Quarterly Review

Maybe you don't need help with keeping your own books but you'd still like that regular 2nd opinion... Our DIY-option leaves you in the driver seat for your regular bookkeeping but gives you the periodic review and clean-up to avoid any surprises come tax time!


For those needing a periodic review and clean-up of their financial statements, we have a program for you. Our quarterly review saves on your budget while giving you peace of mind that your financials are accurate throughout the year.

Contact Us

Basic

  • Review QuickBooks Desktop or QuickBooks Online
  • Detailed report of findings
  • Video call to walkthrough results and make corrections on the spot
  • Optional 1099s
$305/quarter

Premium

  • Review QuickBooks Desktop or QuickBooks Online
  • Detailed report of findings
  • Video call to walkthrough results and make corrections on the spot
  • 1099 configuration and review
  • Inventory, class tracking, or job costing
  • Optional 1099s
$405/quarter

Platinum

  • Review QuickBooks Desktop or QuickBooks Online
  • Detailed report of findings
  • Video call to walkthrough results and make corrections on the spot
  • 1099 configuration and review
  • Inventory, class tracking, or job costing
  • Prepare and submit up to twenty 1099s
  • Unlimited email and phone support
$605/quarter