Your first month
One complete month of bookkeeping for $500.
Begin with a focused first engagement using your existing QuickBooks Online company and an agreed scope of work.
If you don’t believe the work delivered clear value, you’ll receive a full refund.
During the month
A real close, not a sample report.
The first month uses your existing QuickBooks Online company and an agreed set of accounts for one service period.
Transaction categorization
Review and categorize activity based on available documentation and your input.
Bank and credit-card reconciliations
Reconcile the agreed accounts through the service month.
A/R and A/P review
Review open customer and vendor balances and flag unresolved items.
Month-end reporting
Deliver a Profit and Loss, Balance Sheet, and straightforward summary so you can understand the month’s results and use them to guide strategic decisions.
A good fit
The first month is intended for a service business that:
Interested?
Let’s first understand how your books are handled today.
A brief introductory conversation is enough to determine whether the first month makes sense.