BOOKKEEPING PACKAGES

OPERATIONAL BOOKKEEPING PACKAGE

• QuickBooks file review & on-boarding setup
• 6 Bank/Credit Card/Merchant/Loan Accounts
• Weekly Transactions entry and allocations (aka job costing)
• Process and manage Accounts Payable (bill entry and payments)
• Reconciling all bank, credit card, merchant and loan accounts
• Month-end closing (adjusting journal entries)
• Monthly Financial Review Online Calls via Zoom or Google Meet
• QuickBooks Online Subscription/License* | Paid for by user (US$28 - $76 per month)
• Payroll management for 1-5 employees
• Monthly & Annual Payroll filing
  

STRATEGIC BOOKKEEPING PACKAGE

• QuickBooks file review & on-boarding setup
• 10 Bank/Credit Card/Merchant/Loan Accounts
• Weekly Transactions entry and allocations (aka job costing)
• Process and manage Accounts Payable (bill entry and payments)
• Reconciling all bank, credit card, merchant and loan accounts
• Month-end closing (adjusting journal entries)
• Monthly Financial Review Online Calls via Zoom or Google Meet
• QuickBooks Online Subscription/License* | Paid for by user (US$28 - $76 per month)
• Priority Access to Chat or Phone support outside of monthly reviews
• Payroll management for 6 & more employees (max. 15)
• Monthly & Annual Payroll filing
• Monthly General Consumption Tax Return filing
• Annual Income Tax Return filing
• Inventory Management

QuickBooks Online is our preferred software for our small business clients.