Quickbooks set-up

  • -Determine the correct Quickbooks Online Account for your business

    -Connect your bank feeds

    -Customize Chart of Accounts to fit your business

    -Reconcile bank and credit card accounts to be current

    -Most recent financial statements provided after reconciliations are completed

    -Starting at $125

OnGoing Support

  • (Monthly Bookkeeping)

    -Weekly expense categorization

    -Monthly bank & credit card reconciliations

    -Entering in any interest paid towards loans

    -Hawaii GE tax filing

    -Payroll breakdown entries (if applicable)

    -Monthly (or quarterly, you choose!) calls to go over your financial statements

    -1099 Filing at year-end

    -Access to secure client portal to securely send and store documents

    -Support whenever you need me!

    -Starting at $300/month

One-Off Cleanup

  • -Clean up Chart of Accounts

    -Reconcile bank and credit card accounts to be current

    -Most recent financial statements provided after reconciliations are completed

    -You maintain your books after financial statements are presented

    -Contact for pricing - starts at $75/month of cleanup

Additional Add-Ons

  • -Accounts Payable (bill pay), includes the account set up and connecting to Quickbooks if necessary

    -Accounts Receivable (client invoicing)

    -Contact me for add-on pricing for these services!