Services & Packages

Your QuickBooks Online Certified ProAdvisor Accountant


Essentials/Monthly Review Accounting

Starts at $65 per hour

A monthly service that will give you the oversight of your accounting, do a monthly bank reconciliation, and make necessary corrections to your transactions so that they are in order for doing your taxes, help with business analyzation, & used for loan help. This service is at a reduced price for Small Business owners that do their own bookkeeping but are not aware if they are doing it correctly.  Priced per hour, as needed, starting at $65 per hour.

Don’t have an accounting software program or way to track your business transactions? I can help you get set up with a QuickBooks Online accounting package that fits your business.

If you are already using QuickBooks Online but not sure if you are doing things correctly, I can do a review of your account to let you know if anything needs to be corrected. 


Monthly Accounting Services

Starts at $325 per month

  • Virtual Bookkeeping options
  • Month End Bookkeeping
  • Bank Reconciliations
  • Monthly Financial Statements/Business Overview
  • Small Business Advice
  • Support calls/emails - included
  • State Sales Tax Reporting
  • State Gross Receipts Tax Filing
  • Fixed Monthly Fee
  • Quarterly services also available

* 1099 Reporting - available
* Optional Payroll Services & Discounts
* Software Discounts


Daily/Weekly Outsourced Accounting

Starts at $650 per month

  • Process your bills for payment (Accounts Payable)
  • Post Invoices with payments (Accounts Receivable)
  • Daily/Weekly Transactions posted
  • Post weekly payroll journals to ledger
  • Bank Reconciliations
  • Weekly/Monthly Reports
  • Support calls/emails - included
  • Cash Flow Management
  • State Sales Tax Reporting
  • State Gross Receipts Tax Filing
  • Financial Statements/Reporting/Business overview Projections
  • Assist with year-end tax filing reporting
  • 1099 Reporting at year-end
  • Fixed Monthly Fee

* Optional payroll services & Discounts
* Job Costing - available
* Software Discounts


Optional Services/Projects

Starts at $65/hour

  • Additional Accounting services
  • Review of past or current books
  • Clean-up work on accounts
  • Catch-up work with bank reconciliations
  • Catch-up work with bills or invoices
  • Payroll Services with Tax Notices Assistance
  • 1099 Reporting & Filing
  • QuickBooks Online subscription at reduced rate
  • Available to fill in when someone is on vacation
  • Virtual Bookkeeping options
  • Budget Accounting
  • Assistance with Banking Accounts
  • Assistance in software installation
  • Troubleshooting errors in QuickBooks
  • Assistance with IRS notices
  • Software Discounts

QuickBooks Training & Setup

Starts at $550

  • Set up your books for you/Migrate current system to QuickBooks Online
  • Train you and your key employees on QuickBooks Online daily transactions
  • Set up workflow processes and teach them to key employees
  • Train you what to look for in errors
  • Training on how to do Job Costing/Project tracking
  • Training on everyday procedures/best practices using QuickBooks Online
  • Set up Internal Controls
  • Cash Management Controls
  • Create Financial Reports and Projections to follow

(215) 915-0423

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