Accounting Subscriptions

1. Categorization <50 transactions per month
2. Basic financial reports on a quarterly basis
3. Basic business filings
4. Email support

1. Categorization <100 transactions per month
2. Everything in The Baby Book Subscription +

3. Bank and Credit Card Reconciliations

4. Quarterly Sales & Use Tax Filings (1 state included. Additional states $50/quarter)

1. Categorization of <300 transactions per month
2. Everything in The Short Story Subscription +
3. Payroll journal entries
4. Monthly financial reports

5. Quickbooks Assistance
 

1. Categorization >301 transactions per month
2. Everything in The Bestseller Subscription +
3. AP and AR Management
4. Payroll reconciliations
5. Quarterly financial update meeting

 Perfect for newer businesses or those with just a couple months of disorganized transactions. We’ll clean up your QuickBooks file, reconcile up to 2 months of activity, and make sure your chart of accounts is tidy and accurate. Great for solo entrepreneurs who just need a quick reset.

 For businesses with up to 6–12 months of unreconciled accounts, missing transactions, or some category confusion. We’ll review, clean, and organize your QuickBooks, correct miscategorized expenses, and provide a clean set of financials to move forward with. Ideal if you’ve been winging it for a bit but are ready to get back on track. 

 For those “how did it get this bad?” situations. If your books haven’t been touched in over a year, accounts are way off, or you’ve had changes in ownership, payroll, or inventory—this one’s for you. We’ll perform a deep dive into your QuickBooks, rebuild what’s broken, and give you peace of mind with clean, accurate records. 

• Add or dispose of fixed assets on an annual basis
• Record annual depreciation expense

• Input all fixed assets into software
• Correct Quickbooks entries for fixed assets
• Record annual depreciation expense