QUICKBOOKS – Yearly Review $195.00
The annual tune up will provide you with an entire year review of your books conditions and financial statue prior to filing for a tax return, applying for a bank loan, selling or buying a business.
Review your books transactions for the year
Review the Chart of Accounts (General Ledger accounts)
Summary report with recommendations and discrepancies.
Generate Financial Reports (Yearly – Month to month comparison) includes Income statements and Balance Sheet
** Review of (1) entity/company book, 1 checking accounts and/or 1 credit card statement up to 500 transactions in one year.c
QUICKBOOKS – Monthly Accountant Review $ 99.00
This great package is for small business owners who need a peace of mind knowing if their transactions are being posted correctly and reconciled on a monthly basis.
Monthly review of posted transactions
Verify bank/credit card statements reconciliation amounts match with QuickBooks balances.
Review total amounts for deposits, ACH, EFT, wires, checks and etc.
Summary report with any discrepancies
Monthly Accounting/Tax tip newsletter
** Review of (1) entity/company book, 1 checking accounts and/or 1 credit card statement up to 100 transactions
