2-hour training session in QBO, with optional clean-up planning

*one-on-one training on anything you want help with in your business account

*review & discuss any clean-up work needed and how much it would cost to complete

*includes follow-up 30-45min review session of what clean-up work was done

Let's see if we want to work together over a trial period

*2 months of requested and desired bookkeeping services completed as a trial period, time spent will be tracked

*time and services discussed in a 30 min review session to quote personalized flat rate for services moving forward

*commitment to services not required after trial period and review session

Any combination of the following offered services built in a personalized package for your business.

Free consultation to discuss services and options.

1-hour onboarding session after customized quote is accepted to complete any setup tasks and gather details

*General Monthly Bookkeeping

--bank account/credit card reconciliation

--categorizing transactions

--prepared financial statements

--1-hour per month review and/or training

*Payroll Services

--payroll processing

--payroll tax payments & filings (monthly, quarterly, annually)

--W2/W3s issued annually

--1099/1096s issued annually

*Sales tax payments & filings

*Coordination with CPA annually to prepare books for tax return