Bank Feed Categorization
$100monthly
- Maximum of 9 Connected Accounts
- Bank and Credit Card Accounts
Reconciliation of Accounts
$75monthly
- Maximum of 9 Connected Accounts
- Bank, Credit Card and Balance Sheets
QuickBooks Financial Report Preparation
$50monthly
- QuickBooks Online Financial Reports
- CFO Insights Emailed On Request
Extra On-Demand Support
$100monthly
- Primarily Email and Messaging Support
- Audio/video, screen share options
- Up to 30-Minutes of Monthly Support
Bookkeeper Backup Support
$300monthly
- Primarily Email and Messaging Support
- Audio/video, screen share options
- Bank feed, Reconciliations & Financials
Accounts Payable Entry Service
$100monthly
- Entering Monthly Vendor Bills
- Converting PO’s into Vendor Bills
- Digitally Paying Approved Vendor Bills
Purchase Orders Entry Service
$50monthly
- Maximum of 10 PO Entries per Month
- Option for Emailing Estimates
- Customized PO Reports
Customer Estimates Entry
$50monthly
- Creating Monthly Estimates
- Option for Emailing Estimates
- Creating Custom Estimate Reports
Payroll Journal Entry Service
$50monthly
- Monthly Summary Journal Entries
- Record payroll liabilities and expenses
- Clearing of Payroll Liabilities
Customer Invoicing Plus Billable
$200monthly
- Accounts Receiable Aging reports
- Monthly Billable Expense Type Invoicing
- Creating Deposits/Applying Payments
Standard Customer Invoicing
$100monthly
- Accounts Receivable Aging reports
- Monthly Standard Invoicing Services
- Creating Deposits/Applying Payments
Customer Sales Receipts Service
$100monthly
- Sales Receipts by Customer & Product
- Sales Tax Liability tracking & recording
- Reconciliation against POS Reports
Entering Point-of-Sale Data
$125monthly
- Monthly Summary Journal Entries
- Recording Discounts & Sales Tax
- Reconciling against POS Reports
Full Service Payroll - Select Providers
$150monthly
- Payroll for up to 10 Employees
- Monthly, Bi-Monthly, or Bi-Weekly
- Timesheets and Payroll Tax Support
Estimated Tax Advising Service
$50monthly
- Monthly Self-Employment Tax Estimate
- Monthy Equity Transaction Review
- Monthly YTD Net Profit Review
State B&O Sales Tax Return Preparation
$100monthly
- Reporting Taxable Gross Receipts
- Tracking & Reporting State Sales Tax
- Tracking & Reporting Local Sales Tax
Managed QuickBooks Online Essentials
$40monthly
- Managed QuickBooks subscription
- We pay under our firm account
- Billed with other accounting services
Managed QuickBooks Online Plus
$70monthly
- Managed QuickBooks Subscription
- We pay under our firm account
- Billed with other accounting services
Managed QuickBooks Online Advanced
$150monthly
- Managed QuickBooks Subscription
- We pay under our firm account
- Billed with other accounting services
Managed QuickBooks Online Payroll
$120monthly
- Managed QuickBooks subscription
- We pay under our firm account
- Billed with other accounting services
Custom Chart of Accounts Preparation
$150one-time
- New Customized Chart of Accounts
- Udating and Consolidating Accounts
- Major Edits to Chart of Accounts
Products and Services Set-up
$200one-time
- Set-up of Product/Service Items
- Update of Product/Service Items
- Review Item Account Mappings
Class and Location Set-up
$50one-time
- Set-up of classes and/or locations
- Update of classes and/or locations
- Review of class and/or locations
Accounts Receivable Clean-up
$150one-time
- Cleanup/write off up to 100 invoices
- Correct Payment Application Errors
- Accounts Receivable Aging Report
Accounts Payable Clean-up
$150one-time
- Clean-up Maximum of 100 Vendor Bills
- Correct Vendor Bill Payment Errors
- Accounts Payable Aging Report
Deposit/Trust Account Setup
$50one-time
- Setup up Job Deposit Liabilities
- Setup and Trust Account
- Apply Job Deposits to Invoices
Vendor Set-up with 1099
$200one-time
- Setup 1099 Eligible Vendor Profiles
- Verify 1099 Account Mappings
- E-File 1099’s and Attach W-9’s
QuickBooks Project Setup Services
$200one-time
- Set-up Customer Projects
- Validate Time & Materials for Projects
- Create Custom Project Reports
Prior Period State Sales Tax Returns
$100one-time
- File or Amend Prior Period Returns
- Review Gross Receipts & Sales Tax
- Limited to One State and One Return
QuickBooks Desktop to Online Conversion
$500one-time
- One Desktop to Online Conversion
- Reconciliation and Joural Entries
- Review of Desktop to Online Reports
Annual Good-Bookkeeping Audit & Clean-Up
$850one-time
- 12 Month Deep-Dive Audit & Clean-Up of Existing Books
- Review and Reconciliation of All Balance Sheet Accounts
- *Prior Period Transactional Accounting Not Included
One-Time Set-up Services for QuickBooks Online
$500one-time
- ProAdvisor Setup of QuickBooks Online Company Books
- Assistance with Connecting New Bank or Credit Card Feeds
- Review & Update of Existing QuickBooks Online Setup
