Bookkeeping

We specialize in helping small businesses, individuals, and nonprofits with under $5 million in annual revenue. (Services list below.)

  • We use and are certified in both QuickBooks Desktop (QBD) and QuickBooks Online (QBO). If you want to switch from QBD to QBO, we offer free conversion of your data.
  • Discover the security and convenience of cloud accounting. QuickBooks Online uses bank-level, military-grade, 256-bit encryption. (Google “QuickBooks Online Test Drive” for a peek.) Please note that QBO is not suited for all clients. For example, if you do job costing, QBO does not have that feature.

How We Work: We work onsite and/or remotely as 1099 contractors.

Cost: We charge $40 per hour or, if you prefer, we can quote a fixed monthly fee. Our fees include the essential apps required to maintain your bookkeeping. These may include:

    • QuickBooks Online subscription, (if you don’t already have one), or online access to your QuickBooks Desktop file through Swizznet.
    • One or more logins for Egnyte, our secure cloud storage and file transfer service for IRS-approved document digitization.
    • OnTheClock.com tracking of the time we spend on your bookkeeping, with monthly reports submitted with month-end invoices.
    • IDoneThis.com to log completed tasks, with daily task reports by email.
    • Any other applications to streamline your bookkeeping and reduce your cost, such as Hubdoc.com, Shoeboxed.com, and Egnyte for secure transfer of PDF files such as receipts, bills, bank statements, etc.

Available Services

  • Convert your bookkeeping file to QuickBooks Online, or setup online access to your QuickBooks Desktop file via Swizznet.
  • Initial bookkeeping setup/cleanup/catchup (if needed).
  • Daily (M-F) posting of bank/credit/loan transactions, via bank feed or CSV import.
  • Month-end reconciliation of cash/credit/loan accounts.
  • A/P: Accounts payable/bill pay. We enter bills in QuickBooks; you can print the checks, or we can if you prefer.
  • A/R: Accounts receivable/invoicing/collections.
  • Full service payroll, using QuickBooks Payroll. (ADP, Paychex, Advantage, Gusto, etc. available upon request).
  • Reporting: Prepare month-end Balance Sheet, Profit & Loss, Statement of Cash Flows. (Other financial reports and analyses should be completed by your CPA, using the data from QuickBooks which we will freely share.)
  • Unlimited consult time (via face-to-face meeting, Zoom, Phone, and/or Email).