Our Services

Migration

Transition your historical file smoothly to QuickBooks Online

Best for: Business Owners currently using QuickBooks Desktop and need to migrate to QuickBooks Online (any subscription).
​
Includes:

• Determination of which QuickBooks Online subscription is best for you
• Migration to QuickBooks Online
• Verify books match what was in QuickBooks Desktop

Tools: QuickBooks Desktop, QuickBooks Online, Zoom
​
​💲 One-time Setup - $150.00
or
​💲FREE ​with clean-up/catch-up or monthly services

QuickBooks Setup & Training

Need a proper QuickBooks setup? We'll tailor your chart of accounts, set up your bank feeds, and train you or your team.

Includes:

• Custom QBO setup
• Chart of accounts tailored to your business
• Integration of banking and credit cards
• 1-on-1 walkthrough or video guide

​💲 One-time setup — starting at $250

Bookkeeping Clean-Up & Catch-Up

Whether you're months (or years) behind, we'll bring your books up to date and accurate - fast. Perfect before tax filing or switching bookkeepers.

Best for: Businesses with disorganized or outdated financials

Includes:

• Clean-up of uncategorized/miscoded transactions
• Account reconciliations
• Organization of prior-year records
• CPA collaboration if needed

​💲 Custom project pricing based on scope of work

Monthly Bookkeeping

​We manage your monthly bookkeeping with accuracy and care — so you can focus on running your business, not chasing down receipts or stressing about tax season.

Best for: Service-based business owners who want reliable, ongoing support.
​
Includes:

• Bank and credit card reconciliations
• Transaction categorization
• Monthly financial statements (P&L, Balance Sheet)
• Reports customized to your needs
• Monthly review call (optional)

Tools: QuickBooks Online, Zoom
​
​💲 Starting at $300/month (final rate depends on transaction volume and complexity)

Add-Ons

Payroll Support

We manage your payroll process through QuickBooks Online Payroll, and ensure all tax filings and agency reports are reconciled properly.

Best for: Business owners who want stress-free payroll and reporting.

Includes:

• Payroll setup and processing
• Filing of federal/state/local payroll taxes
• Reconciliation of payroll reports including with third party payroll

Tools: QuickBooks Payroll, Third Party Payroll Reports

​​💲 Add-on to monthly service — pricing varies based on pay frequency and employee count

Accounts Receivable Management

Keep your cash flow healthy with organized invoicing, payment tracking, and follow-ups. We'll help you get paid faster and reduce outstanding balances.

Includes:

• Creating and sending invoices
• Monitoring unpaid invoices
• Follow-up past due accounts
• Monthly A/R reporting

Tools: QuickBooks Online

​​💲 Add-on to monthly service — starts at $75/month, depending on volume

Accounts Payable Management

Avoid missed bills and maintain strong vendor relationships. We track, schedule, and categorize your payables accurately and on time.

Includes: 

• Entry and coding of vendor bills
• Payment tracking and scheduling
• Aging reports and payment status updates
• Monthly A/P summary

Tools: QuickBooks Online

​​💲 Add-on to monthly service — starts at $75/month, depending on volume

Ready to get organized and feel confident about your books?
Let's talk about what support makes sense for your business.
Book a Free Consultation Today!