Accounting & Bookkeeping Services

My goal as your accountant is to provide knowledgeable recommendations to enable my clients to make informed financial decisions

Accounting & Bookkeeping Services

Silver Small Business: $200/month (up to 75 transactions) $50 extra after 75 transactions

  • QuickBooks Setup

  • Set up Chart up Accounts
  • Monthly Bookkeeping
  • Monthly Income Statement P&L
  • Financial Statements Interpretation when needed
  • Quarterly Tax Setup
  • Business Set-up Audit
  • Smart Vault Portal

Gold Small Business $320 /month (up to 100 transactions) $50 after 30 transactions

  • QuickBooks Setup

  • Set up of Chart of Accounts
  • Monthly Bookkeeping
  • Monthly Income Statement P&L
  • Monthly Balance Sheet
  • Monthly bank and credit card statements reconciliations
  • Financial Statements Interpretation when needed
  • Quarterly Tax Setup
  • Business Set-up Audit
  • Smart Vault Portal

Platinum Package – $1000/month (20 hours) billed at $50 per hour

  • QuickBooks Setup
  • Set up of Chart of Accounts
  • Monthly Bookkeeping
  • Monthly Income Statement P&L
  • Monthly Balance Sheet
  • Monthly bank and credit card statements reconciliations
  • Financial Statements Interpretation when needed
  • Quarterly Tax Setup
  • Business Set-up Audit
  • Smart Vault Portal
  • CFO Services
  • Accounts Receivable Management which includes Invoice preparation and collection services.
  • Accounts Payable Management which includes prompt Bill and Tax payments
  • Unlimited support from us for any questions or concerns

Clean Up Services

  • Requesting a business loan or LOC, I will help prepare all the necessary documentations.
  • Review your accounts receivable aging summary report for any additional corrections, updates, or changes that need to be made to your accounting file.
  • Look over your unpaid bills report for any additional corrections, updates, or changes that need to be made to your accounting files.
  • Reconcile your bank accounts and credit card accounts.
  • Locate discrepancies in your bank reconciliations.
  • Reclassify transactions that have been incorrectly recorded into your accounting files.
  • Look over your working trial balance for misclassifications, data entry errors, and prepare a list of suggested adjusting journal entries to correct these bookkeeping mistakes.
  • Review the setup of your accounting file and make any necessary corrections.