quickbooks setup and cleanup in lexington ky

All Packages Include ...

  • Monthly Transaction Posting: We post your 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 bank 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
  • 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
  • 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

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 we have packages that give you only what you absolutely need. As you are growing you may need more information to make smart business decisions, therefore, we offer services that save you time and give you what you need for a growing business as well…

Our Services

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    What are your financial needs and goals?

    ° ° ° Accounting & Bookkeeping Packages ° ° °

    Side by Side Comparison

    Services Included

    Starter Package


    Starting at $65.00/month

    Standard Package


    Starting at $135/month

    Elite Package


    Starting at $435/month

    Enterprise Package:


    Starting at $635/month
    Monthly Transaction Posting
    Monthly Bank Reconciliations
    Monthly Credit Card Reconciliations
    Personal Expert Quickbooks ProAdvisor Bookkeeper
    Personal CPA Advisor
    Monthly CPA Review of Accounts
    Monthly or Quarterly Financial PacketQUARTERLYQUARTERLYMONTHLYMONTHLY
    Cloud based accounting
    Quickbooks Online Setup
    Monthly Basic Financial Reports
    Custom Reporting
    Onboarding & Basic Staff Training
    Annual Tax Strategy Review with Client before Year End
    Prep for Taxes Meeting during Tax Season
    Optional Quarterly Meeting via Zoom with CPA to Review Financials
    Year Round Tax Strategy & Planning
    Monthly Financial Packet including Financial KPI’s & Executive Summary
    Business Plan Development and Basic 3 Year Forecasting
    Quarterly In-Depth Financial Analysis Report
    Receipt Bank (mobile receipt documentation) & Posting by Bookkeeper
    Yearly Quickbooks Budget
    Advanced Cash Flow Forecasting
    Optional Monthly Meeting via Zoom with CPA to Review Financials
    In-Depth Year Round Budgeting, Forecasting, & Planning with unlimited scenarios
    Monthly In-Depth Financial Analysis Reports
    Weekly Bank Transaction Posting

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

    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