Our Services and Packages
Do you have questions about using QuickBooks? We provide knowledgeable services that you can trust.
Bookkeeping Packages
Basic Monthly Package
- Monthly reconciliation and balance of accounts: Up to 3 single-user accounts, up to 250 total transactions
- Reports: Profit & Loss, Balance Sheet
- Phone consultations: Up to 1 hour per month
- Review of expenses: Determine if any expenses are duplicated or unnecessary
- Add-ons available: Payroll services, Sales tax calculations, Additional accounts, Additional account transactions
- Note: Includes the monthly subscription to QuickBooks Online (QBO)
Standard Monthly Package
- Monthly Reconciliation and Balance of account: Up to 3 single-user accounts, up to 250 total transactions
- Reports and Interpretation: Profit & Loss, Balance Sheet, Income by customer, Expenses by vendor, A/R Aging summary
- Phone consultations: Up to 2 hours per month
- Detailed review of expenses (to determine if any expenses are duplicated or unnecessary)
- Add-ons available: Payroll services, Automated billing (A/R), Automated bill pay (A/P), Additional Reports, Sales tax management, Additional accounts, Additional account transactions
- Note: Includes the monthly subscription to QuickBooks Online (QBO)
Premium Monthly Package
- Monthly Reconciliation and Balance of accounts: Up to 3 single-user accounts, up to 250 total transactions
- Account Management-for multiple user account: Up to 10 users and 500 entries
- Reports and Interpretation: Profit & Loss, Balance Sheet, Income by customer, Expenses by vendor, A/R Aging summary, Sales by item summary, Job profitability review, Item profitability review, A/P Aging summary, Ratios, Profit Margins, Annual conversation to review end-of-year reports
- Phone consultations: Up to 4 hours per month
- Detailed review of expenses: Determine if any expenses are duplicated or unnecessary
- Management: Automated billing (A/R), Automated Bill Pay (A/P), Sales tax, Payroll solutions
- Add-ons available: Payroll services, Additional Reports, Additional accounts, Additional account transactions
- Note: Includes the monthly subscription to QuickBooks Online (QBO)
QuickBooks Set-Up
New Business Set-up
- QuickBooks company file set-up: Business Profile, Chart of Accounts, Customer and Vendor profiles (up to 10 of each)
- ½ hour training at time of set-up
- Additional ½ hour phone support within next 3 months
Standard Set-up and Organization
- QuickBooks company file set-up: Business Profile, Chart of Accounts, Customer and Vendor profiles (up to 25 of each), items list, sales tax items.
- 2 hours training with set-up
- Additional 1 hour phone support within next 3 months