Core Services
Monthly Bookkeeping & Reconciliation
💰 Starting at $100/month (plus QuickBooks Online subscription)
Perfect for staying on top of your numbers month-to-month. We handle your books so you can focus on running your business.
What's Included:
- Bank and credit card reconciliations
- Transaction categorization
- Monthly financial statements (P&L, Balance Sheet)
- Property-level reporting (for real estate clients)
- Email/portal support
Available Add-Ons:
- Enhance your monthly bookkeeping with receipt management, dashboard customization, and more.
Catch-Ups & Clean-Ups
🧾 Custom pricing (based on volume and time period)
Behind on your books? We’ll get you caught up and cleaned up — fast.
What's Included:
- Full account cleanup & reconciliations
- Missing transaction entry
- Error correction and reclassification
- Tax-ready financials
Best For: Businesses 3+ months behind, tax season emergencies
QuickBooks Online Setup & Support
🧩 One-time setup starting at $250 / File review from $150
We’ll set up your QuickBooks correctly (or fix what’s broken) and support you along the way.
Setup Includes:
- Custom chart of accounts
- Bank/credit connections
- Property tracking setup
- Initial categorization
- QuickBooks training
File Review Includes:
- Audit of existing file
- Error identification
- Written recommendations
- Optional fix implementation
Best For: New businesses or DIY bookkeepers
Additional Services
1099 Preparation & Filing
Starting at $35
- W9 collection and tracking
- 1099-NEC form preparation
- IRS e-filing + contractor copies
- January deadline compliance
Quarterly Bookkeeping
Starting at $275/quarter (plus QBO)
- Quarterly reconciliations
- Categorization & statements
- Tax prep support
Live Bookkeeping Training
150/hr
- Bookkeeping basics
- QBO training
- Real estate-specific bookkeeping
- Live Zoom session with Q&A