Packages
QuickBooks Cleanup
Discuss business operations and best use of financial data
Re-classification of general ledger transactions
Format of Chart of Accounts
Reconciliation of bank and credit card accounts
Review of financial statement transactions
90 minute best practice QuickBooks Online training
Starting at $3,500
Gold Accounting Package - Full service accounting and advisory services
- Daily account transaction posting
- Reconciliation for unlimited bank accounts and credit card accounts
- Max transaction limit of 300 items
- Customer invoicing
- Payables processing
- Payroll Journal Entry
- Custom interactive dashboards
- Comprehensive financial reports with KPI information
- 1 hour monthly conference call with 2 hours of additional support
$1,500 / monthly
Silver Accounting Package - Mid-level accounting for growth & support
- Weekly account transaction posting
- Reconciliation for max 3 bank accounts and 3 credit cards
- Max transaction limit of 200 items
- Customer invoicing
- Payables processing
- Payroll Journal entry
- Detailed financial reports
- Access to insightful monthly dashboards
- 1 hour monthly conference call
$800/ monthly
Bronze Accounting Package - Perfect package for small and new business owners
- Monthly account transaction posting
- Reconciliation for 1 bank account and 1 credit card
- Max transaction limit of 75 items
- Basic financial reports
$400 / monthly
Job Cost (Bookkeeping) Package
Client is responsible for coding transactions to be entered **must have staff available to upload documents & answer questions**
- Daily account transaction posting
- Reconciliation for unlimited bank accounts and credit card accounts
- Max transaction limit of 300 items
- Payroll Journal Entries
- Preparation of draw request funding packages
- Lender packages
- AIA billing - G702 & G703
- Subcontractor invoicing
- Invoice approval workflow
- WIP schedules
- Lien waiver management
- Custom interactive dashboards
- Comprehensive financial reports with KPI information
- Includes 2 hour monthly conference call with 2 hours of additional support per month **additional time is billed at $150/hour**
Starting at $2,000 / month
Additional Services
Financial Statement Review - Monthly / Quarterly / Year End
QuickBooks Online training and support
Book Online
Life’s busy. So organizing your schedule should be as convenient as possible. That’s why you can make a booking with me anytime you like, right here on my website. No more restrictive office hours—just choose a time that suits you, and click!