QuickBooks Online Setup

After a short interview, we setup and customize your company file in QuickBooks Online. This service includes customization of accounting settings, business settings, chart of accounts, sales settings, expense settings and users.

Set Me Up

Monthly Bookkeeping Services

We manage all of your day-to-day and monthly bookkeeping needs. This service includes entering transactions, reconciling bank statements, a/r, a/p and monthly financial reports.

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Training and Support

We offer professional customized training and support to QuickBooks Online users. Services include virtual training, group training, one-on-one training and ongoing support.

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Fast Turnaround

Our speedy fingers process your books quickly so you have the most up to date financial information.

Data you can Trust

We are meticulously accurate because we know you need accurate financial information to make business decisions.

Automation Specialist

We have over a decade of experience working in web technology. We help you set-up financial automation to help you save time and money.

Rates and Subscription Plans

Let’s get right down to the numbers. Choose the plan that works best for you – hourly or monthly fee.


Starter

Sole-proprietors and Freelancers
$199/month
  • Bookkeeping for 1-2 bank accounts (up to 50 transactions per month)
  • Monthly bank reconciliations
  • Monthly Financial Statements
  • QuickBooks Online Setup
Get Started

Be My CFO

Best for Established Companies
$599/month
  • Monthly bookkeeping for up to 6 bank accounts (unlimited transactions)
  • Monthly bank reconciliation
  • Monthly financial statement preparation
  • Bill payment and vendor management
  • Accounts Receivable management and Invoicing
  • Quarterly financial planning meetings
  • QuickBooks Online Setup
Get Started

What Our ClientsAre Saying

Don’t just take it from us, let our clients do the talking!

Susan served as our bookkeeper for over a year, and we noticed that while the costs were about 1/3 of what we previously paid, the speed was twice as fast, and the accuracy was far better. She’s very reliable, and we hope to work with her for a long time. Janine Du Toit

The Social Concept

Frequently Asked Questions

What is a Virtual Bookkeeper?
Virtual bookkeeping allows a bookkeeper to telecommute instead of physically working at a client’s office. Aside from the work location, there is not much difference between regular bookkeeping services and a virtual arrangement. A virtual bookkeeper uses computerized bookkeeping software to post financial transactions, review and update statements and reconcile accounts..
How do I get started?
I offer 30 minute free consultations to all new clients. During the consultation we can discuss your current bookkeeping practices, bookkeeping software, and the type of support I can offer your business. Just fill out the contact form below!
How do you manage security when sharing financial documents?

My clients are busy small business owners and entrepreneurs.  I’m working on improving the ease of document sharing while ensuring the security of the information being shared.  I am use secure document sharing center application with some of my clients.  I also use email encryption software to protect their financial data.  It’s important to me to find a balance between security and simplicity.

More Questions?

If we didn’t answer all of your questions, feel free to drop us a line anytime.
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