Quickbooks Online setup

Customized chart of accounts

Integration of bank accounts and point of sale system to Quickbooks

Recording opening balances for assets and liabilities

Comprehensive tutorial on maintaining accurate and organized books

Email support for your DIY bookkeeping questions

Up to 2 bank/credit card accounts

50-100 transactions per month

Bank reconciliation

Monthly 1:1 video chat or recording (up to 60 minutes)

Monthly reports

Weekly email support

Annual tax prep

Everything in the “Essentials” package

101-200 transactions per month

Accounts payable

Accounts receivable

Quarterly tax estimations

Receipt Management

Additional bank/ cc accounts

Loan Management

Year End 1099’s

Catch-Up

Historical Clean-Up

Assisted Payroll Management