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Ongoing support for businesses that need accurate, up-to-date books. Includes categorizing transactions, reconciling bank/credit card accounts, and providing monthly financial reports (P&L, Balance Sheet, Cash Flow).
If your books are messy, months behind, or inaccurate, this service gets you caught up and cleaned up. We’ll review, correct, and organize up to 12 months of data to ensure your QuickBooks file is accurate and ready for tax time or transition to monthly support.
*Consultation Required
Complete federal and state tax filing for your business. We ensure your books are tax-ready, maximize deductions, and submit accurate returns.
*Starting at $450 for Sole Props / $700+ for LLCs/Partnerships
For new business owners or those switching to QBO. We’ll build your QuickBooks Online file from scratch, customized to your business. Includes setting up the chart of accounts, connecting bank/credit card feeds, tax settings, and custom invoices.
*Starting at $500 (Setup Only) / $700+ (Setup + 1-Hour Training)
We set up payroll through QuickBooks or Gusto and ensure everything’s running correctly — from employee onboarding to paycheck setup and tax filing. Monthly support includes running payroll, filing forms, and staying compliant with state/federal rules.
*Starting at $300 (one-time setup) / $75–$150 monthly support
We’ll track payments made to independent contractors, collect W-9s, and file 1099-NEC forms at year-end through QuickBooks or other e-filing platforms.
*$100 (minimum)
Moving from spreadsheets or another accounting software to QBO? We handle data import, chart of accounts mapping, and setup so you're ready to go with a fresh, accurate file.
*Simple Migration*
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