Additional Services

+ The Quarterly

The Quarterly Package is ideal for the start-up that just needs the basics.

Approximate Annual Revenue: up to $200k

• One-time setup of QuickBooks Online Account
• Record and categorize transactions monthly
• Reconcile bank accounts and credit cards quarterly
• Quarterly Reporting Including Profit & Loss and Balance Sheet
• Email and text support (within 24 hours M-F)

**Transaction limits may apply

+ The Custom

The Custom Package is ideal for the business owner who is seeking white-glove treatment with customizable services. See Add-Ons available.

• One-time setup of QuickBooks Online Account
• Record and categorize transactions monthly or weekly
• Reconcile bank accounts and credit cards monthly
• Monthly Reporting Including Profit & Loss and Balance Sheet
• Email, text and phone support (within 24 hours M-F)
• Customizable to fit your business needs
• See Add-Ons to customize additional services needed

**Transaction limits may apply

+ The Clean-Up

The Clean-Up Package is ideal for the business owner who needs to catch up their financials to present-day, establish good workflows and streamline their future financial tracking.

Unless previously using a bookkeeper, most businesses will require Clean-Up services to bring their financials to present-day.

**If you sign on for recurring bookkeeping services, you may be eligible for a discount on your clean-up work.

+ Add-Ons

Add-Ons are ideal for business owners who require additional services to meet their business goals.

• Class Tracking
• Projects
• Accounts Receivable Management
• Accounts Payable Management
• Payroll Processing
• Sales Tax Filings
• Accountable plan tracking and compliance
• Cash Flow Analysis
• Additional reporting
• Virtual Strategy Session with Laura Solt Bookkeeping
• Annual Secretary of State filing
• Annual 1099-MISC filings
• Entity Formation
  Prices vary. These can be added to any package. Contact us for a custom quote!

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