QuickBooks Subscription

As a QuickBooks ProAdvisor I have access to discounted monthly rates. I pass the savings and the convenience to you by paying for this and rolling it into your monthly fee.

Monthly Bookkeeping
This is the basics of why a company hires a bookkeeper. I take care of your bookkeeping. This includes downloading and accurately recording your transactions each month to get you ready for tax time.

Bank Reconciliations
At the end of the month, accounts are reconciled, which is the equivalent to balancing a checkbook. I make sure your bank statements match your QuickBooks file.

Monthly Financial Reports
At the end of the month, I email you a Balance Sheet and Profit and Loss report to aid you in any financial decisions.

End of Year Financial Reports
End of Year reports will include the basic reports you will need in a year to date/month by month format. This will also include reports you will need to file your taxes.

Access to Office Hours
This is for all my clients. I have limited office hours Monday through Thursdays for chat sessions. You may request extra video calls for a fee. Email is always open. I will attempt to respond to emails within 24 hours during weekdays.

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Secure Client Portal
While onboarding, you will have access to a password protected portal through Dubsado. You'll choose a 6 digit pin as your password, and it will house all the forms and information you send a receive while onboarding. When service starts, we have a shared google drive through my Google Workspace. This is where you will upload documents I need to provide services to your company.