Clean-up

$1000+

Clean-up service includes the following: getting your past financials up to date, a review of your chart of accounts & classifications to ensure all historic transactions are correctly organized, and an updated profit & loss and balance sheet

Set-up

$500+

Set-up service includes the following: selection of the proper QuickBooks version that will best suit the needs of your business, set-up customized Chart of Accounts, Lists, Preferences/Settings, Forms, Payroll, Taxes, Templates, Inventory, Fixed Assets, and more, sync and review bank and credit card accounts, build custom general or management reports, connect any 3rd party apps, and offer customizable training based on your needs and goals

*training can be done remotely or on-site, additional fees may apply

*first month of service included in set-up cost

Monthly Service

$500+

*all packages include: responsive support to calls, texts, and emails, simple data sharing via Dropbox, Tax season support (communication with tax accountant/CPA, financial report sharing, & year-end journal entries), Client provides online access to all accounts to pull statements, history reports, and view images.