Get your business financials organized and set up for success from day one. Our Bookkeeping Setup service provides a tailored foundation so you can maintain accurate financial records with confidence.

What’s Included:

• Custom Chart of Accounts: Tailored specifically to your business structure and industry for clear tracking.

• Transaction Entry: Initial recording and categorization of your business income and expenses.

• Account Reconciliation: Verifying bank and credit card balances to ensure complete accuracy.

• Financial Reports Review: A walk-through and review of your core financial statements (Balance Sheet & Profit/Loss) so you understand your numbers.

Pricing: Investment starts at $2,500 and may vary depending on the scope and specific needs of your business.

Get your books back on track and accurate with our complete QuickBooks Cleanup service. We untangle messy accounting records so you have reliable financial data you can trust.

What’s Included:

• Chart of Accounts Cleanup: Organizing and streamlining your account structure for accurate reporting.

• Transaction Cleanup: Categorizing uncategorized or misclassified income and expenses.

• AR/AP Cleanup: Reviewing and reconciling outstanding Accounts Receivable (invoices) and Accounts Payable (bills).

• Account Reconciliation: Balancing bank, credit card, and loan statements to ensure complete accuracy.

• Financial Report Review: Polishing and reviewing your Balance Sheet and Profit & Loss statement so you have clear, accurate financial statements.

Pricing: Investment starts at $3,500 and may adjust depending on the scope and overall complexity of your accounting records.

Fallen behind on your bookkeeping? Our QuickBooks Catchup service brings your accounting records completely up to date, ensuring your financial books are accurate, balanced, and tax-ready.

What’s Included:

• Custom Timeframe Catchup: Complete bookkeeping catchup tailored to your specific timeframe (months or years).

• Data Entry & Categorization: Accurate logging and classification of all historical income, expenses, and transactions.

• Account Reconciliation: Balancing bank, credit card, and loan accounts for the entire catchup period.

• Financial Reports Review: A thorough review of your updated Balance Sheet and Profit & Loss statement to ensure total accuracy.

Pricing: Investment starts at $2,000 and may adjust depending on the time period and overall transaction volume required.

Keep your financial records accurate, up to date, and stress-free every month. Our Monthly Bookkeeping Services provide ongoing support so you always have a clear view of your business’s financial health.

What’s Included Each Month:

• Data Entry & Categorization: Timely recording and accurate classification of all monthly income and expenses.

• Account Reconciliation: Regular balancing of bank, credit card, and loan accounts to ensure zero errors.

• Financial Reports Review: Monthly review of core financial statements (Profit & Loss and Balance Sheet) to keep you informed and prepared.

Pricing: Monthly packages start at $750/month and may adjust depending on your transaction volume and specific business needs.