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Bookkeeping service bundles and add-ons priced by complexity of workflow. 

Standard Services

  • Quickbooks Subscription management

  • Bank/Credit Card transaction coding

  • Monthly account reconciliations

  • Monthly/Quarterly financial reporting 

  • Email and phone support


  • Manage bill entry and tracking in third party software (Melio,, etc.).

  • Manage timely payments

  • Recording payment receipts against invoices; tracking donations and restricted funds

Sales Tax

  • Sales tax tracking against POS reports

  • Filing City/County/State

  • Recording tax payments and discounts

  • Managing sales tax license renewals

Payroll Services

  • Intuit/ QBO, or Gusto Payroll Processing Services setup and management

  • Entry of Payroll Journals from third party payroll companies

  • Quarterly payroll accounts reconciliation


  • Review financial reports, A/P, A/R, and CPA tax return data

  • Review chart of accounts tracking

  • Diagnostic report of healthy practices and recommendations

  • Clean-up services based on report

Tax Preparation

  • 1099 processing

  • Year-end review of financial reports with corrective work or recommendations

  • Communication with CPA

  • Reconciliation of loan accounts, etc. 

  • Recording Adj. journal entries

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