Consultation/Evaluation - Free
Identify/discuss the right software for your needs
Review the Chart of Accounts (established vs needing to be set up)
Review what needs to be created or maintained for Inventory, Accounts Payable and Receivable
Estimate time needed for bank, credit card, PayPal reconciliations per month end
Evaluate your need for Customized Financial Statements or Reports
Standard service: Normal monthly services - $85 an hour in business, $80 online
Bank, Credit Card, PayPal, Loan download, record, and classify transactions - Accounts Receivable and Payable transactions, and general expenses/receipts
End of month Bank, Credit Card, PayPal, Loan reconciliation against statement
Enter Bills to pay: process payments, print out checks and envelopes as requested
Enter Invoices, Run A/R Aging summary, Email payment reminders to past due customers
Quarterly/Yearly Sales and Use Tax preparation
Inventory Management, including "Adjust Quantity/Value on Hand" journal entries
Download and reconcile Payroll processing service information for employees
Submit 401k payments and reconciliation for employees
Premium service: Learn how to do normal monthly services
Teach you how to do all of the above standard services on your own - $200 an hour
Auditing - $200 an hour in business, $175 online
If you have yet to do any of your previous year-end bookkeeping or are wanting a third party to oversee the work that's been done by your bookkeeper we can help.
Review the accounting of sales and deposits for the year. Make sure there are no credits on either the customer or vendor that are outstanding and affecting your profit and loss.
Review all bank, credit card, and paypal reconciliations
Run the year-end financials against the previous year. Make sure items that are classed have been entered correctly
We'd love to get you on the right track!
Send us an email so we can set up your free 1 hour Consultation today!
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