DIY Bookkeeping Services

  • Learn how to get started with Quickbooks, along with navigating and running reports.

  • We will setup your Quickbooks and get it all ready for you to keep accurate bookkeeping.

  • We will review your bookkeeping quarterly or yearly to make sure everything is up-to-date and accurate. Does not include bookkeeping work.

  • Having trouble doing your own books? We will get on a zoom meeting with you and help you solve issues or teach you specific tasks.

  • Quickbooks Online Training

    Includes a 2 hour virtual training, where you will learn:

    Getting started in Quickbooks, navigating Quickbooks Online, how to record transactions in Quickbooks Online, Using the Reporting tools, and Expanding your general usability.

    $275

  • Quickbooks Online Setup

    Includes the setup of the following in your Quickbooks account:

    Company information, including business structure, cash or accrual based; Bank and tax accounts, and credit card numbers, chart of Accounts, existing customers and vendors list, basic invoice template

    $250

  • Quarterly Bookkeeping Review

    Includes the following within your Quickbooks account:

    Review of reconciliations, registers, Balance Sheet, and Profit & Loss Statement (Does not include bookkeeping services)

    $75/Quarterly

  • Yearly Bookkeeping Review

    Includes the following within your Quickbooks account:

    Review of reconciliations, registers, Balance Sheet, and Profit & Loss Statement (Does not include bookkeeping services)

    $250/Yearly

  • Troubleshooting Session

    Includes a virtual 30 minute meeting to cover any issues or troubleshooting, as well as continuing education as needed.

    $75/session