IT'S TIME TO KICK IT UP A NOTCH
Feel confident in your company's finances
Is your Bookkeeping a Mess? start here:
MONTHLY BOOKKEEPING & PROFIT FIRST STRATEGY
MONTHLY BOOKKEEPING & PROFIT FIRST STRATEGY
MONTHLY BOOKKEEPING & PROFIT FIRST STRATEGY
Don't try to do it alone. Bookkeeping is a skill that requires a deep understanding of both accounting principles and the ins and outs of accounting software. Let the experts handle your bookkeeping while you focus on what YOU do best. We offer three package levels to meet your needs and budget. The GROWTH and PROSPER levels include Profit First implementation.
QBO Cleanup & Catchup
MONTHLY BOOKKEEPING & PROFIT FIRST STRATEGY
MONTHLY BOOKKEEPING & PROFIT FIRST STRATEGY
Have things gotten out of hand? Our QBO Cleanup & Catchup service is where we roll up our sleeves and fix them. From untangling reconciliations and correcting mis-categorized expenses, to updating your Chart of Accounts and bringing everything current, we get your QuickBooks Online file clean, accurate, and up to date.
QBO Initial Setup
MONTHLY BOOKKEEPING & PROFIT FIRST STRATEGY
QBO Initial Setup
Are you currently running your organization's bookkeeping in spreadsheets or through bank account reviews? It's time to get properly setup with Quickbooks Online. Avoid costly mistakes that can happen when you use QBO's "auto-setup" feature, and let us handle it the right way. We can also get your caught up going back to your last tax return as part of this service.
We Offer THREE Packages LEVELS TO MEET YOUR NEEDS AND BUDGET
PROSPER Package
GROWTH Package Level
GROWTH Package Level
- Beginning of year kick-off meeting
- Monthly strategy meeting - goal setting for TAPS
- Perform 10/25 allocation
- Profit first implementation (6 qtrs)
- Profit first set up day
- Profit first transfers and allocations
- Quarterly profit review - profit strategy assessment
- Two week check in
- Year end profit review
- Beginning of year kick-off meeting
- Monthly strategy meeting - goal setting for TAPS
- Perform 10/25 allocation
- Profit first implementation (6 qtrs)
- Profit first set up day
- Profit first transfers and allocations
- Quarterly profit review - profit strategy assessment
- Two week check in
- Year end profit review
- Calculation of current year depreciation
- Annual online "virtual" business meeting review
- Expense monitoring and advice
- Monthly online "virtual" business meeting review
- Copy of Profit First book
- 1099 preparation w/ W-9 collection throughout the year
- Quarterly profit meeting - financial review
- Compliance checklists
- Profit first instant assessment annually
- Monthly financial statement walk-through
- Bookkeeping practice review
- Full management reporting monthly
- Monthly transaction categorization in the bank feed
- Basic management reporting monthly
- Completing monthly bank reconciliations
- Monthly credit card transactions & reconciliations
- Payroll entries in the GL
- Posting purchase invoices, expenses & cash transactions
- Precision accounting with accruals and prepayments
- Rescue: >3 months behind
- Response time within 24 hours
- Unlimited email and telephone support
- Digital document storage
- Secure portal access
GROWTH Package Level
GROWTH Package Level
GROWTH Package Level
- Quarterly profit meeting - financial review
- Compliance checklists
- Profit first instant assessment annually
- Monthly financial statement walk-through
- PDF of first 5 chapters of Profit First
- Quarterly online "virtual" business meeting review
- Assistance with 10/25 allocation
- Profit first introduction
- Profit first quarterly assessment
- Monthly t
- Quarterly profit meeting - financial review
- Compliance checklists
- Profit first instant assessment annually
- Monthly financial statement walk-through
- PDF of first 5 chapters of Profit First
- Quarterly online "virtual" business meeting review
- Assistance with 10/25 allocation
- Profit first introduction
- Profit first quarterly assessment
- Monthly transaction categorization in the bank feed
- Basic management reporting monthly
- Completing monthly bank reconciliations
- Monthly credit card transactions & reconciliations
- Payroll entries in the GL
- Posting purchase invoices, expenses & cash transactions
- Precision accounting with accruals and prepayments
- Response time within 24-72 hours
- Digital document storage
- Secure portal access
Foundation Package
GROWTH Package Level
Foundation Package
- Quarterly transaction categorization in the bank feed
- Basic management reporting quarterly
- Completing quarterly bank reconciliations
- Quarterly credit card transactions & reconciliations
- Response time within 5 business days