💼 QuickBooks Online Setup & Optimization

For new businesses or those switching to QuickBooks Online.

Includes:

• Full QuickBooks Online setup

• Custom chart of accounts tailored to your industry

• Bank feed connections

• Category mapping and automation rules

• Opening balances and historical data import

• Initial orientation on how your system is structured

One‑time setup fee:

• Based on complexity and data import needs

📘 Monthly Bookkeeping Services

Ideal for businesses that want clean, accurate books every month.

Includes:

• Categorizing and reconciling all bank, credit card, and loan accounts

• Monthly Profit & Loss, Balance Sheet, and Cash Flow insights

• Receipt matching and documentation support

• Sales tax tracking (if applicable)

• Vendor and expense organization

• Ongoing support for questions throughout the month

• Year‑end tax‑ready financial package for your CPA

Pricing factors:

• Number of monthly transactions

• Number of connected accounts

• Industry complexity

• Whether payroll is included

• Whether Accounts Receivable or Accounts Payable are fully managed

🧹 Cleanup & Catch‑Up Bookkeeping

Perfect for businesses that are behind, disorganized, or preparing for tax season.

Includes:

• Full review of existing books

• Correction of miscategorized transactions

• Reconciliation of all past months

• Fixing negative balances, duplicate entries, and errors

• Rebuilding missing months of financials

• Bringing books fully up to date and tax‑ready

Pricing factors:

• Number of months needing cleanup

• Transaction volume

• Condition of current books

• Whether prior bookkeeping was done incorrectly or not at all

🧾 Payroll Support

For businesses that need accurate, compliant payroll processing.

Includes:

• Payroll setup in QuickBooks Online Payroll

• Employee and contractor onboarding

• Weekly, bi‑weekly, or monthly payroll processing

• Payroll tax filings (if using QBO Payroll)

• Year‑end W‑2 and 1099 support

Pricing factors:

• Number of employees/contractors

• Payroll frequency

• Whether payroll tax filing is included