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For growing businesses
More complex bookkeeping, 5+ bank accounts or loan accounts, frequent reporting, employees on payroll
Reconcile multiple bank accounts and credit cards monthly.
Track and categorize income & expenses.
Prepare monthly financial statements including profit & loss statement (how you did this month), balance sheet (what your company is worth today) and accounts receivable report (who owes you).
Manage year-end 1099 filings.
Sales tax filing and payment.
Payroll support.
Class tracking, if needed.
Custom reports & financial insights.
Monthly call and/or Loom screen-share video to discuss reporting.
Basic QuickBooks Online setup, QuickBooks wholesale discount available with new subscriptions.
Catch-up bookkeeping up to 1 month.
Priority email and phone support for bookkeeping questions.
For growing businesses
More complex bookkeeping, 5+ bank accounts or loan accounts, frequent reporting, employees on payroll
Reconcile multiple bank accounts and credit cards monthly.
Track and categorize income & expenses.
Prepare monthly financial statements including profit & loss statement (how you did this month), balance sheet (what your company is worth today) and accounts receivable report (who owes you).
Manage year-end 1099 filings.
Sales tax filing and payment.
Payroll support.
Class tracking, if needed.
Custom reports & financial insights.
Monthly call and/or Loom screen-share video to discuss reporting.
Basic QuickBooks Online setup, QuickBooks wholesale discount available with new subscriptions.
Catch-up bookkeeping up to 1 month.
Priority email and phone support for bookkeeping questions.