Services and pricing
Catch-up, clean-up, and monthly bookkeeping. Every engagement is built around what your business needs.
- 01
Monthly bookkeeping
A complete month-end close every month, so your financial statements are accurate and you can make decisions without second-guessing.
- Transaction coding
- Bank and credit card reconciliations
- Balance sheet reconciliation
- Month-end close process
- Adjusting and closing journal entries
- Monthly financial statements
- 02
Sales and use tax Add-on
An add-on to monthly bookkeeping, priced separately. From what you collect to what you file, with multi-state experience.
- Verify sales tax collection on taxable sales
- Monthly filing of sales tax returns
- Monthly reconciliation of sales tax accounts
- 03
Company setup
Getting the structure right at the start costs far less than fixing a year of books later.
- Create chart of accounts
- Vendor setup
- Product and service setup
- Verify bank connections
- Sales channel integrations
- Workflow documentation
- 04
QuickBooks cleanup
Behind on your books, or not sure they're right? I'll turn them into organized, accurate records.
- Clean up chart of accounts
- Transaction reclassification
- Duplicate transaction removal
- Financial statement review
- Loan balance verification
Your monthly close package
Monthly clients get a complete set of reports each month, not just a login to their software.
Profit and loss
What you earned, what you spent, and what's left.
Balance sheet
Every account reconciled, so the balances are real.
Statement of cash flows
Where your cash came from and where it went.
Reconciliations
Support for the balances behind your statements.
Sales tax filing is an add-on, and cleanup, catch-up, and setup work are quoted separately.
How pricing works
Pricing is based on your transaction volume, the number of accounts, and the services you need. A business in its first year pays for a first-year workload, and a multi-location operation pays for what it takes to close several sets of books.
After the free consultation, you get a fixed monthly quote. No hourly billing, and no surprises on your invoice.
Specializing in
E-commerce, multi-location retail, franchisees, and service-based businesses.
The services above aren't a complete list, and what I handle depends on your business's specific needs. To see if I'm the right fit for your company, book a free consultation and we can discuss how my expertise can help your business.