- Initial bookkeeping cleanup or catch-up work
- Extensive Accounts Payable management (vendor bill payments)
- Complex Accounts Receivable services (customer invoicing and collections)
- Payroll processing services
If your books have fallen behind or transactions haven't been properly categorized, a one-time cleanup can bring your financial records back on track. This service focuses on reviewing, correcting, and organizing your QuickBooks Online file so your reports are accurate and your business finances are clear and reliable.
If additional time is required due to the volume or complexity of transactions, it will be billed at $30 per hour. Any additional work will always be discussed and approved before we continue so there are no surprises.
SERVICES INCLUDE
- Review of your existing QuickBooks Online file and financial records
- Catch-up and categorization of uncategorized or misclassified transactions
- Bank and credit card account reconciliations
- Correction of duplicate or incorrect entries
- Cleanup and organization of the chart of accounts
- Review and correction of accounts receivable and accounts payable balances
- Adjustment entries to ensure accurate financial reporting
- Preparation of clean Profit & Loss and Balance Sheet reports
- Recommendations for maintaining accurate books going forward
PRICING
Cleanup projects begin with a base fee of $350, which covers the initial review and up to 20 hours of cleanup work to organize and correct your financial records.If additional time is required due to the volume or complexity of transactions, it will be billed at $30 per hour. Any additional work will always be discussed and approved before we continue so there are no surprises.