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Categorize business income and expenses in QuickBooks Online
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Import data and connect bank accounts + third-party payment processors
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Reconcile each account, reviewing individual transactions, to match bank statements
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Review financial reports and flag changes
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Unlimited Email Support
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CPA/Tax Preparer Support
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Key Metric Highlights and Profit and Loss Statements sent to your inbox
Monthly Reconciliation
Start at $400/month​
QuickBooks Cleanup/Setup
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Customize the Chart of Accounts to match the business structure
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Create/Edit vendor list, customer list, employee information
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Input all liabilities, assets, owner's equity updating balance sheet
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Categorize business income and expenses in QuickBooks Online
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Import data and connect bank accounts + third-party payment processors
-
Reconcile each account, reviewing individual transactions, to match bank statements
-
Produce year-to-date reports sent to your inbox
Contact for Custom Pricing
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Setup all employees/contractors' data into QuickBooks
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Support implementing payroll procedures (timesheets, submitting hours deadlines, etc)
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Setting up tax withdrawals for identified staff members
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Review and troubleshoot payroll as needed (making any changes to pay, hours recorded, etc)
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Payroll setup is not limited to QuickBooks software (Gusto, ADP, and others)
Payroll
$60/payroll cycle + $8-10/employee (status dependent)
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Designing invoices to complement business branding
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Setting up invoicing rules based on business structure
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Managing all outgoing invoices including scheduling payment reminders (account receivables)
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Managing all invoices owed by the business including setting up auto payments (inclusive of all account payable software- Anybill.com, Paypal.com, etc.)
Invoicing
Contact for Custom Pricing
Still need convincing?
Here are three reasons a bookkeeper is worth the investment:
1
We will review every transaction that enters your business. A strong monthly reconciliation system helps discover fraudulent charges, duplicate transactions, and monitor the overall financial health of your business.
2
QuickBooks is an amazing software that allows businesses to get a snapshot of their finances at any given time. For example, the Profit & Loss function serves to help business owners see where their business may be bleeding money vs. growing potentially. this is one of many analyzing tools that can be used.
3
As your business grows, you will reach a point where a solid team to support the continued growth is needed. Your finances are crucial for you to figure out what direction should you move toward. We do more than just reconcile and review transactions. Armed with the knowledge of your goals: we analyze your data, we point out trends, make suggestions, and make sure we are supporting you every step.