Pro
Track income & expenses
Capture & organize receipts
Post & apply bank deposits
Monthly bank account reconciliation
Manage 1099 contractors
Monthly credit card reconciliation
Prepare and send customer invoices
Process and pay vendor invoices
QuickBooks Online subscription
-
Initial setup
-
Setup chart of accounts
-
Preferences
-
Customize invoices with logo
-
Setup vendors
-
Setup clients & employees
​
VIP
Track income & expenses
Capture & organize receipts
Post & apply bank deposits
Monthly bank account reconciliation
Manage 1099 contractors
Monthly credit card reconciliation
Prepare and send customer invoices
Process and pay vendor invoices
Review A/R aging and collections
Prep of monthly financial reports
-
Balance sheet
-
Income statement
-
Profit & loss statement
-
Cash flow statement
QuickBooks Online subscription
-
Initial setup
-
Setup chart of accounts
-
Preferences
-
Customize invoices with logo
-
Setup vendors
-
Setup clients & employees
Additional Services
-
Payroll processing​
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Ensure employees are properly documented​
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Verify and code timesheets and hours worked
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Calculate employee salaries, deductions, and contributions
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Track paid and sick time-off
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Process and distribute paychecks
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Preparation of Employee W-2's
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Submission of 1099's to the IRS