Keep your financial reports updated.

Does tax time give you anxiety? Do you struggle keeping your business finances organized? We can handle the data entry, updating, and preparation for you.

QUICKBOOKS ONLINE

Still a favorite of most accounting firms, QuickBooks Online is one of the easiest ways to ensure that all of your financial reporting is up to date and accurate. We can validate monthly entries and run reports or assist in setting you up to get the most out of the platform.

Financial Report Prep

Do you use a different platform for tracking expenses or prefer to keep things in spreadsheets? We can make entries and generate reports, allowing you to focus on the bottom line.

QuickBooks Online Setup

*QuickBooks Online Subscription NOT Included

Basic
  • Assist with account sync
  • 1-3 months of data imported
  • Set categories
  • Run and assist with report corrections
  • Manual import or entry of items not included in bank syncs
$ 275
popular
premium
  • Assist with account sync
  • 3-6 months of data imported
  • Set categories
  • Run and assist with report corrections
  • Manual import or entry of items not included in bank syncs
$ 400
advanced
  • Assist with account sync
  • 6-12 months of data imported
  • Set categories
  • Run and assist with report corrections
  • Manual import or entry of items not included in bank syncs
$ 700

Monthly Financial Reporting

Data Entry or QuickBooks Online Cleanup Performed Monthly
Do you use FreshBooks, Wave, or a different online accounting platform?
We can handle those entries for you, too, at the QuickBooks package rate.

QuickBooks Monthly
  • Categorize transactions
  • 3 month minimum commitment
  • Updates performed weekly
  • Run and assist with report corrections
$ 60
popular
QuickBooks Quarterly
  • Categorize transactions
  • A la Carte clean up of a financial quarter
  • Updates when you are ready for review
  • Run and assist with report corrections
$ 200
Data Entry & Report preparation
  • Update spreadsheets
  • Organize documents
  • Manual entry/edits
  • Prepare reports
  • Up to 3 hours of support per month
$ 135

Request Information