top of page


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

  • Asset Management

  • Liability Management


Monthly Financial Management and Accounts Receivable Reporting


Sales Tax Reporting


Franchise Tax Reporting


1099 Reporting


Year-End Tax-Ready Books


Collaboration with CPA or Tax Preparer


Adjusting Entries


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


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


Payroll 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.

payroll services
Remote Bookkeeping
Additonal Services andConsulting
Bookkeeping & Accounting Services
bottom of page