PROFESSIONAL SERVICES -
- Write Up (Level 1) - Gain Control of your accounts and business health ~ Includes monthly or quarterly reconciliations of all bank, credit card, and liability accounts to statements, any month end adjusting journal entries, production of monthly unaudited financial statements; phone and/or email support.
- Write Up (Level 2) - Take charge of your business operations ~ Includes all of the Level 1 Services plus input of all transactions.
- Full Charge Bookkeeping - Grow your business for financial independence and peace of mind ~Includes all Write Up Services plus Accounts Receivable, invoicing, payment receipts, recording of deposits; and Accounts Payable, receiving and aging payables, issuing of checks.
- QuickBooks® Set-Up ~ Set-up of your QuickBooks®) company file, including customization of your chart of accounts, invoicing and check features.
- QuickBooks® Training ~ One to one training session on QuickBooks® customized to your individual company and needs.
- Book Clean-Up ~ Determination that data is complete and accurate, input of any missing data, balancing and production of all reports bringing account up to date.
PERSONAL SERVICES -
- Monthly reconciliation of bank accounts
- Monthly reconciliation of credit card accounts
- Bill Paying ~ you retain check signing so you retain control.
VIRTUAL ASSISTANCE -
- Spreadsheet Management / Maintenance
- Thank-you / Holiday Card Mailing Programs
- Contact us for more services....
Our clients provide us with the data and business materials through local pick-up & delivery, email attachments, secure file transfers, and/or overnight delivery. We are able to work on your system remotely from our office, or maintain your records on our system. On-site services are available upon request, additional fees will apply.
