SERVICES PROVIDED TO INDIVIDUALS AND SMALL BUSINESSES
Initial set up of QuickBooks Online account, which includes:
- Business relevant Chart of Accounts
- Creation of unique classes, if applicable
- Entry of current vendor and customer lists
- Connection of bank and credit card accounts
- Categorization of up to 3 months of income and expense transactions
- transactions beyond 3 months old may be included with an additional fee
- Personalized training on the basic use of QuickBooks Online (up to 2 hours)
Recurring monthly bookkeeping services include:
- Discounted QuickBooks Online subscription
- Management of up to 4 bank and credit card connections
- An additional fee may be charged for more than 4 connections
- Categorization of income and expense transactions
- Bank and credit card account reconciliation
- Monthly Financial Reports
- GE Tax Filings
Add-on options for monthly clients:
- Customer/Client invoicing
- Bill payment
- Employee payroll
- Annual W2 &W3 filing
- Annual 1099 & 1096 filing
Occasional bookkeeping, consulting, and QuickBooks Online training services also available at an hourly rate
For more information, or to schedule a free consultation, please complete the contact form below.