ADD-ON SERVICES

 

Quickbooks Online Bookkeeping

  • Answering your accounting related questions

  • Transaction posting

  • Bank reconciliations

  • Chart of accounts creation and management

  • Journal entry postings

  • Account clean up for transactions posted in error

  • Budget creation

    You decide how we work together and how often.

 

Quickbooks Online Training

  • For the DIY Entrepreneur who wishes to do her own bookkeeping

  • Training takes place during a one-hour Zoom call and includes one hour of training-related email support as needed

 

S-Corp Election

  • For an LLC business that wishes to be taxed as an S-Corp

  • Once we determine if being taxed as an S-Corp is right for you, I will complete a request and submit it to you to sign and mail to the IRS

 

Quickbooks Online Initial Setup

  • For those new to Quickbooks Online or to using an accounting system

  • Includes Quickbooks Online setup

  • A one-hour training session (through Zoom)

  • Email support as needed

 

New Business Strategy Session - For those who are new in business and wish to grow

  • Business strategy sessions take place during a one-hour Zoom call

  • Topics available for discussion relate to bookkeeping, business structure and tax

 

Virtual CFO

  • For the entrepreneur ready to embrace her role as a CEO

  • For businesses earning greater than $100k per year, Virtual CFO services are best provided in conjunction with bookkeeping and tax services

  • Includes a monthly financial analysis of the business during a one-hour Zoom call

  • Ideal for clients who wish to have a partner in their business who can aid them in operational modifications with a forward-looking approach

  • This interaction typically results in increased profits and reduced taxes owed