All packages include a 100% QuickBooks Online subscription fee.
This service includes a QuickBooks Online subscription worth $40-$275 per month.
💡 An additional fee of $15 per 10 transactions applies when exceeding the basic transaction limit.
Basic Bookkeeping
Essential bookkeeping for small businesses and freelancers
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✓
QuickBooks Online Subscription Included
(valued at approximately $40/month) -
✓
Categorization of up to 50 Transactions
Categorize and record up to 50 transactions/mo -
✓
Reconciliation of up to 2 Accounts
Reconcile up to 2 bank/credit card accounts -
✓
Monthly Profit & Loss Statement
Provide P&L statement to track monthly performance -
✓
Digital Receipt Archiving
Manage digital receipts for IRS audit readiness -
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Bank Feed & Transaction Categorization
Bank feed integration and classification
Standard Bookkeeping
Comprehensive financial management for growing businesses
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QuickBooks Online Subscription Included
(valued at approximately $80/month) -
✓
Includes Everything in Basic
All services in the Basic package included -
✓
Extended Categorization up to 150 Transactions
Categorize and record up to 150 transactions/mo -
✓
Multi-Account Reconciliation
Reconcile up to 3-5 bank/credit card accounts -
✓
Invoicing & Payments
Invoice issuance and payment processing -
✓
Standard Financial Reporting
Provide Profit & Loss and Balance Sheet
Advanced Bookkeeping
For small businesses requiring complex transactions and analysis
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✓
QuickBooks Online Subscription Included
(valued at approximately $120/month) -
✓
Includes Everything in Standard
All services in the Standard package included -
✓
High-Volume Data Entry up to 300 Transactions
Categorize and record up to 300 transactions/mo -
✓
Multi-Account Reconciliation of up to 7 Accounts
Reconcile up to 7 bank/credit card accounts -
✓
Full-Service Accounts Receivable & Payable
Invoice issuance and Vendor Bills management -
✓
In-depth Financial Analysis & Planning
Advanced financial analysis and tax-saving strategies -
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Year-round Tax Consultation
Year-round ongoing tax consultation service
Enterprise Bookkeeping
Dedicated solution for high-volume and complex businesses
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✓
QuickBooks Online Subscription Included
(valued at approximately $275/month) -
✓
Includes Everything in Advanced
Advanced package services included -
✓
Custom Solutions for 300+ Transactions
Custom design for 300+ transactions/mo -
✓
Unlimited Account Reconciliation
Unlimited bank/credit card account reconciliation -
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Complex Inventory & Payroll Integration
Complex inventory and payroll system integration -
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Priority EA Support
Priority assignment of a dedicated Enrolled Agent
Essential Bookkeeping Checklist for a Successful Business
Strict Separation of Business and Personal
Strictly separate your business and personal accounts. Mixed records are the first target of an IRS audit. Ensure transparency by using dedicated accounts and cards.
Digitalization of Receipts and Evidence
Paper receipts fade over time and become difficult to verify. It is important to develop the habit of storing all receipts in the cloud by integrating with QuickBooks.
Monthly Review of Profit & Loss (P&L)
It's not just about paying taxes; you need to identify where your business is losing money through monthly financial reports to make rational management decisions.