Classic Monthly Bookkeeping
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Perfect for the business owner that wants tax ready books all year long and easy to read monthly financial reports for insight into the health of their business.
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Categorization
Entry and categorization of all transactions
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Account reconciliations
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Emailed Balance Sheet and Profit & Loss
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Starting at $300 per month
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Bookkeeping Catchup
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For the business owner that is behind on their bookkeeping and needs some help getting caught up so they can file their taxes. We will also review work previously completed for any necessary corrections.
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Whats included:
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Categorization of all transactions for the year
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Bank account reconciliations
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Balance Sheet and Profit & Loss Report
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One meeting to review your finances
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Starting at $2000 per project
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Is my business too small for Monthly Bookkeeping?Definitely not! All businesses, regardless of size, benefit from Monthly Bookkeeping. Knowing your numbers on a consistent basis helps you increase your profit and plan for the future. If your business is brand new, or you have inconsistent income with minimal transactions, we can try and work within your budget by creating a custom package for you.
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What if I am behind on my bookkeeping?That's not a problem, we will review your books before you sign on as a monthly client to determine how much work is needed to get your books current. If there is work from prior months that needs to be completed we will assess an onboarding fee.
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Is QuickBooks Online required to work together?Yes. QuickBooks Online offers a number of highly valuable features. You can access your accounting remotely, and saves time with automations and real-time sync with your bank. We can help with the initial set up that can save you hours of trying to figure it out yourself. We will also get you set up with a custom chart of accounts specific to your business, import all of your vendor and customer information and help connect your bank feeds.
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What information will I need to share?We will ask for view only access to your business bank and credit card accounts to complete your monthly financials. If your bank does not allow for accountant read only access, you can simply upload PDF bank statements, receipt images, and supporting documents to your client portal.
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How is the cost of service determined?During our initial discovery call, we will ask you for additional information about your business so that we can quote you accurately.A quick review of your QuickBooks account or 3 months worth of bank statements if you don't have an accounting system setup yet will help to provide you with the most accurate quote.
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Does your team provide income tax services?We don't, but we can refer you to someone if you are in need of this service.