Monthly, Quarterly and Yearly Accounting
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Customized Accounting
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Flat Rate Service Fees
QuickBooks Packages
Small Business Startup Package


My QuickBooks accounting service includes any customized combination of:

  1. Recording transactions (checks, deposits, electronic payments and deposits, etc.)
  2. Reconciling checking, savings and credit card accounts.
  3. Making any necessary journal entries for inventory, accounts receivable, fixed asset depreciation, accounts payable, payroll, etc.
  4. Producing a set of financial statements and other supporting financial reports so you can see how well your business is doing.
  5. Yearly, proactive tax planning session in the Fall to determine your estimated tax liability.
  6. Other special accounting tasks, such as filing state excise reports, managing accounts receivable, accounts payable and payroll.
  7. Consultation, setup and training on all aspects of QuickBooks.

Customized QuickBooks accounting service These services are offered monthly, quarterly or yearly, depending upon your needs and budget. They are performed either offsite, onsite or remotely. Clients are encouraged to meet in a proactive tax planning session in the Fall to determine your estimated tax liability for the year.

Regular, periodic accounting is offered through a flat fee arrangement that is debited from your checking account each month. The fee is arrived at by factoring in the volume of transactions, frequency of the work, complexity of the accounting, and any other special needs you'd like to contract for. It's like having a CPA on a retainer basis to perform your accounting and tax work.

Accounting Services Menu
Recording Transactions XXX
Reconciling Accounts XXX
Adjusting Journal Entries XXX
Financial Statements XXX
Fall Tax Planning OptionalOptionalOptional
Worked Performed Offsite or RemotelyOffsite or RemotelyOffsite or Remotely
Fee $300/month, average$500/quarter, averageBy the hour

Special Accounting Functions: By Special Arrangement
Onsite Support: By Special Arrangement
QuickBooks Setup, Troubleshooting & Training: See the QuickBooks Support and Training Page


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