QuickBooks ProAdvisor

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

Migration from QB Desktop to QB Online