Bookkeeping Services
We offer a comprehensive range of bookkeeping and small‑business accounting services designed to keep your financials accurate, organized, and easy to understand. From monthly bookkeeping, payroll, catch‑up, and clean‑up to accounts payable and accounts receivable management, these core offerings provide a strong foundation for any small business. This list is just the starting point — services can be tailored or expanded to meet the specific needs of your operations.
Quickbooks Online Set Up
$300-$500
A solid QuickBooks Online setup package for a small business usually includes everything needed to get the system running smoothly, tailored to the business owner’s workflow, and ready for day‑to‑day use.
What’s included:
Account Setup & Configuration — Creating the QuickBooks Online account, selecting the right subscription level, and configuring company settings (tax preferences, fiscal year, chart of accounts, user permissions).
Chart of Accounts Customization — Tailoring income, expense, asset, and liability categories to match the business model for cleaner reporting.
Bank & Credit Card Connections — Linking financial institutions, enabling bank feeds, and ensuring transactions import correctly.
Product/Service List Setup — Creating items for sales, inventory, or service‑based businesses so invoicing and reporting stay accurate.
Customer & Vendor Import — Uploading existing customer/vendor lists and cleaning up duplicates or outdated entries.
Beginning Balances & Historical Data — Entering starting balances for accounts, loans, inventory, and unpaid invoices/bills.
Payroll Setup (if applicable) — Configuring payroll, tax filings, employee profiles, pay schedules, and direct deposit.
Sales Tax Configuration — Setting up local/state tax rates, automated tracking, and filing workflows.
App Integrations — Connecting POS systems, payment processors, time‑tracking tools, or e‑commerce platforms.
Custom Reports Setup — Building tailored financial reports (P&L, balance sheet, cash flow, job costing, class/location tracking).
Monthly Bookkeeping Services
Starting at $300 - services are customized for your specific business needs
Our Basic Monthly Bookkeeping package keeps your financials organized, accurate, and stress‑free — giving you clean books and clear insights without the overwhelm.
What’s included:
Monthly Transaction Categorization — Every income and expense is reviewed, categorized, and properly coded so your books stay clean and consistent.
Bank & Credit Card Reconciliations — We reconcile all connected accounts each month to ensure accuracy and catch errors before they become problems.
Receipt & Document Management — You send receipts digitally; we attach and organize them so everything is audit‑ready.
Accounts Payable Tracking — We record vendor bills and track what you owe, helping you stay on top of payments.
Accounts Receivable Tracking — We record customer invoices and monitor outstanding payments so you always know what’s coming in.
Monthly Financial Statements — You receive a clear Profit & Loss and Balance Sheet every month, plus simple explanations so you actually understand your numbers.
Loan & Liability Tracking — We update loan balances, interest, and payments so your liabilities stay accurate.
Monthly Review for Accuracy — A monthly check to ensure your books look right, accounts match, and nothing is missing.
Email Support — Have questions or need clarification? We’re here for you throughout the month.
Bookkeeping Catch‑Up Services
If your books have slipped behind, you’re not alone — it happens to busy business owners all the time. Our Catch‑Up service gets everything current, organized, and accurate so you can move forward with confidence. No judgment, no stress, just clean books and a fresh start.
What’s included:
Historical Transaction Categorization — We categorize all past income and expenses for the months you’re behind.
Bank & Credit Card Reconciliations — Every account is reconciled month‑by‑month to ensure accuracy.
Clean Entry of Missing Transactions — We identify and enter any transactions that didn’t import or were overlooked.
Accounts Payable & Receivable Review — We update outstanding bills and invoices so your records match reality.
Loan & Liability Catch‑Up — We correct loan balances, interest, and payments for past periods.
Receipt & Document Organization — We attach and organize past receipts for audit‑ready records.
Month‑End Reviews — Each catch‑up month is reviewed for accuracy and consistency.
Updated Financial Statements — You receive accurate Profit & Loss and Balance Sheet reports for all catch‑up periods.
Bookkeeping Clean-Up Services
If your books are up to date but just don’t look right, our Clean‑Up service gives you the clarity you’ve been missing. We fix the errors, organize your accounts, and rebuild your financial foundation so your reports finally make sense — and you can trust your numbers again.
What’s included:
Full Diagnostic Review — We analyze your existing books to identify errors, inconsistencies, and structural issues.
Chart of Accounts Optimization — We reorganize your accounts for clarity and accurate reporting.
Transaction Reclassification — Incorrectly categorized transactions are corrected for accuracy.
Duplicate Entry Removal — We identify and remove duplicates that inflate income or expenses.
Bank Feed Corrections — We fix mis‑matched or incorrectly imported transactions.
Balance Sheet Corrections — We correct assets, liabilities, loans, and equity accounts.
Accounts Payable & Receivable Cleanup — We fix unpaid bills, open invoices, and incorrect balances.
Sales Tax Cleanup — We correct tax settings, unpaid filings, and mis‑posted tax payments.
Payroll Cleanup — We fix payroll entries, tax liabilities, and year‑to‑date balances.
Reconciliations Review — We ensure past reconciliations were done correctly and fix any discrepancies.
Corrected Financial Reports — You receive accurate, reliable financial statements once cleanup is complete.
Accounts Payable Services
Your vendors keep your business moving — and we make sure they get paid accurately and on time. Our Accounts Payable Services take the stress out of managing bills, tracking due dates, and staying organized. You get clean records, smooth workflows, and peace of mind knowing everything is handled with care and precision.
What’s included:
Vendor Setup & Management — We create and maintain vendor profiles, ensuring contact info, terms, and payment preferences are always up to date.
Bill Entry & Coding — Every bill is entered, categorized, and coded correctly for clean financial reporting.
Invoice Verification — We review vendor invoices for accuracy, duplicates, and discrepancies before they’re approved.
Payment Scheduling — We organize due dates and help you plan payments to avoid late fees and maintain strong vendor relationships.
Approval Workflow Support — If your business requires approval steps, we help manage and streamline that process.
Recurring Bill Management — Monthly subscriptions, utilities, and regular expenses are tracked and posted automatically.
Credit & Vendor Statement Reconciliation — We compare vendor statements with your records to ensure nothing is missed or duplicated.
1099 Vendor Tracking — We track payments to contractors throughout the year so tax season is smooth and stress‑free.
AP Aging Reports — You receive clear reports showing what’s due, what’s overdue, and what needs attention.
Email Support — Have questions about a bill or vendor? We’re here to help.
Accounts Receivable Services
Your business thrives when cash flow is steady — and we make sure your invoicing and collections run smoothly from start to finish. Our Accounts Receivable Services help you get paid faster, reduce overdue balances, and keep your customer records clean and accurate. You stay focused on delivering great service while we keep the money moving.
What’s included:
Customer Setup & Management — We create and maintain customer profiles with accurate contact info, terms, and billing preferences.
Invoice Creation & Posting — We prepare and send invoices promptly, ensuring everything is coded correctly for clean reporting.
Payment Recording — Customer payments are posted accurately and matched to the right invoices.
Past‑Due Invoice Monitoring — We track overdue invoices and keep you informed so nothing slips through the cracks.
Customer Statement Delivery — Monthly or on‑demand statements sent to customers to encourage timely payment.
Credit Memo & Refund Processing — We handle credits, adjustments, and refunds to keep accounts accurate.
AR Aging Reports — Clear visibility into what’s outstanding, what’s overdue, and what needs attention.
Email Support — Quick answers whenever you need help with a customer or invoice.
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