Work Smart BKG

949-267-6100

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Work Smart BKG

949-267-6100

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filler@godaddy.com

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Pricing for Monthly Bookkeeping

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The Basics

Basic provides a monthly review of transactions.

#

Interactive

The Basics with enhanced recurring transactions.

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Hands Off

Outsource accounting functions + payroll.

Client Reviews

Highly recommend

Efficient + Time Saving

Gain Peace of Mind

“Dina came highly recommended. After my first meeting with her, I agree. She and her team are professional, responsive, pays attention to details, and has experience with my industry. She put me at ease and made me feel comfortable delegating my bookkeeping to her. Now I'm relieved to have an expert take care of it for me so I can focus on other parts of the business.” 

Gain Peace of Mind

Efficient + Time Saving

Gain Peace of Mind

“It’s hard to make good business decisions when your books are a mess. Dina was competent and experienced. She gave me peace of mind by helping me know where my business was at, and by eliminating frustration and bringing me clarity. Working with Dina’s team has made us more successful.”

Efficient + Time Saving

Efficient + Time Saving

Efficient + Time Saving

“My bookkeeper retired. I tried another large organization for the service and found it was time-consuming and pricey. When I met Dina, her knowledge of working with CPAs, experience, capabilities, and highly efficient processes made it a no-brainer decision to switch. She took charge of the transition. I went from overpriced sloppy books to very accurate books at a decent price. She saved me significant amounts of time, stress, and money.” 

Saved Time

More time for Family

Efficient + Time Saving

“In my line of work, regulatory compliance is key. Doing everything myself made it challenging to get invoices done on time After working with Dina’s team, my billing cycles are automated, payroll is efficiently organized. What used to take 3 to 5 months, gets done almost immediately, reports are on time, and people are paid timely. My trust and confidence are restored knowing my finances are under control.”

Are you ready?

More time for Family

More time for Family

This could be you. We're happy to discuss your business on a free initial consultation call. Learn about our bookkeeping services and bookkeeping solutions. We'll handle your financials so you can get back to doing what you do best for your business. And gain valuable time back in your life.

More time for Family

More time for Family

More time for Family

“Top notch service. 100% trustworthy relationship. Straight forward, confident, very organized. Since delegating my bookkeeping to Dina and team, I sleep better and have more time for my family because I no longer have to worry about anything! Plus with Dina’s support, I have more confidence in other business deals too!”

Work Smart Bookkeeping Services

The Basics Bookkeeping

The Basic Level is perfect for small businesses that need to keep track of income and expenses and want to do much of the data entry themselves. Just the Basics Bookkeeping provides a monthly review of transactions and advises clients on proper protocols for entering customer invoices, bills, and other expenses.

Starting at $500 per month

Starting at $600 per month

QuickBooks Simple Start or Essentials Subscription paid for by client.

Quick Books Online

Simple Start or Essentials subscription paid for by the client.

Monthly Reconciliations + Reporting

included

Bank and credit card reconciliations and monthly financial reporting.

Adjustments, Reclassifications, + monthly closing of accounting/books.

included

Semi-annual review

included

Financial statement review with owners and managers.

Advise + sync third party apps

included

How to use and sync third-party apps with software if needed.


Interactive Bookkeeping (Most Popular)

Interactive is great for the business that wants more detail about their performance and who also wants to outsource more of the work for bills, invoices, and collections. In addition to the services offered by Just the Basics, Interactive provides these additional benefits:

The Basics

Starting at $1,250 per month

Monthly Reconciliation, Reports, Adjustments, reclassifications, closing of accounting. Semi-annual Review. Advise +sync third party apps.

QuickBooks Online Plus or Pro

Paid for by client

Plus or Pro, Premier, or Enterprise (client software, in a hosted environment paid by client).

Invoicing + processing assistance

included

Includes recurring customer invoicing, bill, bill payment, and merchant processing assistance/maintenance.

Customized reports

included

To meet client specific requests.

Job Costing and Classes

included

Setup and assistance on how to handle.

Quarterly Review of Financial Statements

included

Financial statement review with owners and managers.

Training

included

Training on how to use specific features of the software.


Hands Off Bookkeeping (Best Value)

Bookkeeping based on QuickBooks Online Plus, QuickBooks Desktop (Pro, Premier, or Enterprise) (client software, in a hosted environment paid by the client). Hands Off is perfect for a business that wants to outsource the vast majority of its bookkeeping functions and wants to benefit from the expertise of trained professionals to evaluate the health and performance of the business regularly. With Hands Off, our team will develop key performance indicators (KPIs). Hands off includes:

Interactive

Starting at $2,750 per month

Everything included from Interactive, above.

Develop KPIs

included

Develop KPI’s and offer advice based on results.

Payroll

included

Payroll assistance/submission using third party payroll service.

Tax Documents

included

Create and send 1099/1096 to Independent contractors and IRS.

Sales Tax

included

Sales Tax form preparation

Accounts Receivable and Payable Analysis

included

(Only when invoiced through QuickBooks)

Accounts Payable Analysis

included

(Only when using the bill feature in QuickBooks)

Expenses Analysis

included

Detailed Expenses and Cost of Goods Sold analysis monthly.

Monthly Revisions

included

Monthly Revision with company owners Onsite, Remote and/or at our office.

Unlimited Support Training

included

For owners and staff.

All software subscriptions paid for by client.

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