Bookkeeping Plans


QuickBooks Online Set-Up

Whether you are a new business just getting started or an established one with changing needs, we can assist you in setting up your QuickBooks Online account.

Includes:

  • QuickBooks Online set up and customization

  • Chart of Accounts set up and customization

  • Point-of-Sale system integration

  • IVY mapping (for interior designers)

  • Basic products and services set up

Catch-Up Bookkeeping

Haven’t reconciled any of your accounts all year? Feel like your books are a mess? IT IS OKAY! We can go back and clean up your accounting so that you can have a fresh start and move forward with best practices and access to bookkeeping experts.

Includes:

  • Account reconciliation up to current month

  • Preparation of year-to-date Profit & Loss statement and Balance Sheet

  • Accounts Payable Review

  • Accounts Receivable Review

 

Monthly Bookkeeping Plans

Business by the Book offers customized bookkeeping plans. Yours will be determined after an initial consultation with our Client On-boarding Specialist. Our monthly bookkeeping plans include:

  • Accounts Payable Review

  • Accounts Receivable Review

  • Preparation of monthly financial reports, including a Balance Sheet and a Profit & Loss Statement

  • Unlimited communication and integration with your CPA

  • Dedicated Account Specialist

  • Sales and Use tax filing

  • Monthly reconciliation of your bank and credit card accounts

  • Detailed transaction reports

  • Purchase Order Management

  • Retainer/Deposit Management

Our bookkeeping plans for small businesses begin at $400 per month. For interior design clients that use IVY, our bookkeeping plans begin at $475 per month. Your value-priced bookkeeping plan will be determined based on your individual business needs after a consultation with our Client On-Boarding Specialist.

Other Services

Business by the Book also offers other services, including

  • Payroll & Payroll Tax Management

  • Managing and Filing 1099s for subcontractors

  • Additional sales and use tax filing