Bookkeeping Additional Services

 

New QuickBooks Online (QBO) Setup – Starting at $250

  • Research and recommend appropriate QBO subscription level
  • Create new QBO Company File
  • Create customized Chart of Accounts
  • Journal entries to enter Balance Sheet from prior tax return or Trial Balance if starting mid-year
  • Set Up bank and credit card feeds

QuickBooks Cleanup and Review – Starting at $175

  • Full review of you current QBO company file to determine the amount of updating and cleanup needed prior to beginning monthly service
  • Provide report with recommendations for bringing QBO file up-to-date
  • This fee may be applied as a credit towards the recommended cleanup that is needed, or towards your first month’s bookkeeping fee if your books are already up-to-date

Accounts Receivable – Starting at $250/month; $2.00 for each invoice/statement mailed

  • Enter invoices to be e-mailed/mailed
  • Process statements to be e-mailed/mailed
  • Add $1.00 for each invoice or statement mailed
  • A/R Aging Summary report

Accounts Payable – Starting at $250/month

  • Enter bills into QuickBooks
  • Prepare checks for you to print/pay through your bank’s online bill pay
  • A/P Aging Summary Report

Sales Tax – $75 per quarterly filing, or $30 per monthly filing

  • File and pay monthly/quarterly sales tax filing

1099 Preparation – Starting at $100

  • Includes up to 5 forms e-filed ($10 for each additional form)
  • Add $3.00 for each 1099 mailed
  • Information received after January 25th will require an additional $100 rush fee
  • Client is to provide your legal business name, address and SSN/EIN
  • Client must provide all vendor information including amounts paid
  • W-9 Forms can be found here on the IRS website and will provide the vendor’s name/business name, address, type of entity, and SSN/EIN

Year-End Bookkeeping

  • Entry and categorization of all transactions for the entire year
  • Reconcile all bank, credit card, and loan accounts (includes up to 4 bank/credit card accounts)
  • Make all journal entries needed
  • Provide package including reports needed for tax preparation

Schedule an appointment today!