All bookkeeping packages are Full Service, including a 100% QuickBooks Online subscription fee.
Basic Bookkeeping
Essential bookkeeping for micro-businesses and freelancers
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QuickBooks Ledger Account Included
Official QuickBooks cloud ledger account provided (real-time financial access) -
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Up to 50 Transactions
Monthly categorization and recording of up to 50 transactions -
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Reconciliation of up to 2 Accounts
Reconciliation for up to 2 bank or credit card accounts -
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Financial Statements & Review
Profit & Loss (P&L) and Balance Sheet (B/S) reports for financial review -
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Tax-Ready Year-End Closing
Final year-end books closing for accurate income/corporate tax filing
Standard Bookkeeping
Comprehensive fund management for small businesses
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QBO Simple Start Subscription Included
Official QuickBooks Simple Start license included -
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ncludes Everything in Basic
All features and services from the Basic package included -
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Up to 150 Transactions
Monthly categorization and recording of up to 150 transactions -
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Up to 4 Accounts Reconciliation
Reconciliation for up to 4 bank and credit card accounts -
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Invoicing & Payment Setup
Custom invoice template setup and online payment collection support -
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Mobile Receipt Snap
Automatic receipt upload and expense sync via smartphone app
Advanced Bookkeeping
For growing businesses requiring complex transactions and in-depth analysis
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QBO Subscription Included
QuickBooks Online Simple Start or Essentials license included -
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Includes Everything in Standard
All features and services from the Standard package included -
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Up to 300 Transactions
Monthly categorization and recording of up to 300 transactions -
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Up to 7 Accounts Reconciliation
Reconciliation for up to 7 bank, credit card, and loan accounts -
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Dedicated A/R & Invoicing Management
End-to-end invoice generation and Accounts Receivable (A/R) tracking -
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Strategic Tax Planning & Advisory
In-depth financial analysis, quarterly estimated tax reviews, and tax-saving strategies
Enterprise Bookkeeping
Dedicated solution for large-scale and complex businesses. We provide customized management by an Enrolled Agent for companies requiring 300+ transactions, unlimited reconciliations, and inventory/payroll integrations.
- β QuickBooks Online Included(QBO Essentials / Plus )
- β Includes Everything in Advanced Package
- β Custom Solutions for 300+ Transactions
- β Unlimited Account Reconciliation
- β Complex Inventory & Payroll Integration
- β Priority EA Support & Advisory
Customized Add-on Services
We provide flexible add-on options tailored to your business needs.
Bookkeeping Service Special Promotion
($300 Value)
Provided
Arranged
One-time Professional Onboarding Fee
Professional onboarding includes: Custom Chart of Accounts (COA) setup, bank feed integration, and historical data transfer.
Custom COA design by industry, initial QBO setup, bank/credit card feed connections, and basic matching rules.
Standard bank integration, transfer of basic historical data to QuickBooks, and bank/credit card feed connections.
For extensively neglected books requiring major cleanups and complex setups simultaneously.
1 Catch-up & Cleanup (Catch-up & Cleanup)
For books that have been neglected for months or years (Shoebox Tax).
2 Sales Tax Filing (Sales Tax Filing)
We calculate and file sales tax returns online for states where you have sales tax nexus.
3 Year-end Tax Forms (Year-end Forms)
Essential annual reporting tasks performed every January, separate from monthly bookkeeping.
(Business property tax)
4 Audit Support & EA Consulting (Audit Support)
Advanced services requiring Enrolled Agent (EA) expertise, extending beyond simple tax filing.
5 Overage Fees (Overage Fees)
Billing criteria for work volume (transactions, employee count) exceeding your contracted base package.
Essential Bookkeeping Checkpoints for Business Success
Strict Separation of Finances
Strictly separate your business accounts from your personal accounts. Commingled funds are a primary target for IRS audits. Ensure transparency by using dedicated business accounts and cards.
Digitization of Receipts
Paper receipts fade over time, making them difficult to read. It is crucial to build a habit of archiving all receipts in the cloud by integrating with QuickBooks.
Monthly P&L Review
Don't just keep books to pay taxes. You must identify where your business is losing money through monthly Profit & Loss statements to make rational management decisions.