Bookkeeping Services
Bookkeeping Services
Bookkeeping Services
- General Bookkeeping - Advice and Cleanup
- Categorize Income and Expense Transactions
- Perform Bank and Credit Card Account Reconciliations
- Generate Monthly Reports
- Generate Quarterly Reports
- Payroll Services
Accounting Services
Bookkeeping Services
Bookkeeping Services
- Prepare State and Federal Payroll Reports
- Prepare Sales Tax Reports
- Assist with Worker's Comp Audits
- Prepare Comprehensive Reports (for internal use)
- Perform Analysis - Income, Expense, Trends, Forecasts (for internal use)
- Prepare Books for your CPA to review.
QuickBooks ProAdvisor Services
Package 1 - QBO ProAdvisor Services
This package is designed for the solo entrepreneur or small business needing assistance with budgeting, forcasting bookkeeping, and understanding your reports.
- QuickBooks setup
- QuickBooks ProAdvisor Service
- Record Expenses
- Reconcile up to 500 transactions per month across multiple accounts
- Teach you how to create and send invoices and other QBO functions.
- Sales Tax reporting
- Prepare your books for CPA review
Package 2 - QBO ProAdvisor Services
- Everything in Package 1, plus additional transactions and account reconciliations.
- Spreadsheet Management
- Assistance with Microsoft and Google Workspace Products
- Set up QB rules
- Custom reports tailored to your business
- Payroll Reports
- 940/941 Filings
- Training
- Provide Monthly Reports (for your CPA review and internal use)
Package 3 - Business Operations & Financial Efficiency Support
This package is tailored to your needs and may include some or all of the items listed, plus additional customization.
- Everything in Packages 1 & 2
- Review business expenses for unnecessary/duplicate charges
- Identify billing discrepancies
- Coordinate with insurance providers and other vendors
- Review subscriptions, including merchant services
- Review invoices and bill entries
- Communicate with vendors
- Provide periodic financial/expense observations and analysis
Operational and Project Management
Project Basics
Provide Project Documents and Limited Assistance
This package is designed to help you run your project. You will be the point person, and we will be your support.
Fractional Operations Manager
Remote and Onsite Management Available
Customized to your business needs.
Project Management
Professional Project Management. From planning and initiation to the conclusion.
We use Microsoft Project and/or Monday for Project Management. We are Advanced and Expert Level users of Microsoft, Google Product, and Intuit Products. Pricing is based on individual client needs. The above pricing is estimated, your pricing may be different depending on your company's desired services.
https://www.credly.com/users/lori-ratto
