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Bookkeeping
Get your books caught up, then keep them that way
I clean up QuickBooks files that have fallen behind and keep them reconciled every month. I take a limited number of bookkeeping clients so each file gets real attention.
Cleanup and catch-up
$150 per month of catch-up work
- Bring in missing transactions from bank and card statements
- Categorize income and expenses
- Reconcile every account to its statements
- Fix duplicates, uncategorized items and transfers
- Clean profit-and-loss statement and balance sheet
Free consultation required. I review your accounts and confirm a fixed price before starting.
Monthly bookkeeping
$250 per month
- Transactions categorized every month
- Bank and card reconciliations
- Monthly profit-and-loss and balance sheet
- Books ready for your tax return
- Up to 2 bank or card accounts and about 100 transactions a month
Larger businesses are quoted in the consultation.
How it works
From messy to reconciled
Free consultation
We talk through your business and accounts.
File review and quote
I review your QuickBooks or statements and confirm a fixed price.
Cleanup
I catch up and reconcile every month that's behind.
Monthly upkeep
Optional. I keep your books current for $250/mo.
QuickBooks
I work in QuickBooks Online, and you own your file. If you already have QuickBooks, you keep your subscription. If you don't, I can set one up through my accountant account at a discount, and you stay the primary admin.
The QuickBooks subscription isn't included in the monthly fee.
Payroll and other apps
I record and reconcile payroll from your provider, such as Gusto, QuickBooks Payroll or ADP. I don't run payroll. Stripe, Square, PayPal and your bank feeds connect to your books under your own login.
Questions
Bookkeeping questions
How is cleanup priced?
Cleanup is typically $150 for each month of catch-up work. A free consultation is required so I can review your accounts and confirm a fixed price before I start.
What does monthly bookkeeping cover for $250?
Categorizing transactions, reconciling your bank and card accounts each month, and monthly profit-and-loss and balance sheet reports. It covers up to 2 bank or card accounts and about 100 transactions a month. Larger businesses are quoted in the consultation.
Do I need my own QuickBooks?
You need a QuickBooks Online file, and you own it. If you already have one, you keep paying Intuit directly. If you don't, I can set one up through my accountant account at a discount, and you stay the primary admin. The subscription isn't included in the monthly fee.
Do you run payroll?
No. I record and reconcile payroll from your payroll provider, such as Gusto, QuickBooks Payroll or ADP.
Why do you take a limited number of clients?
I handle every file myself, so I keep my client list small enough to give each one real attention.
Behind on your books?
Book a free consultation and get a fixed price for your cleanup.