Flat Rate Services

white note pad beside white keyboard and brown two binder clips

Flat Rate Services

Diagnostic

A Bookkeeping Diagnostic is an in-depth review of your financial records to assess the current state of your bookkeeping and identify areas for improvement. It provides valuable insights into your financial organization, pinpointing issues like miscategorized transactions, unreconciled accounts, or outdated processes.

During a diagnostic, we analyze your QuickBooks setup, evaluate your transaction history, and review financial statements to ensure everything is accurate, compliant, and tailored to your business needs. This service helps uncover inefficiencies, detect errors, and highlight opportunities to improve organization and streamline your financial systems.

The goal is to provide you with a clear understanding of your financial health and actionable recommendations to optimize your bookkeeping practices. Whether you’re just getting started or need to clean up your books, a bookkeeping diagnostic sets the foundation for financial clarity and success.

magnifying glass near gray laptop computer

QuickBooks Set Up

Setting up your business in QuickBooks is a critical step in building a strong financial foundation. This service ensures your QuickBooks account is tailored to your business, making it easy to manage your finances effectively from day one.

We’ll begin by inputting all essential business information, including your company details, chart of accounts, and opening balances. We’ll also customize your settings to align with your industry, business structure, and financial goals. Whether it’s setting up customer and vendor lists, creating products and services, or connecting your bank accounts for seamless transaction tracking, we’ll make sure everything is ready for smooth operation.

Our goal is to equip your business with a well-organized, user-friendly QuickBooks system that simplifies bookkeeping and provides clarity as your business grows. This setup ensures you start with accuracy and efficiency, setting the stage for long-term financial success.

Training in QuickBooks

Our QuickBooks training is designed to help you master accounting and financial management, whether you're a beginner or looking to enhance your skills. You'll learn how to set up QuickBooks, manage invoices, track expenses, generate financial reports, process payroll, and prepare for taxes.

Training Includes:

QuickBooks setup and customization
Basic bookkeeping and transaction management
Generating key financial reports
Payroll and tax preparation
Advanced features like budgeting and inventory
Flexible online or in-person sessions

Get the skills you need to efficiently manage your finances with QuickBooks. Sign up today!

Basic Services

Let us know if you’re interested in a flat-rate service for predictable bookkeeping costs, or check out our Basic Services to find the right solution for your business needs. We’re here to help make managing your finances simple and stress-free!

Policies