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