Services
Basic
Starting at $500
Web Based Bookkeeping
Monthly Email Updates
Up to 6 accounts or credit cards
Up to 100 transactions recorded & classified per month
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Video presentation of financial statements
Training
Instructions of using QBO, QBO app
Tips/Training for best bookkeeping practices
Support & Communication
Response within 24 hours to email, text, and phone
Communication with client’s CPA and staff as needed
One Video Conferences per month up to 1 hour each (if Client schedules)
Professional
Starting at $650
Web Based Bookkeeping
Bimonthly email updates
Quickbooks monthly subscription
Up to 8 accounts or credit cards
Up to 200 transactions recorded & classified per month
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Custom Reports & Requested (up to 4)
Video presentation of financial statements
Optional: Visual presentation of financials via video conferencing
Training
Instructions of using QBO, QBO app
Tips/Training for best bookkeeping practices
Informational resources and virtual training on QBO including budget creation, income goals, and cost tracking (up to 2 hours per month)
Support & Communication
Response within 24 hours to email, text, and phone
Communication with client’s CPA and staff as needed
Two Video Conferences per month up to 1 hour each (if Client schedules)
Elite
Starting at $1000
Web Based Bookkeeping
Weekly email updates of activity to keep client informed of the status of their business
Quickbooks monthly subscription
9+ accounts or credit cards
Up to 400 transactions per month recorded & classified
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Creation & present of additional reports as requested by client
Video presentation of financial statements
Optional: Visual presentation of financials via video conferencing
Training
Instructions of using QBO, QBO app
Tips/Training for best bookkeeping practices
Informational resources and virtual training on QBO including budget creation, income goals, and cost tracking (up to 4 hours per month)
Support & Communication
Response within 24 hours to email, text, and phone
Communication with client’s CPA and staff as needed
Four Video Conferences per month up to 1 hour each (if Client schedules)
Starter
Starting at $200
Web Based Bookkeeping
Monthly Email Updates
Up to 6 accounts or credit cards
Up to 50 transactions recorded & classified per month
Financial Reporting
Balance Sheet
Profit & Loss/Income Sheet
Statement of Cash Flows
Video presentation of financial statements
Training
Instructions of using QBO, QBO app
Tips/Training for best bookkeeping practices
Support & Communication
Response within 24 hours to email, text, and phone
Communication with client’s CPA and staff as needed
One Video Conferences per month up to 30 mins (if Client schedules)
“Shala brought me so much peace of mind by knowing that I don’t have to worry about whether my books are done right or not”
— Bookkeeping Smith Client