quickbooks setup and cleanup in lexington ky

All Packages Include ...

  • Monthly Transaction Posting: We post your bank and credit card transactions monthly and follow up with you on anything we need your input while it is still fresh in your mind
  • Monthly Bank Reconciliations: We reconcile your bank accounts in Quickbooks to your bank statements
  • Monthly Credit Card Reconciliations: We reconcile your credit card accounts to your credit card statements
  • Personal Expert Quickbooks ProAdvisor Bookkeeper:  All bookkeepers have went through extensive training and are Certified Advanced QBO ProAdvisors
  • Personal CPA Advisor: Every account has a CPA who is available for questions via email or phone
  • Monthly CPA Review of Accounts:  Every month a CPA reviews all transactions in your account for accuracy
  • Cloud based accounting, virtual meetings, streamlined experience: We work with all cloud based systems and automate as much of the process as possible so that you can spend your time on what matters – your business
  • Quickbooks Online Setup: New companies get all Quickbooks initial setup included, not including historical transactions
  • Onboarding & Basic Staff Training: Onboarding is included at no additional cost and basic staff training on Quickbooks tasks provided as needed with training, tutorials, or step-by-step instructions.
  • Custom Reporting: Custom Reports built in Quickbooks for your company and added to your Financial Packet based on your needs
  • Monthly Basic Financial Reports: Profit & Loss and Balance Sheet automatically forwarded to your email every month from Quickbooks
  • Monthly or Quarterly Financial Packet including Financial KPI’s & Executive Summary: Each Financial Packet includes an Executive Summary by your CPA with their opinions on your financial performance as well as KPIs (Key Performance Indicators) that are important to your business

We offer different packages depending on the size of your business, your needs, and your budget. We understand that small businesses are tight on cash and need to watch their expenses, so our Starter Package gives you what you absolutely need to ensure you have accurate financials.

As you are growing, you will need more information to make smart business decisions and strategies to save money on your taxes. For growing businesses, our Standard & Elite Packages provide advisory services that fill these needs, eliminate stress, and save you time.


*We currently are not accepting non-profit, trust, or estate clients – only sole proprietors, LLCs, home associations, S-Corps, Corporations.

Our Services

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    What are your financial needs and goals?

    ° ° ° Accounting & Bookkeeping Packages ° ° °

    Side by Side Comparison

    Services Included


    Starting at $75.00/month


    Starting at $215/month


    Starting at $545/month

    Bank & Credit Card Transaction PostingMONTHLYMONTHLYWEEKLY
    Bank & Credit Card Reconciliations
    Personal Expert Quickbooks ProAdvisor Bookkeeper
    Personal CPA Advisor
    Monthly CPA Review of Accounts
    Cloud based Accounting, Virtual Meetings, Streamlined Experience
    Quickbooks Online Setup
    Onboarding & Basic Staff Training
    Custom Reporting
    Monthly Basic Financial ReportsN/AN/A
    Financial Packet including Financial KPI’s & Executive Summary by CPAQUARTERLYMONTHLYMONTHLY
    Annual Tax Strategy Review with Client before Year End
    Year Round Tax Strategy & Planning
    Yearly Quickbooks Budget
    In-Depth Financial Analysis ReportQUARTERLYMONTHLY
    Optional Virtual Meeting with CPA to Review FinancialsQUARTERLYMONTHLY
    Receipt Bank (mobile receipt documentation) & Posting by Bookkeeper
    Float Advanced Cash Flow Forecasting
    Futrli In-Depth Year Round Budgeting, Forecasting, & Planning with Unlimited Scenarios
    Business Plan Development
    Internal Control Review, Development & Yearly Audit
    External Accounting Department
    1099 Management
    Bill Pay & Invoice Management

    *All of these packages are priced based on Company Revenue and Sales.

    **More information on Elite Package.

    Quickbooks Online is our preferred software for our small business clients.

    — Custom Packages Available —

    If none of these packages fit into your business’ financial needs, we can build a custom package to fit your needs.

    ° ° ° Accounting & Bookkeeping Packages ° ° °

    Pricing Plans