Monthly Recordkeeping
Up to 100/transactions per month
Up to 5 bank and credit card accounts
Monthly bank reconciliations
Monthly financial reports
Annual financial presentation
Unlimited email support

Everything in Silver plus ….
Biweekly Recordkeeping
Unlimited transactions
Unlimited bank and credit card accounts
Monthly bank reconciliations
Monthly reconciliations for prepaids and fixed assets
Payroll management
Monthly financial reports
Quarterly financial presentation
Annual 1099 filing and compliance reminders
Unlimited email support

Everything in Gold plus ….
Weekly Recordkeeping
Unlimited transactions
Unlimited bank and credit card accounts
Monthly bank reconciliations
Monthly account reconciliation
Monthly sales tax filings
Monthly financial presentation
Annual Business Property Tax filing
Unlimited email support

Are you behind on your books? Use this service to catch up on classifying transactions, reconciling accounts and creating updated financial reports.

Pricing based on number of months that need to be caught up.

Service includes:
Diagnostic Review of your current QuickBooks account
Reconcile your accounts
Correct any errors or discrepancies
Generate financial reports
End with a clean and organized set of books that are
both accurate and up-to-date
30 day turn around

Pricing is determined after Diagnostic Review ($300).

Accounts Payable/Bill Payment
Accounts Receivable/Customer Billing
Payroll Processing
Individual Tax Filing