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Virtual

Bookkeeping Services for Small Business

As an outsourced accounting solution for small businesses, we pride ourselves on taking the accounting function completely off an owner’s plate. That process starts with a foundation of sound financials. It is essential that bookkeeping is performed accurately and in a timely fashion. It is seen as the driver for actionable financial information as well as the basis of tax filings. Errors in the books can be very costly, from poor decision-making based on faulty data to overpaying in taxes. Therein lies the benefit of having a Virtual Online Bookkeeper handle your bookkeeping needs so you don't have to!

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QuickBooks Online is our accounting platform of choice as it is the hands-down industry standard and is robust enough to handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, invoicing, etc.) that provide a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money.  I am a certified QuickBooks ProAdvisor.

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  • Categorizing your transactions for your P & L and Schedule C. Capturing and properly coding all bank and credit card transactions

  • Reconcile your accounts ( ex. Bank and credit cards )

  • Accounts Receivable ( create & track invoicing )

  • Accounts Payable ( create & track bills / payments )

  • Payroll processing and tax filings ( QBO or 3rd party )

  • Job costing

  • Inventory tracking

  • Fixed asset management

  • Sales tax and filing

  • Financial reporting

  • Management reporting

  • 1099 filings ( compliance with federal & state guidelines )

  • Year end close out and tax prep consultations

In addition :

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*Clean up / Catch up Services

( when things may be a mess at first. I will smooth it all out & get you on a solid base )

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*Monthly business consultation ( virtual ) based on your business needs to enable growth and optimization.

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*Monthly personalized reports delivered straight to you

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*Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

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*Consulting available

Services Include:

                         

  • I will initiate a new QBO subscription on your behalf  using my discount, customize your company settings, chart of accounts, invoices, forms, reports, connect bank feeds and integrate 3rd party apps.

Depending on the size & complexity of your business

Simple Start

  • Categorize & Coding your transactions for your P&L and Schedule C

  • Reconcile your accounts     

 

  $299 per month estimate

Essentials

  • Categorize & Coding your transactions for your P&L and Schedule C

  • Reconcile your accounts

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  • Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

  • Monthly business consultation based on your business needs to enable growth.

 

   $499 per month estimate

Advanced

  • Categorize & Coding your transactions for your P&L and Schedule C

  • Reconcile your accounts

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  • Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable

  • Monthly business consultation based on your business needs to enable growth.

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  • Full Service A/P & A/R management. Create your bills & invoices - track payments.

 

    $1199 per month                       estimate

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