OUR SERVICES

The Bookkeeping Desk has worked with individuals and businesses - from the smallest of startups to the largest corporations - and is equipped for any challenge that may come our way. Whatever financial management advice you may need, please contact us to see how we can help you out.

LEVEL ONE SUBSCRIPTION

Making Notes

Categorizing and entry of revenue and expenses
Monthly bank reconciliations
Payroll and tax reporting
Financial reports

Prices start at a monthly fee of $250*

**Starting price is for up to two bank or credit accounts and 60 transactions and basic payroll. Additional accounts, transactions, and payroll complexity will affect price

LEVEL TWO SUBSCRIPTION

Making Notes

Level One Services, plus
Priority financial information
Monthly discussion of financial reports
Your choice of two services:
Accounts receivable monitoring and bad debt mitigation
Cash flow monitoring

Prices start at a monthly fee of $450*

QBO FILE SET UP

Data on a Touch Pad

This service is for new organizations starting with QuickBooks Online. This service will provide you with a chart of accounts, classes, and items, leaving you ready to start entering transactions. Bank feeds and customized invoices will be set up as well.

Pricing starts at $250

MONTHLY REVIEW

Data on a Touch Pad

Review of monthly transactions entered into QBO by client, recommendations for re-classifications and journal entries.

Monthly Review: starting at $125
Quarterly Review: starting at $375

TRANSACTION REVIEW

Making Notes

Review of QBO file in advance of board meeting, ahead of 990 preparation, when something looks off, or assistance with special transactions.

Pricing starts at $100

NOTARY SERVICE

Making Notes

Using a professional service when you require excellent service is the most convenient way to get your critical tasks accomplished! Our notary service is available 24/7

We are here to provide our clients with personalized accounting strategies. Contact us to see which of our services best meet your needs.  Contac us at 832-443-0662 or jodi@thebookkeepingdesk.com