The essentials to keep your financials accurate and up-to-date.
Are you behind on your books? We’ll swiftly bring your financial records up-to-date.
Transactions: Categorize transactions and record journal entries.
Quality Control Audit: A comprehensive audit by our team to ensure accuracy.
Review Call: Video call to ensure accuracy.
Accounts: Reconcile bank and credit accounts.
Reports: Review essential reports, including the Balance Sheet and P&L.
Once you are caught up, keep your books accurate and up-to-date.
Monthly: Categorize transactions and record journal entries.
Quarterly: Quality control audit by our team.
Quarterly: Reconcile bank and credit accounts.
Quarterly: Generate Balance Sheet, P&L, and other required reports.
Yearly: End-of-year Review Call to ensure a smooth handoff to your tax preparer.
Tailored for businesses that need deeper financial insights and support.
Includes everything in the Standard Bookkeeping
Package
More frequent management of your books.
Monthly: Categorize transactions and record journal entries.
Monthly: Quality control audit by our team.
Monthly: Reconcile bank and credit accounts.
Monthly: Generate Balance Sheet, P&L, and other required reports.
Yearly: End-of-year Review Call to ensure a smooth handoff to your tax preparer..
Dashboard: Customized financial metrics in the QBO Performance Center.
Quarterly Video Update: An analysis video of your quarterly business performance.
Quarterly Strategy Call: Collaborate with Jake Baker to discuss bookkeeping, business, and real estate strategy.
Ideal for House Flippers, BRRRR investors, and other project-based businesses.
Project Tracking: Monitor progress and profitability more closely via the QBO Project Portal.
Tracking: Reconcile payroll transactions and maintain accurate tax records.
Tax Accruals: Ensure correct tracking of payroll taxes.
Payments: Simplify contractor payments with streamlined tracking.
Reporting: Ensure easy tax reporting with QBO's built-in 1099 tracking feature.
Available only with the Premium Bookkeeping Package.
Accrual Reporting: Transition from cash to accrual accounting with A/R and A/P aging summaries.
Bill Pay: Ensure timely payments and track outstanding bills.
Invoicing: Improve revenue collection efficiency through automated and streamlined invoicing.
Check Cutting: Ensure prompt contractor payments, regardless of the payment method.
Reporting: Stay on top of cash inflows and outflows through the Statement of Cashflows.
Projections: Forecast future cash needs based on historical data and upcoming expenses.
Budget Setup: Build a budget aligned with your business goals and historical performance.
Variance Analysis: Compare budget vs. actual performance to identify improvements.
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