Includes initial setup features:
chart of accounts
categories
bank account synchronization
payroll setup (if required).
Conducts an audit of the current QBO setup.
Streamlining the chart of accounts and categories.
Ensures correct bank account links.
Reconciliation of the fiscal year and error rectifications.
Offered complimentary with setup or clean-up service if self-management is intended.
Stand-alone training available.
In-depth guidance on best practices and efficient use of QBO.
Transaction categorization
Monthly account reconciliation
Monthly report generation
Vendor/contractor setup
Payroll processing
Annual tax document filing (W2s & 1099s)
Supplementary to your current bookkeeper
Receipt management and organization
Vendor communications for document collections and error handling
Autopay setups
Invoicing for services like speaking events, consultations, travel reimbursements.
Payment application upon receipt.
Collections for overdue invoices.
Includes Basic Billing services.
Managing complex billings, including cost-plus and budget tracking.
Detailed invoicing with backup documentation.
Billing reconciliation.
HR documents and procedures audit
Employee Handbook creation: $1,800
Job Description creation: $600
Onboarding/Off boarding Packets: $900
Workforce Policies development: $600
Resolving HR issues
Employee relations handling
Recruitment assistance and initial interviewing
Offer letter drafting
Onboarding and termination support
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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