She's
Got
Moxie
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Accounting Assistant
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Administrative Support
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Bookkeeping Consulting
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QuickBooks Certified ProAdvisor
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:
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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:
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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:
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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