Pricing

There are several pricing options to consider.  Whether you want to have a virtual bookkeeper/controller at your side to assist you with your monthly financial information processing, if you’re looking for a training program or if you just need a one-time clean up of your books.

Services outside the scope of the below options can be provided and pricing will be determined on a case by case basis.

Options for QuickBooks In-Person Training ***
Premium – Ultimate Training $500 Plus – Specific Training $250 Basic – Online Training $65/hour
On-site training for up to 8 hours whatever areas you choose. On-site training for up to 4 hours on a predetermined area. Web based application online where we go over specific areas of concern; in which the call can be recorded so you can have access to it at a later time for your review
***If outside of Denver Metro Area or prefer online training, web based training with recordings will be provided for up to 4 hours of training
Options for QuickBooks Clean-up 
Premium – Squeaky Clean Books $1000 Plus – General Clean-up $500 Basic – Hourly Clean-up $65/hour
Initial consultation review of your financial information to go over areas of concern and determine what information I will need to move forward. Initial consultation review of your financial information to go over areas of concern and determine what information I will need to move forward Virtual or in-person clean-up of your financials
DropBox folder provided for private storage of mutual information.  A Hubdoc account provided for capturing expenses. DropBox folder provided for private storage of mutual information.  A Hubdoc account provided for capturing expenses. Virtual meeting can be recorded for later review
Up to 20 hours of work inside your program to ensure that the following is where it should be Up to 10 hours of general clean up of your financial accounts In-person only in Denver Metro Area – unless a trip charge is assessed
All Balance Sheets accounts matched to outside source for verification purposes One web based consultation to review the work done directly with you to ensure everything is to your satisfaction
All Profit & Loss accounts reviewed, verified and corrected per your instructions Report package for period of clean-up for your records
Includes unlimited emails and phone calls to gain insight into the information and changes needed For QB Online clients, access will be needed.  For QB Desktop clients an Accountant Copy will need to be provided.
Includes two web based meetings to make sure I am only changing what you desire to be changed and/or go over training of ways to ensure accuracy in the future Additional hours above 6 will be billed out at $65/hour with your prior consent
Report package for period of clean-up for your records
For QB Online clients, access will be needed.  For QB Desktop clients an Accountant Copy will need to be provided.
Additional hours above 15 will be billed out at $65/hour with your prior consent
Pricing Options for QuickBooks Bookkeeping Services
Premium – Virtual Controller 

(Pricing subject to client need)

Plus – Trusted Advisor 

(Pricing subject to client need)

Basic – Monthly Review – $250/mo minimum

(Pricing subject to client need)

Daily review of bank balances and reconciliation of bank accounts to QuickBooks Weekly review of bank balances and reconciliation of bank accounts to QuickBooks Monthly review of bank balances and reconciliation of bank accounts to QuickBooks
Unlimited contact via phone, email or meetings (as schedule allows) One weekly phone call (or virtual meeting) with unlimited emails with response time within 24 hours; in person meeting on a quarterly basis (if needed) One monthly phone call (or virtual meeting) with unlimited emails with response time within 48 hours; in person meetings for an extra fee
Monitor and balance and adjust inventory numbers as frequently as needed Monitor and balance and adjust inventory numbers monthly Make necessary adjustments to inventory per your instructions monthly
Monitor and balance other balance sheet accounts weekly (if needed) Monitor and balance other balance sheet accounts weekly (as needed) Monitor and balance other balance sheet accounts monthly
QuickBooks Online subscription included.  For QB Desktop users a QBox subscription will be provided to share the file. (Client must purchase their own QB licenses – although we offer discounts if purchased through us.) QuickBooks Online subscription included.  For QB Desktop users a QBox subscription will be provided to share the file. (Client must purchase their own QB licenses – although we offer discounts if purchased through us.) QuickBooks Online subscription included.  For QB Desktop users a QBox subscription will be provided to share the file. (Client must purchase their own QB licenses – although we offer discounts if purchased through us.)
DropBox and Hubdoc subscriptions included in pricing to store and maintain documentation if desired DropBox and Hubdoc subscriptions included in pricing to store and maintain documentation if desired DropBox and Hubdoc subscriptions included in pricing to store and maintain documentation if desired
In-depth Profit & Loss review for accuracy of information weekly;  Monthly financial statement review provided including submitting reports for your records In-depth Profit & Loss review for accuracy of information weekly;  Monthly financial statement review provided including submitting reports for your records Monthly financial statements review provided including submitting reports for your records
Send out accounts receivable statements by email or regular mail to customers outstanding at the end of the month Send out accounts receivable statements by email only to customers outstanding at the end of the month Additional fee for 1099s at year end based on number required
Prepare and submit bills via billing software if present (such as Bill.com) Additional fees apply if requesting in-house payment of bills. Prepare up to 15 1099s and submit necessary documentation to the proper government agencies (at year end)  Be available for year-end tax assistance to your designated CPA and make any adjusting journal entries provided by said CPA
Complete bi-weekly payroll through outsourced payroll provider and keep all records/maintain relationships Be available for year-end tax assistance to your designated CPA and make any adjusting journal entries provided by said CPA
Ensure download and reconciliation of payroll information including payroll taxes
**Additional fees apply if requesting payroll to be performed by us
Submit any Sales Tax information to the proper government agencies (as needed)
Prepare unlimited 1099s and submit necessary documentation to the proper government agencies (at year end)
Be available for year-end tax assistance to your designated CPA and make any adjusting journal entries provided by said CPA