Categorizing your Transactions

Categorizing your transactions is an important step in managing your finances. We'll categorize your transactions to keep your books organized and accurate.

Bank Reconciliations

We'll compare your bank statements to your transactions posted in Quickbooks to ensure that all transactions are accurate and accounted for. This process will help identify discrepancies and prevent errors in your financial reporting.

Books Clean-Up

If you haven't had bookkeeping done in a while, or your previous bookkeeper made mistakes, We'll carefully sort your through your books and categorize your transactions from previous months to get you back on track.

Manage Financial Statements

Preparation:

- Profit & Loss

- Balance Sheet

- Accounts Payable

- Accounts Receivable

Simple Start

Categorize your transactions for your P&L and Schedule C

Reconcile your accounts

$250 per month

Essentials

Categorize your transactions for your P&L and Schedule C

Reconcile your accounts

Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

Monthly business consultation based on your business needs to enable growth and optimization

$500 per month

Advanced

Categorize your transactions for your P&L and Schedule C

Reconcile your accounts

Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

Monthly business consultation based on your business needs to enable growth and optimization

Full-service A/P & A/R management. We will create your bills & invoices and track payments.

$1,000 per month

Online Bookkeeping Services

The final price of the rates may vary depending on the size and complexity of your business.