MANAGE MY BOOKS

WE HANDLE THE DIGITS

When you started this company I'm sure the CHart of Accounts wasn't the first thing on your mind.

Flexible Payment Planning
 

Account Management Made Easy

BOOKKEEPING SERVICES QUOTE

We want to be able to provide you the best service possible. To do that, we need to gather as much information about your business to accurately provide a bookkeeping services quote.

Two options to receiving a quote:

1) Fill out our questionnaire that asks all the right questions about your business. It takes 5-10 minutes to fill out depending on your knowledge of the business. Click here to access the form. This form provide base costs for our services.

2) Share your accounting file with us OR if using QuickBooks Online, provide us a login or add our email address as your accountant so that we can review your file. Click here to access the short form.

We look forward to meeting you and hearing more about your business!

STANDARDS

  • The following are basic bookkeeping services that fall under the lowest prices for services. Please check mark each item that applies to your situation of services needing a quote on:

    •  Bank Reconciliations

    •  Credit Card Reconciliations

    •  Entering Bills

    •  Entering Customer Invoices

    •  Entering Receive Payments and Deposits

    •  Merchant Statements Reconciliation

    •  Paying Bills

    •  Payroll, Once Weekly – Entering from a third party-ADP, Paychex

    •  Payroll, Once Monthly – Entering from a third party-ADP, Paychex

    •  Payroll, Twice per Month – Entering from a third party-ADP, Paychex

FULL ACCOUNT MANAGEMENT

  • The following are more advanced bookkeeping services that increase from the basic services. Please check mark each item that applies to your situation of services needing a quote on:

    •  Accounts Receivable Financing/Factoring Reconciliation

    •  Accrued Monthly Entries; Deferred Revenue, Accrued Expenses

    •  Amazon Account Reconciliation

    •  Bill.com Integration

    •  Budget - Entering & providing results

    •  Class Tracking in QuickBooks

    •  Customer Deposits/Retainers

    •  Currency Conversions

    •  Inventory Entries

    •  Investment Account Reconciliation

    •  Job Costing

    •  Paypal Account Reconciliation

    •  Paypal Account has Multi-Currency

    •  Payroll Allocations

    •  Restricted/Unrestricted Not for Profit Accounting

    •  Retirement/401K Reconciliation

    •  Shopify and/or Stripe and/or Square Up Reconciliation

    •  Time tracking linked to QB for billing

    •  Trust Account Reconciliation

    •  Construction/Work in Progress Accrual Entries

    •  Year-End 1099 Filing

    •  Year-End 1099 - Calling for Tax ID numbers

BUSINESS NEEDS ASSESSMENT

  • What are you wanting a quote on?*

    I'm not sure, looking for options (Pricing starts at $300 per month)Monthly Services (Prices start @ $300 per month)Quarterly Services (Prices start @ $300 per quarter)Once a Week Services (Prices start @ $500 per month)Twice a Month Services (Prices start @ $350 per month)Annual Services (Typically quoted hourly)Twice a Week Services (Prices start @ $800 per month)Daily; Mon-Fri - 1/2 hour a day (Prices start @ $1,350 per month)Daily; Mon-Fri - 1 hour a day (Prices start @ $2,000 per month)Daily; Mon-Fri - 3 hours a day (Prices start @ $3,500 per month)No ongoing services needed, just clean-up of past months/yearsWe will need clean up first, then ongoing servicesOther (Let us know comments in the second to last question)

  • If you chose needing clean up services, how many back months?

Pricing starts at $300 per month

Once a Week Services start @ $500 per month

Twice a Month Services  @ $350 per month)

Annual Services (Typically quoted hourly)

Twice a Week Services start @ $800 per month

Daily; Mon-Fri - 1/2 hour a day start @ $1,350 per month

Daily; Mon-Fri - 1 hour a day Prices start @ $2,000 per month

Daily; Mon-Fri - 3 hours a day (Prices start @ $3,500 per month)


No ongoing services needed, just clean-up of past months/years

We will need clean up first, then ongoing services

  • If you chose needing clean up services, how many back months