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 For Your Consideration

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

 

I use SmartVault.  Dropbox can be utilized for everyday document storage and transfers, while SmartVault is preferred by the AICPA for sensitive financial data and QuickBooks workbooks and backups. 

 

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

 

I also use USB Flash Drives to transfer data (sticks, if you prefer), 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

  • QuickBooks Online Certified ProAdvisor

  • Quickbook Desktop 2015 Certified ProAdvisor

  • Quickbook Desktop 2014 Certified ProAdvisor

  • QuickBooks Certified User for QuickBooks Pro/Premier 2012

 

Individuals

Individuals

 

Retainer of $250

 

A la Carte Pricing

Billable Per Hour *

 

Administrative $25.00
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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