Remote Bookkeeping & Business Services
We consult with all clients regarding the services offered and the needs of the client. Clients may choose the full-service option or create a custom package with only the individual services needed. Pricing will vary based on services required and business volume.
Full Service Remote Bookkeeping Includes:
Books Startup in QuickBooks Online (If needed)
Customized Chart of Accounts
Transaction Classification and Entry
Bulk Sales Entry from POS to QuickBooks (If needed)
Monthly Bank Account Reconciliations
Monthly Credit Card Account Reconciliations
Monthly POS Sales Reports Reconciliations
Accounts Payable Statement Reconciliations
Accounts Receivable Maintenance
Income Statement Accounts Review and Maintenance
Balance Sheet Maintenance
Monthly Financial Management and Accounts Receivable Reporting
Sales Tax Reporting
Franchise Tax Reporting
Year-End Tax-Ready Books
Collaboration with CPA or Tax Preparer
Unlimited Phone/Email Support and Consultation
On-site visits are available as needed, additional fees may apply
If you require a service not listed here, check our Additional Services below or contact us and we’ll be happy to discuss your needs.
Remote Software Options
1. With QuickBooks Online:
New QuickBooks Online customers receive discounted subscriptions through our firm for the life of service with our company.
Secure, cloud-based books from a top provider of accounting software
No costly purchase and maintenance of accounting software and servers
Affordable monthly subscription levels according to your business needs with no contract - cancellable at any time
Fully integrated Sales, Inventory and Accounting solution*
Track job costs and profitability via Projects*
Categorize transactions via Projects, Classes or Locations*
Easy to read dashboard with informative financial charts and graphs
Easy to understand Financial Reports
Services can be provided for anyone from anywhere
View your books anytime, anywhere via computer or mobile app
Upload expense receipts on the go, from your phone via mobile app
Conversion from QuickBooks Desktop to Online at no additional charge for monthly bookkeeping clients
Books startup from other accounting systems via historical journal entries (Additional fees apply based on number of years historical entry)
*Inventory, Projects, Classes & Locations require Plus or Advanced subscription
Already have QuickBooks online?
We can use your current subscription with Accountant access.
2. With Your Accounting Software:
While we encourage our clients to take advantage of the QuickBooks Online benefits, we understand that some clients may not wish to change their current accounting software. We can still provide the convenience of remote bookkeeping services with the following requirements:
Client provides bookkeepers with a dedicated log-in to cloud accounting software or to an always-on computer with VPN access for in-house systems
Client provides bookkeepers with access for software support
Maintenance of the in-house computer and VPN will be client’s responsibility
Have questions or wish to request a quote? Contact us for a prompt, no obligation response.
Additional services can be added to monthly bookkeeping packages or quoted at hourly rate/one-time package price for one-time services.
Bookkeeping Catch-Up or Clean-Up
Payroll Reporting Catch-Up
Chart of Accounts Customization – Without Monthly Bookkeeping Service
Franchise Tax Reporting – Without Monthly Bookkeeping Service
Sales Tax Reporting – Without Monthly Bookkeeping Service
Full Service Payroll Processing - Includes W-2 Processing
Training for QuickBooks Online or Desktop
General Bookkeeping Training
The following additional services are only available to monthly bookkeeping clients due to the information required to complete:
Purchase Order Tracking – Percent Complete Tracking & RFI Processing
RFQ Packages – Compile Business Statistical Information
Loan Packages – Compile Business Statistical and Financial Information
Commercial Insurance Applications
Due Diligence Reporting
External Audit Management or Self-Audit Preparation for Contract or Insurance Requirements (Not IRS audits)
If you require a service not listed here, Contact us for a prompt, no obligation response.