virtual bookkeeping
One-Time Setup Virtual Bookkeeping
One-Time Setup Fee $500
Your assigned bookkeeper will:
- Review your past books line by line to make sure your are up to date
- Send you updated reports to review your business performance
- Ensure your chart of accounts is set up properly for your type of industry and services your provide
- Categorize your past transactions to make sure they are tied to the proper accounts
- Reconcile your existing accounts with past statements to ensure proper balances for each statement
- Check the accuracy of your profit and loss statement and balance sheet for proper reporting
- Set you up for success in QuickBooks and make sure all banks are connected, and current
Monthly Virtual Bookkeeping
Starting @$225 per month
Every month, your assigned bookkeeper will:
- Ensure the ongoing accuracy of your books by reconciling your accounts month to month
- Manage your day-to-day bookkeeping by ensuring all transactions are properly tied to accounts
- Generate detailed reports to help you make better business decisions
- Serve as a trusted partner, bringing bookkeeping experience and industry-specific knowledge to your business
- Close your books each month to ensure they’re accurate and ready to file your taxes on time
- Provide convenient support using your preference video chat, email, facetime, zoom meeting, etc.
Virtual Bookkeeping Services
$225.00
Our fees for Virtual Bookkeeping Services starts at $225 per month and will vary based upon your business bank activity.
We charged a $500 cleanup and onboarding fee for the first month of service. Then $225 for each month depending upon the number of bank transactions. This fee covers the cost of the services necessary to complete taxprep work or cleanup within 30 days of your document submission. Our staff will help import, categorize, and reconcile your historical data starting from the date of your most recent business tax return.
One Time Setup Virtual Bookkeeping for TaxPrepWork
$500.00
If you already have QBO, existing customers with 2 or more months of historical data in QuickBooks Online are charged a $500 cleanup/taxprep work and onboarding fee for the first month of service. This fee covers the cost of the services necessary to complete cleanup within 30 days of your document submission. After you agree to Cleanup with our Virtual Bookkeeping staff, we will help import, categorize, and reconcile your historical data starting from the date of your most recent business tax return.