3 Month Introductory Bookkeeping Package

3 Months of Professional Bookkeeping Service that includes reviewing, cleaning up, fine tuning, and catching up your books.

Service Details

  • 3 months of your QuickBooks online account subscription included at no cost
    • Savings in the range of $100-$300!
  • We perform a review of your books and make recommendations regarding:
    • Simplification of account structure
    • Improvements to record keeping procedures
    • Banking practices
    • Best bookkeeping practices
  • We clean up and fine tune your books
  • We catch up and bring your books current  (3 months max)
    • Greater than 3 months catch up, $150 per additional catch up month
  • Next 3 months of professional bookkeeping service
    • Enter Transactions
    • Reconcile accounts
    • Provide Financial Statements
      • Profit and Loss Statement
      • Balance Sheet

Benefits

  • Bring your books current and up to date
    • Complete review of your books with refinement to the structure
    • Learn and incorporate best bookkeeping practices
      • Efficient and logical workflow
      • Method to organize and file receipts
      • Separation of business and personal expenses
      • Proper classification of expenses
      • Timely reconciliation of bank and credit card accounts
    • Better organized for do-it-yourself or in-house bookkeeping
    • Concise period to assess the value of ongoing bookkeeping service
    • Save the cost of 3 months QuickBooks online subscription
    • Readiness and peace of mind at tax filing time
  • Improved perspective on the management and profitability of your business

Cost

  • $825 while also saving the cost of 3 months of Quickbooks Online subscription 
  • $275 in advance each month, non-refundable
  • Cancel anytime

Interested?

  • Apply and qualify by completing a simple online survey and questionnaire
    • Purpose is to assess the scope of your bookkeeping needs