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Starting at $150/month
Starting at $150/month
(dependent on number of monthly transactions and complexity)
Quickbooks Certified
Monthly transaction categorization & reconciliation
Chart of accounts setup & maintenance
QuickBooks Online/Desktop support
Monthly financial statements (P&L, Balance Sheet)
Cash flow tracking
Receipt and expense organization
Building insightful reporting & charts
Automation with integrations - banks, credit cards, and payment platforms (such as: Paypal, Stripe, Venmo, Square, and Zelle)
Implement Quick Books Bill Pay or Bill.com for payments to vendors
Implement Quick Books Payments for customer receipts
Starting at $200/month
Starting at $200/month
(or on an ad hoc basis)
Perfect for growing businesses that need more insight
Account clean-up and historical catch-up
Budgeting & forecasting assistance
Monthly or quarterly financial reviews
Income statement analysis & variance commentary
1099 vendor tracking & prep assistance
Audit readiness
CFO services
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