All monthly packages include:

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• Quickbooks® Online account setup (if needed)

• Linking of bank & credit card accounts

• Downloading of statements & importing transactions

• Reviewing statements & properly classifying all transactions

• Reconciling of all bank & credit card accounts

• Monthly & year-to-date financial reports

• 30 minute phone consultation

• E-mail support

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*Monthly packages and fees are customized to fit the specific needs of your business. Please contact me to discuss monthly rates.

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*Additional services are available upon request, such as tracking accounts receivable/payable, invoicing, sales tax payment and others.