Service Packages

Services includes:

• Weekly income and expense tracking

• Monthly bank reconciliation

• Monthly Balance Sheet and Profit & Loss reports

• Journal Entries as needed

• Review and analysis of income and expenses

• 1099 Filing

• Email/text support within 24-48 business hrs response time

• Create Standard Operating Procedure (SOP)

Pricing:

• Starts at $500 per month

Requirements:

• QuickBooks Online Access

  • Sign in to QuickBooks Online as a primary admin

  • Select Settings ⚙, then select Manage users

  • Select the Accountants or Accounting firms tab

  • Enter your accountant’s email address, then select Invite

• If there is no QuickBooks Online set up, we will assist in getting you started

  • First-time users can save on a 12-month subscription with our exclusive discount

• Personal account transactions

  • If you conduct business transactions through personal accounts, provide those bank statements

  • Highlight all business-related transactions on these statement

• Assets

  • Copy of supporting documentation: invoices, receipts, or contracts related to the asset purchase

• Access to all bank accounts and POS accounts (example: PayPal, Venmo, etc.)

  • Preferably view-only access

  • If unavailable, secure platform storage provided

Please note: Work will not begin until all requirements are met.