Professional Bookkeeping and Accounting Packages

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
  • Tracking vendor bills and bill payments (we pay bills via or you pay bills)
  • Vendor tracking and Form 1099 preparation
  • Monthly management meetings (Video Conference)
  • Accounting set up fee may apply