Services & Packages

Your QuickBooks Online Certified ProAdvisor & Xero Certified Accountant

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Essentials/Monthly Review Accounting

Starts at $65 per hour

A monthly service that will give you the oversight of your accounting, do a monthly bank reconciliation, and make necessary corrections to your transactions so that they are in order for doing your taxes, help with business analyzation, & used for loan help. This service is at a reduced price for Small Business owners that do their own bookkeeping but are not aware if they are doing it correctly.  Priced per hour, as needed, starting at $65 per hour.

If you already have your QuickBooks or Xero file started, we can provide you with a review of your books to let you know if everything looks like it's being done properly and your accounts are set up correctly for taxes.

Don’t have an accounting software program or way to track your business transactions? I can help you get set up with the most popular accounting solutions online - QuickBooks Online or Xero.

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Monthly Accounting Services

Starts at $350 per month

  • Assist in recording transactions in books
  • Month End Bookkeeping
  • Bank Reconciliations
  • Monthly Financial Statements/Business Overview
  • Small Business Advice
  • Support calls/emails - included
  • Fixed Monthly Fee
  • Quarterly services also available

* 1099 Reporting - available
* Optional Payroll Services & Discounts
* Software Discounts

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Daily/Weekly Outsourced Accounting

Starts at $650 per month

  • Process your bills for payment (Accounts Payable)
  • Post Invoices with payments (Accounts Receivable)
  • Daily/Weekly Transactions posted to books
  • Post weekly payroll journals to books
  • Assist with Operations workflow
  • Bank & Loan Reconciliations
  • Weekly/Monthly Reports
  • Support calls/emails - included
  • Cash Flow Management/Advisory
  • State Sales Tax Reporting
  • State Gross Receipts Tax Filing
  • Financial Statements/Reporting/Business overview Projections
  • Assist with year-end tax filing reporting
  • 1099 Reporting at year-end
  • Fixed Monthly Fee

* Optional payroll services & Discounts
* Job Costing - available
* Software Discounts

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Optional Services/Projects

Starts at $75/hour

  • Additional Accounting services
  • Review of past or current books
  • Clean-up work on accounts
  • Catch-up work with bank reconciliations
  • Catch-up work with bills or invoices
  • Payroll Services with Tax Notices Assistance
  • 1099 Reporting & Filing
  • QuickBooks Online subscription at reduced rate
  • Available to fill in when someone is on vacation
  • Virtual Bookkeeping options
  • Budget Accounting
  • Assistance with Banking Accounts
  • Assistance in software installation
  • Troubleshooting errors in QuickBooks
  • Assistance with IRS notices
  • Software Discounts
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Business Advisory

Starts at $1250/month

  • Review your business & cash flow forecasts to assist in bank loans or when to purchase new equipment
  • Weekly or monthly review of your business to keep you on track
  • Set up workflow processes and teach them to key employees
  • Train you what to look for in errors
  • Training on how to do Job Costing/Project tracking
  • Training on everyday procedures/best practices using QuickBooks Online
  • Set up Internal Controls
  • Cash Management Controls
  • Create Financial Reports and Projections to follow

(215) 915-0423

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