Virtual Accounting Services
Business Basic Freelance: Includes functional financial management for your business.
Great for freelance, sharing economy and gig work to keep track of your income and
expenses for tax time.
- QuickBooks Online set up including chart of accounts and starting balances
- Monthly bank reconciliations for one business bank account
- Client codes bank feed into QuickBooks with our training and guidance
- Credit card reconciliation for one credit card
- Training and guidance on entering cash receipts and cash disbursements
- Training on digital records retention in QuickBooks
- Calculation of quarterly estimated tax payments
- Quarterly Income Statement (Unaudited)
- Accounting set up fee may apply
Business Entrepreneur: Includes essential financial management for your existing or new
start up business. This is a great option for first or second year businesses when the books
are becoming too time-consuming for the owner to keep up with.
- All items listed under Business Basic Freelance, plus
- Additional bank account reconciliations, as needed
- Operating budget
- Closing journal entries, as needed
- Monthly balance sheet and income statement (Unaudited)
- 20% discount on tax preparation services
- Accounting set up fee may apply
Small Business Solution: This is our most popular bookkeeping package! Includes full
financial management for your growing business.
- All items listed under Business Entrepreneur, plus
- Customer billing and follow up statements/notices as needed via Bill.com
- Tracking vendor bills and bill payments (we pay bills via Bill.com or you pay bills)
- Vendor tracking and Form 1099 preparation
- Monthly management meetings (Video Conference)
- Accounting set up fee may apply