Let's do this!
If you’re not on QBO yet, no worries — we can help get you set up and running smoothly.
Services Offered
core package $300
CATEGORIZING TRANSACTIONS
- We organize and classify your business transactions to record every expense and income item.
MONTHLY RECONCILING
- We match your bank and credit card statements to your accounting records each month to ensure everything aligns.
FINANCIAL STATEMENTS
- We provide monthly financial reports—including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—so you always have a clear picture of your business’s financial health.
QBO VENDORS
- We update and maintain vendor details in QuickBooks Online, ensuring that each transaction is accurately linked to the correct vendor. This helps you keep track of who you’re paying, monitor spending patterns, and generate cleaner, more organized financial reports.
TAX PREP
- We prepare your year-end Profit & Loss Statement and ensure your books are clean and organized, making it easy for your CPA to file your taxes accurately and on time.
Let's get your books in order
CATCHING UP
- If you tried and fell behind or it's just not something you want to deal with, this is for you. We will get your books caught up first and then continue to keep them up to date with Monthly Bookkeeping.
Cleaning Up
- Let's get your busines transactions organized! We can capture past transactions, digital or paper copy.
Add-on
RECEIPT MANAGEMENT
+$25/month
- We collect, organize, and attach your receipts to the correct transactions in QuickBooks Online. This keeps your records audit-ready, supports accurate expense tracking, and saves you time come tax season.
W-9 MANAGEMENT
$10/W-9
- We make it easy to request, track, and store W-9s, so you're always prepared when it’s time to file 1099s.
1099-NEC FILING
$10/1099-NEC
- We handle the preparation and electronic filing of your 1099-NEC forms, ensuring your contractors receive them on time.
ANNUAL REPORT FILING
$25/year
- Many states require businesses to file an annual report to maintain good standing. Our Annual Report Filing service ensures your business information is accurately submitted on time, helping you stay compliant and avoid late fees or administrative headaches.
Know the health of your business! Let's do this!
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