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.
Basic
- Review QuickBooks Desktop or QuickBooks Online
- Detailed report of findings
- Video call to walkthrough results and make corrections on the spot
- Optional 1099s
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
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