Small Business & QuickBooks Bookkeeping Services
Bookkeeping by Design, offers three main types of services, though all are customized based on the need of your business.
The following will give you an overview of the main service categories (for a comprehensive list, see the bottom of this page):
Monthly Small Business & QuickBooks Bookkeeping Services
QuickBooks is the gold standard of bookkeeping, and while it simplifies many aspects of financial record-keeping, most owners are quick to point out that it’s not exactly “simple.”
Because each small business’ bookkeeping services needs are different, I offer a complimentary consultation so we can develop a specific, detailed plan designed just for you.
If you are also in need of some catch-up or clean-up work, we will create a separate plan and quote for that as well.
All Done-For-You Monthly Packages include:
Recording/classifying transactions and reconciling all bank/credit accounts
Financial reports (customized and explained in a way that makes sense to you!)
Unlimited support
Get together to discuss any questions you may have.
No contract (30 days notice required to cancel)
Wondering about fees for Monthly Bookkeeping?
These prices will provide a rough estimate, just to help you get an idea of what to expect. I do a free review of your books to give you an accurate price quote so if you’re interested, tap the button below to schedule your consultation today.
Starter Plan $200+
2 Bank/Credit Accounts
50-150 Transactions
Professional Plan $600+
4 Bank/Credit Accounts
250-450 Transactions
Additional Services
Some add-on services include:
Clean-Up (If books are inaccurate and need some saving!)
Catch-Up (Maybe you’ve fallen a few months behind–no worries!)
A/P (Bill Pay)
A/R (Invoicing)
1099 filing
And more…
Basic Plan $400+
3 Bank/Credit Accounts
150-250 Transactions
Bookkeeping Clean-Up Services
Maybe your books haven’t been opened/launched in weeks or months… or your accountant is ready to fire you after your last round of improperly-classified expenses or expense-filled shoebox.
Whatever your situation, I’ve almost certainly seen it—and handled it!
If it’s time to put your business’ finances back on a more effective and accurate track, book your free consultation; we’ll get a sense of what’s needed and bring financial peace of mind back into your life.
Training & Accountability for the DIY Owner
Not sure if you can quite afford to outsource QuickBooks bookkeeping services just yet? Or, maybe you see the value in correct bookkeeping but you are still working to justify the cost.
That’s why I created this specific plan to jumpstart you on the right track; then, when you’re ready, we can switch over to a regular monthly bookkeeping plan. The DIY plan provides:
Quickbooks Online set up
Training to help you get acclimated
Any questions answered by me all month long
Help preparing your financial statements
Comprehensive List of Small Business Bookkeeping Services
Monthly bank reconciliations
Accounts payable management (bill pay)
Accounts receivable management (e.g., making sure deposits are entered correctly, invoicing your customers for you, or actually calling to politely remind your customers they have overdue invoices)
Cash flow assistance (help you figure out when you can actually spend the money you have in the bank!)
Sales tax return & payment processing
Full service payroll (everything, including, but not limited to on-boarding your employees, processing payroll tax returns & payments, and preparing your W-2s)
1099 preparation