Services -Bookkeeping & Advisory
After the Fact Bookkeeping
Our After-the-Fact package includes basic reporting and an easy to understand explanation of your financials. Your records will be ready to present to your CPA for tax return preparation
Up-to-the-Minute Bookkeeping
Our Up-to-the-Minute package includes reconciliations of all your accounts
Bookkeeping: Manage daily transactions, Payroll: Management of payroll and taxes, Planning: Reporting and advice to support growth, Payables & Receivables: Management of suppliers.
and an up to the minute Profit & Loss and Balance Sheet each month.
Planning & Advisory Services
Planning & Advisory Services
Planning & Advisory Services” content ”Our Planning & Advisory services are for the business that is ready for more. This package includes everything from After-the-Fact and Up-to-the-Minute plus cash flow analysis, projections, and budgets .
Services- Conversions
Conversion Feasibility Review
Required Before All Projects
Every conversion begins with a secure file review.
This allows us to:
- Evaluate file size and complexity
- Identify data corruption or structural risks
- Review classes, inventory, payroll history, and integrations
- Determine best migration method
- Provide a fixed project investment
This fee is applied toward your project if you move forward.
Standard Migration
Best for clean, smaller QuickBooks Desktop files.
Ideal For:
- 1–3 years of data
- No inventory
- Minimal class tracking
- Limited integrations
- Under ~150,000 targets
Includes:
- File preparation and data mapping
- Secure conversion to QuickBooks Online
- Balance sheet and P&L verification
- A/R and A/P tie-out
- Opening balance equity correction
- C
Best for clean, smaller QuickBooks Desktop files.
Ideal For:
- 1–3 years of data
- No inventory
- Minimal class tracking
- Limited integrations
- Under ~150,000 targets
Includes:
- File preparation and data mapping
- Secure conversion to QuickBooks Online
- Balance sheet and P&L verification
- A/R and A/P tie-out
- Opening balance equity correction
- Chart of Accounts cleanup (light restructuring)
- 1 live training session (90 minutes)
- 14 days post-conversion support
Structured Migration
Complex / Enterprise Migration
Our most common tier.
Best for growing businesses with layered reporting needs.
Ideal For:
- Class or location tracking
- Payroll history
- Multiple bank or credit accounts
- Prior year discrepancies
- Accountant adjustments
- Moderate data cleanup required
Includes:
- Chart of Accounts restructuring
- Undeposited funds repair
- Historical balancing a
Our most common tier.
Best for growing businesses with layered reporting needs.
Ideal For:
- Class or location tracking
- Payroll history
- Multiple bank or credit accounts
- Prior year discrepancies
- Accountant adjustments
- Moderate data cleanup required
Includes:
- Chart of Accounts restructuring
- Undeposited funds repair
- Historical balancing adjustments (as needed for conversion)
- Secure conversion
- Financial statement validation
- A/R and A/P rebuild if required
- 2 live training sessions
- Workflow setup review
- 30 days post-conversion support
Complex / Enterprise Migration
Complex / Enterprise Migration
Designed for high-complexity files and Enterprise users.
Ideal For:
- QuickBooks Enterprise
- Inventory management
- Job costing
- Multi-entity structures
- Large data files
- Failed prior conversion attempts
- 5+ years of historical data
Includes:
- Custom migration strategy
- Staged or reconstructed conversion (if required)
- Inventory structure rev
Designed for high-complexity files and Enterprise users.
Ideal For:
- QuickBooks Enterprise
- Inventory management
- Job costing
- Multi-entity structures
- Large data files
- Failed prior conversion attempts
- 5+ years of historical data
Includes:
- Custom migration strategy
- Staged or reconstructed conversion (if required)
- Inventory structure review and reconfiguration
- Class/location remapping
- CPA coordination
- Parallel financial validation
- Multi-session training and transition planning
- 60 days post-conversion support
