For Your Consideration

I am concerned about the security of my financial data.  How will you ensure my data will be secured?

 

I use Sharefile.  Dropbox can be utilized for everyday document storage and transfers, while Sharefile is valued for sensitive financial data protection and QuickBooks workbooks and backups. 

 

Each client has a separate Sharefile file folder that is their own to utilize to assure privacy and security. 

 

I also use USB Flash Drives to transfer data, and if you need one, I provide a starter 16GB at no charge.

* Pricing may vary depending on the complexity of the work and/or large volume of transactions

Pricing variations may occur according to your needs and detail of work necessary to help you achieve success!

Write-Up Work

I have boxes of envelopes and receipts and piles of files!  Do you have a "catch-up" service?

 

Yes.  If you haven't input your historical data in a signifcant period of time, or even begun to create your data file, I can help you catch up and prepare to file your tax returns as necessary.

 

I can create an Accountant's Copy of your QuickBooks data file for export to your accountant, and when your CPA is finished, import the changes for you.

 

This service is A la Carte Pricing, since this is a significant undertaking.

QuickBooks Pro Advisory Services

Do you need a little guidance?  I can be of assistance!

  • Research and successfully deploy and synchronize productivity apps within QuickBooks
  • Certified  Quickbooks ProAdvisor Online

Individuals

Individuals

 

Retainer of $250

 

A la Carte Pricing

Billable Per Hour *

 

Administrative $30.00
Bookkeeping  $40.00
 

Silver Monthly and Quarterly Bookkeeping

Silver

 

Retainer of $250

 

Included in this package:


Administrative Organization (files and folders)


Monthly Bank Reconciliation:

 

  • Input all transactions for 2 bank accounts and 2 credit card accounts

 

Make adjusting entries as needed

 

Provide Balance Sheet, Profit & Loss and any other reports needed

 

QuickBooks Consulting E-mail Support

Gold Monthly and Quarterly Bookkeeping

Gold

 

Retainer of $250

 

Included in this package:


Administrative Organization (files and folders)


Monthly Bank Reconciliation and Deposits

 

A/P Management

 

Monthly Bank Reconciliation:

 

  • Input all transactions for 2 bank accounts and 2 credit card accounts

 

Make adjusting entries as needed

 

Provide Balance Sheet, Profit & Loss and any other reports needed

 

QuickBooks Consulting E-Mail Support

Platinum Monthly and Quarterly Bookkeeping Work

Platinum

 

Retainer of $250

 

Included in this package:


Administrative Organization (files and folders)


Monthly Bank Reconciliation and Deposits

 

Monthly Bank Reconciliation:

 

  • Input all transactions for bank accounts and credit card accounts

 

Make adjusting entries as needed

 

Provide Balance Sheet, Profit & Loss and any other reports needed

 

A/P Management

 

A/R Management

 

Payroll for up to 5 employees

 

2 hours of QuickBooks Phone Support

 

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