Bookkeeping Additional Services
New QuickBooks Online (QBO) Setup – Starting at $450
- 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 $250 for Review
- Full review of your 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 – Starting at $3600
- 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