Our Services
Diagnostic Review
We assess the complexity and potential time required for your clean up project by reviewing your Quickbooks Online transactions and banking statements.
We provide your business with the diagnostic report and a quote.
Cleanup
After diagnosing your books, we can start the cleanup process. This includes:
*Coding and Reconciliation of all Bank and Credit Card Accounts for the periods you request
* Review of Note Payable/Loan amortizations and deductible interest expense
* Analysis of large purchases for potential depreciation deductions
* Undeposited Funds account clean-up
* Review of financial statements
* A full set of Year End Financial Statements, including a profit and loss statement, balance sheet, and cash flow statement
* Year end entries
*45 minute final review and closing call
Starter
This includes:
* Monthly reconciliation of bank and credit card statements
* Balance Sheet, Income Statement, Cash Flow delivered monthly
* Email Troubleshooting & support
Growing
This includes:
* Monthly reconciliation of bank and credit card statements
* Monthly reconciliation of accounts receivable and accounts payable
* Balance Sheet, Income Statement, Cash Flow delivered monthly
* Monthly review and analysis of financial statements
* Up to 3 Custom Reports
* Email Troubleshooting & support
Established
This includes:
* Monthly reconciliation of bank and credit card statements
* Monthly reconciliation of accounts receivable and accounts payable
* Balance Sheet, Income Statement, Cash Flow delivered monthly
* Up to 10 Custom Reports
* Monthly Review Meeting via Microsoft Teams
* Paperless Payables - Supplier invoices and receipts imported via online software
* Email Troubleshooting & support
Contact Us
Email: peeples@spbookkeeping.com
Phone: 919-899-8325