QuickBooks Online (QBO)

Bookkeeping Services

Helping Keep Finances on Track

I help small businesses and real estate owners increase profits by optimizing bookkeeping and providing actionable data to grow their business.

Ready to take control of your finances? Reach out today to schedule a consultation using the scheduler below!

My Services

Monthly Bookkeeping

$300/Month Fixed Fee* (minimum fee)

  • QuickBooks Online (QBO)

    • Maintenance: QuickBooks online setup, organization and maintenance

    • Categorization: Weekly categorization of all transactions based on the Chart of Accounts

    • Reconciliations: Bank and credit card reconciliations

    • Financial Reporting: Preparation of financial reporting (Profit & Loss and updating the Balance Sheet)

    • *Please note that businesses with higher volumes of monthly transactions may incur a higher fixed monthly cost

Cleanup of Existing Records

$300* x Number of Months to Cleanup

  • QuickBooks Online (QBO)

    • Cleanup: Cleanup and catchup of existing records to ensure accurate reporting

    • *Please note that businesses with higher volumes of monthly transactions may incur a higher cleanup monthly cost

Additional Services

Hourly Rate Services (available for clients with active monthly bookkeeping services)

  • QuickBooks Online (QBO) $75/Hour

    • Accounts Receivable: Invoicing clients and tracking payments.

    • Accounts Payable: Recording bills and expenses

    • Tax Preparation: Preparing records for your accountant at tax time.

    • Tax Payments: Sales Tax & Quarterly Tax Payments

  • Salesforce CRM Consulting $100/Hour

    • Salesforce admin & consulting assistance: I am a Salesforce Certified Administrator as well

Book an appointment

You can schedule a free consultation phone call by choosing an appointment day and time Mon- Thur 10 am to 3 pm.

bjade29@gmail.com

843-415-5847