Monthly Subscription Benefits

Storm $200

  • Record Transactions

  • Monthly Reconciliation (Up to 3 accounts)

  • Monthly Custom Financial Reports

  • Annual Custom Financial Reports

  • Unlimited Email Support

  • Business Guidance

  • Paperless Document Management

  • Monthly 30 min. Phone Meeting

Rogue $300 (Most Common)

  • Record Transactions

  • Monthly Reconciliation (Up to 5 accounts)

  • Year-End Depreciation Journal Entries

  • W-2 review

  • 1099 assessment

  • Monthly Custom Financial Reports

  • Annual Custom Financial Reports

  • Unlimited Email Support

  • Business Guidance

  • Paperless Document Management

  • Coordinate with Tax Preparer to Close Out Year-End

  • Monthly 30 min. Phone or in-Person Meeting

Captain Marvel $400

  • Record Transactions

  • Monthly Reconciled Bank/Credit Cards

  • Year-End Depreciation Journal Entries

  • W-2 review

  • 1099 assessment

  • Monthly Custom Financial Reports

  • Annual Custom Financial Reports

  • Unlimited Email Support

  • Business Guidance

  • Coordinate with Tax Preparer to Close Out Year-End

  • Guidance on Invoicing (A/R)

  • Guidance on Managing Bills (A/P)

  • Monthly half-hour to 1hr Phone or in-Person Meeting

  • Paperless Document Management

Phoenix $550

  • Record Transactions

  • Monthly Reconciled Bank/Credit Cards

  • Year-End Depreciation Journal Entries

  • Gusto Payroll Administration

  • W-2 review

  • 1099 assessment

  • Monthly Custom Financial Reports

  • Annual Custom Financial Reports

  • Coordinate with Tax Preparer to Close Out Year-End

  • Business Guidance

  • Guidance on Invoicing (A/R)

  • Guidance on Managing Bills (A/P)

  • Monthly half-hour to 1hr Phone or in-Person Meeting

  • Paperless Document Management

  • Tracking Income/Expense by Class or Location

  • Unlimited Phone/Email Support

Flat Rate Benefits

QUICKBOOKS NEW CLIENT SETUP $500

If you are new to Quickbooks online we will need to get you started.

This will include the below setup as well as the benefit of my new client Quickbooks subscription pricing!

  • Guidance on Local, State, and Federal Registration

  • Create Chart of accounts

  • Connect Bank Feeds

  • Upload Bank CSV Files

  • Setup users and permissions

  • Import lists

  • Custom Invoice Template

  • Connect App's

  • Connect QB Payments

  • Create Rules

  • Personalized Training

QUICKBOOKS HISTORICAL CLEANUP AND RECONCILIATION $600 AND UP

Guidance on Local, State, and Federal Registration

  • Clean up Chart of Accounts

  • Connect Bank Feeds

  • Upload Bank CSV Files

  • Import lists

  • Connect App's

  • Connect QB Payments

  • Create Rules

  • Reconcile all Accounts

  • Review advanced settings

 

QUICKBOOKS TRAINING 1 HR PER PERSON $175

If this is your first time on Quickbooks online or you have an employee

handling the day-to-day this is the package for you!

  • Onsite Training

  • Navigation

  • Chart of accounts

  • Sales and Revenue Transactions

  • Overview of customizing invoices/emails

  • Review advanced settings

  • Recurring Transactions

  • Review Expense and Purchase transactions

  • Bills and expense settings

  • Banking Center transactions

  • Rule Creation

  • Transaction Splits

  • Bank Deposits

  • Fund Transfers

  • Journal Entries

  • Reconciliations

  • Reports

  • Apps

Pick My Brain!!! $175 Per Hour

This is for the inquisitive person who may not need a whole service. Ask me anything! 1 hr Minimum

 

Not sure what service best fits your needs?