Small Businesses and Entrepreneurs
Service-based entrepreneurs, online businesses, consultants, home businesses, and local shops
Deliverables:
✔ Monthly income & expense categorization
Clean, accurate books inside QuickBooks Online for all business activity.
✔ Bank & credit card reconciliation
Ensures every transaction is captured and no duplicates appear.
✔ Cash-app & digital platform tracking
(Zelle, CashApp, Stripe, PayPal, Shopify, Square)
✔ Monthly financi
Deliverables:
✔ Monthly income & expense categorization
Clean, accurate books inside QuickBooks Online for all business activity.
✔ Bank & credit card reconciliation
Ensures every transaction is captured and no duplicates appear.
✔ Cash-app & digital platform tracking
(Zelle, CashApp, Stripe, PayPal, Shopify, Square)
✔ Monthly financial summary
Simple reports:
• Profit & Loss
• Spending breakdown
• Cash flow highlights
✔ Business deduction tracking
Meals, supplies, equipment, subscriptions, travel, home office (when applicable).
✔ Quarterly estimated tax reminders
Automated reminders + guidance on where to pay — no tax prep required.
✔ Year-end tax package
Ready for your CPA or tax preparer.
Includes:
• Categorized transactions
• Profit & loss
• Balance sheet (if needed)
• Supporting documents
Optional Add-Ons:
• Cleanup/Catch-Up Bookkeeping
(for messy or unfinished books)
• Payroll setup + processing
(Contractors or small teams)
• Invoicing system setup
QBO invoices, payment links, product/services setup
• Budget & cash-flow planning session
• Sales tax filing
(if applicable in their state)
• New business setup
Chart of accounts, QBO setup, automations, bank rules