Transaction categorization
Monthly account reconciliation
Monthly financial reports
Add-on services available for payroll, vendor management, and year-end filings.
Supplementary to your current bookkeeper
Receipt management and organization
Vendor communications for document collections and error handling
Autopay setups
Chart of accounts setup
Category and expense structure setup
Bank & credit card account connections
Basic system configuration and organization
*Payroll setup is available through QuickBooks Online Payroll or a third-party provider
Initial review and audit of current QuickBooks setup
Cleanup and streamlining of chart of accounts and categories
Review of bank and credit card connections
Reconciliation of selected accounts and time periods (as agreed upon)
Identification and correction of common errors
Guided walkthrough of your QuickBooks setup
Best practices for categorization and organization
Tips for maintaining accurate and up-to-date records
Q&A support based on your specific business needs
*A training session may be included with setup or cleanup services if self-management is intended
Invoice creation and distribution
Payment application and tracking
Follow-up on outstanding invoices (as needed)
Basic billing organization and support
*Final pricing is based on billing volume, complexity, and level of support required.
Everything in Basic Billing Support
Management of complex billing structures (cost-plus, project-based, or budget tracking)
Detailed invoicing with supporting documentation
Billing reconciliation and reporting support
Ongoing coordination to ensure accurate and timely billing processes
Onboarding coordination for new hires
Offer letter drafting (template-based)
Employee document organization and tracking
Coordination with payroll providers or HR platforms
Offboarding coordination and documentation support
*This service does not include HR advising, compliance management, or employee relations support.
HR templates and documentation
Employee handbook resources
Job description templates
Onboarding and offboarding checklists
Access to HR support resources through our partner platform
*VOM Collective does not provide HR compliance, legal advice, or employee relations services.

Data entry and CRM cleanup
Compiling reports
Email client support and communication
Receptionist tasks
CRM database management
Documentation filing (LLC, DBA, EIN, etc.)
Account setups (email, CRM system, phone line, shared drive)
Collaboration with professional team members (bookkeeper, CPA, etc.)
Ongoing setup process support
Business audit, goal setting, and project timelines
Provision of a professional team for business needs
Continuous support through the process
Contact us today to request a quote and discover how we can provide tailored solutions to meet your specific needs. Don't let another day go by without taking the necessary steps to take your business to the next level. Start now to see firsthand how our expert solutions can propel your business forward.

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