Online Bookkeeping Services

Monthly Bookkeeping

  • Maintain Chart of Accounts

  • Transaction Categorization for P&L and Schedule C Tax Reporting

  • Bank, Credit Card, Merchant Processor & Loan Account Reconciliation

  • Financial Statement Reporting

    • Profit & Loss

    • Balance Sheet

    • Statement of Cash Flows

  • Weekly Review of Books

  • Monthly Check-In Call

  • Month-End Close With Standard Adjusting Entries

  • Year-End Close with Books Delivered Tax-Ready

  • Direct Coordination with Your Tax Preparer

Catch-Up Bookkeeping

  • Manage Chart of Accounts

  • Correct Misclassified Transactions

  • Reconcile Account Balances Against:

    • Tax Forms

    • Point-of-Sale Systems

    • Bank Statements

Add-On Services

Full Service A/R & A/P Management

  • A/R: Invoicing Customers & Collections

  • AP: Paying Bills & Vendor Management

  • Delivery of Aging Reports

Inventory Tracking

  • Simple (Single Product Line)

  • Complex (COGS Tracking, Multiple SKUs)

Consulting & Training

  • QuickBooks Online Setup

  • Chart of Accounts Organization

  • Establish Bank Feeds & Rules

  • Custom Reports and KPI Dashboards

Monthly Bookkeeping Pricing

(Final Quote Will Be Based On Transaction Volume, Number of Accounts, Number of Entities, and Industry Complexity)

Essential

Starting at $400/Month

  • Up to 100 Transactions

  • Up to 2 Accounts

  • 1 Business Entity

Best for:

  • Small Businesses with Revenue Up to $100K

Standard

Starting at $600/Month

  • Up to 300 Transactions

  • Up to 4 Accounts

  • 1 Business Entity

Best for:

  • Growing Businesses with Revenue Under $500K

Advanced

Starting at $1,200/Month

  • 300+ Transactions

  • 4+ Accounts

  • 1+ Business Entities

Best for:

  • Established Businesses with Revenue Over $500K

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