Virtual Bookkeeping Services

Freelance

For the startup or freelancer with less than $125K in annual gross revenue

Includes:

  • Set up of QuickBooks® Online file
  • Quarterly classification of all transactions
  • Quarterly reconciliation of all accounts
  • Quarterly Financial Reports
  • 1099 Preparation & Filing
  • Year End Package to Tax Preparer
  • Email Support

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Essentials

For the sole proprietor or single member LLC with between $150 – $350K in annual revenue​

Includes:

  • Set up of QuickBooks® Online file
  • QuickBooks ® Online Subscription
  • Monthly classification of all transactions
  • Monthly reconciliation of all accounts
  • Monthly Financial Reports with Summary
  • 1099 Preparation & Filing
  • Year End Package to Tax Preparer
  • Email & Phone Support

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Premium

For Partnerships or businesses looking for more advisory services, usually with $350K+ in annual revenue

Includes:

  • Set up of QuickBooks® Online file
  • QuickBooks ® Online Subscription
  • Weekly classification of all transactions
  • Enter bills & manage payables
  • Manage receivables
  • Monthly reconciliation of all accounts
  • Monthly Financial Reports with Summary
  • Budgeting & Budget Summary Reports
  • Sales Tax / Rooms & Meals Tax Reporting
  • 1099 Preparation & Filing
  • Year End Package to Tax Preparer
  • Email & Phone Support

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Add-On Services

Don’t see a package that fits your business the way you want it to? We have many add-on services so we can design the package that is EXACTLY right for you.

  • Accounts Payable Management
  • Accounts Receivable Management
  • Sales Tax Reporting (if you do business in other states)
  • Rooms & Meals Tax Reporting
  • Payroll Management
  • Customized Reports

Book a call with us today to talk about your business.

Book a call

Just Don’t Know

Completely unsure of what will work for you and your business?

That is okay! Book a call with us today to talk about your business. We will design a package that is EXACTLY right for you!

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Help! I’m Behind

Have you been ignoring your bookkeeping for the last few months? Years?

We CAN HELP!

We will work with you, without judgement, to get you caught up., provide financial reports for the last few quarters or the last few years for your tax preparer and we will work with them through any past tax returns to get you back on track.

Once you are caught up we can discuss an on-going bookkeeping package or provide training so you can do it yourself.

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