QuickBooks Cleanup

Are you unable to make business decisions using your financial reports? Did your tax preparer discuss your tax returns with you and explain your financial statements are a mess? Bringing in a 3rd party accounting consultant can help with reviewing and cleaning up of your current processes and financial records. QuickBooks clean up projects include reviewing current processes, reclassification of expenses, revamp of the chart of accounts, reconciliation of bank and credit card accounts and training on best practices.

Initial 30 Minute Consultation is free. Prices range from $3,500 - $5,000 $3,500 · 50 minutes

Job Cost (Bookkeeping) Accounting

Job costing required a specialized skill set; working with a qualified job cost accountant can help your business. We can review your chart of accounts, COGS, overhead expenses and offer 3rd party software solutions that you can use with QuickBooks Online. This package provides meticulous management of job cost expenses and tracking of overhead financials. This $2,000 monthly package includes: -daily account transaction posting and reconciliation for unlimited bank account and credit card accounts -max transaction limit of 300 items -subcontractor and overhead payable processing -AIA billing / G702 & G703 -invoice approval workflow -WIP schedules if needed -lien waiver management -custom monthly interactive dashboards -comprehensive financial reports with KPI information -2 hour monthly conference call with 2 hours of additional support

Initial 30 Minute Consultation is free. Services Range from $750 - $2,500 monthly $2,000 · 30 minutes

Bronze Accounting Package

Perfect package for new and small business owners. This package provides the basic accounting a business owner needs to make sure the financial records are being handled accurately within a budget friendly price. This $400 monthly package includes: -monthly account transaction posting and reconciliation for 1 bank account and 1 credit card -max transaction limit of 75 items -basic financial reports

$400 · 30 minutes

Silver Accounting Package

Great package for experienced business owners looking to grow or add accounting support. This package provides the mid-level accounting a business owner needs to make continued business decisions. This $800 monthly package includes: -weekly account transaction posting and reconciliation for max of 3 bank accounts and 3 credit cards -max transaction limit of 200 items -customer invoicing -payable processing -detailed financial reports -access to insightful monthly dashboards -1 hour monthly conference call

$800 · 30 minutes

Gold Accounting Package

Full service accounting support and advisory services. This package provides the extensive accounting a business owner needs to understand business performance. This $1,500 monthly package includes: -daily account transaction posting and reconciliation for unlimited bank account and credit card accounts -max transaction limit of 300 items -customer invoicing -payable processing -custom monthly interactive dashboards -comprehensive financial reports with KPI information -1 hour monthly conference call with 2 hours of additional support

$1,500 · 30 minutes