No two bookkeeping clients require the same amount of servicing yet all are done on either a weekly or monthly basis.
How We Can Work Together
I’ve included some examples below of various “combinations” of bookkeeping services utilized by my existing clients.
Pull data from monthly Infusionsoft and/or Paypal reports. Enter journal entries to record various income. Invoicing for certain clients (done as needed). Monthly reconciliations of Paypal and Checking accounts.
Monthly sales data entered, by customer, from payment reports. Email invoices/sales receipts to customers. Monthly reconciliations of Paypal, Checking and Credit card statements.
Weekly sales data entered from Stripe payment reports. Email invoices/sales receipts to customers. Monthly reconciliations of Paypal, Checking and Credit card statements.
Invoicing and payment processing as needed on specific days of the month (or as needed).
For those who are on a debt-reduction plan within their business or want an easier to understand format for their cashflow I have developed an easy-to-understand Google Doc that gives a clearer picture on your overall financial health, which I can also keep updated each month.
I request all bookkeeping clients allow me to maintain their books on either a weekly or monthly basis. If space is available, I will consider year-end, “do it all at one time” services, at a higher rate.
Some clients grant me full access to their banking and credit card companies so I can download the necessary QBO files to import into their Quickbooks files. Others choose to email me the statements and data needed (or provide to me in a shared Dropbox folder) and then I manually enter from those reports.
You choose the level of banking access and hosting option that is comfortable for you.
Bookkeeping Package Rates
Bookkeeping services start at $300/month.
Factors which may increase pricing for virtual bookkeeping services:
If you have a lot of personal and business co-mingling within your bank and / or credit card accounts
Quantity of invoices/sales receipts and/or payments you need generated and emailed to your customers
Quantity of Accounts Receivable follow-up
A large number of company credit card accounts
You are just starting to use Quickbooks (additional time is typically needed to set up vendors, customers, etc.)
Because I provide bookkeeping services to a number of owners, we can have a quick conversation and I will be able to fairly estimate the monthly cost for your particular scenario.