Services

  • Financial Management

    • Independent Quickbooks Services

    • Accounts payable and receivable (Manage bills, invoices, receipts, payments and cash flows)

    • Accounts reconciliation (Maintain all transactions so your bank account matches your Quickbooks account)

    • Monthly financial reporting (Balance Sheet, Profit and Loss and Budget)

    • Create/follow internal control procedures (Checks and balance to know where your money is at all times)

    • Chart of accounts

    • Workflow optimization

    • Audit and tax preparation support. (Provide CPA with all necessary information so your tax forms are filed on time)

  • Operational Services - Board and committee meeting support.

    • Provide CPAs (Certified Public Accountants for tax filing) and Nonprofit Law (legal and strategic advice) referrals.

  • Contract Management - Manage documentation and deadlines.

Service Packages

Quickbooks Online Account Guidance
$75 for a one-hour online tutorial

As a Certified Quickbooks Pro Advisor, I can guide you through your Quickbooks Online Account.

  • If you do not have a Quickbooks Online Account, I can suggest the appropriate package based on your needs.

  • I can advise you on your Chart of Accounts.

  • I can help you categorize certain transactions.

  • I can show you how to reconcile your bank accounts.

  • I can show you where to pull your financial reports.

If you don’t know where to start, I can help you as well!

Basic Monthly Bookkeeping $150

Using Quickbooks Online, I will:

  • Approximately 50 transactions per month.

  • Enter bank transactions and code them to the correct general ledger account.

  • Fix any transactions coded to the wrong account.

  • Remove any duplicate transactions.

  • Reconcile your monthly account.

  • Provide financial reports on the reconciled account.

Standard Monthly Bookkeeping $300

Using Quickbooks Online, I will provide basic monthly bookkeeping, financial reporting and add Accounts Payable and Accounts Receivable management.

Quickbooks Bookkeeping clean up and set up $300

Using Quickbooks online, I can:

  • Set up a Quickbooks Online Account

  • Set up the Chart of Accounts

  • Enter your bank transactions and code them to the correct general ledger account.

  • Fix any transactions coded to the wrong account.

  • Remove any duplicate transactions.

  • Reconcile your monthly accounts.