Supporting with integrity
Reliable online bookkeeping solutions to elevate your finances
Supporting with integrity
Reliable online bookkeeping solutions to elevate your finances
Bookkeeping Service Packages
Service Packages to meet your needs
As a ProAdvisor with QuickBooks, I will provide you with accurate and timely financial information with your online bookkeeping to help you make informed decisions. Upon an initial client needs assessment, we can offer a customized plan for you of monthly bookkeeping services to perform.
✔ Bring bookkeeping up to date on QuickBooks Online platform
- Support transferring online bookkeeping from other individual or firm (if applicable)
- Set up QuickBooks Online company file
- Collect all prior statements and financial documents
- Determine Chart of Accounts, Recurring Transactions and set up Rules
- Use bank feed and categorize, match and reconcile entered monthly transactions
- Research and determine any financial discrepancies
- Provide updates and other financial reports
✔ Ongoing bookkeeping on QuickBooks Online platform
- Download, categorize and classify bank transactions with online bookkeeping
- Reconcile monthly bank, credit card and other financial statements
- Maintain Accounts Receivable and Accounts Payable (AR/AP)
- Share Profit and Loss statements, Balance Sheets and Statement of Cash Flow reports
- Provide ongoing updates and other supportive financial reports
✔ Consulting services
- Serve as a QuickBooks consultant and schedule calls through Zoom or other communication platforms
- Provide Loom walk-through recordings for support with online bookkeeping on QuickBooks Online platform
- Review bookkeeping for inconsistencies, or accuracy in reports as a trained QuickBooks ProAdvisor
- Provide recommendation of transaction edits
- Share supportive resources and QuickBooks Online training opportunities
✔ Employee payroll services
- Request new hire documentation and complete necessary paperwork
- Approve timecards by employees and process regularly scheduled payroll
- Ensure regular federal and state payroll tax payments are paid
- Ensure regular federal and state payroll taxes are filed
- Ensure worker's compensation insurance is in place and reported as necessary
- Issue end of year W-2s and 1099s
Our Bookkeeping Pathway
Pick a Plan for a New or Existing File
Pick a Plan for a New or Existing File
Pick a Plan for a New or Existing File
If you're new to online bookkeeping, I offer new clients 50% off a QuickBooks subscription for 3 months, or grant a 12-month discount of 15% on a QuickBooks subscription as your QuickBooks ProAdvisor.
Invite me as an Accountant
Pick a Plan for a New or Existing File
Pick a Plan for a New or Existing File
Invite me as a managed user on your new or existing company file. With access to your company, I can take care of your online bookkeeping by categorizing your transactions, reviewing your books and making corrections.
Keep Track under My Accountant
Pick a Plan for a New or Existing File
Share Documents within QuickBooks Online or Google Drive
Communicate and collaborate with me directly from within the QuickBooks Online platform for your online bookkeeping. We can share requests, keep a conversation log per request and upload files for your projects.
Share Documents within QuickBooks Online or Google Drive
Share Documents within QuickBooks Online or Google Drive
Share Documents within QuickBooks Online or Google Drive
Share scanned files directly within your secured QuickBooks Online access or through a shared Google Drive folder.
QBO Shared Documents - Receipt Snap - Email Receipt to QBO - Google Drive Scan
Receive Comprehensive Reporting
Share Documents within QuickBooks Online or Google Drive
Receive Comprehensive Reporting
I can provide a standard Profit and Loss, Balance Sheet, Statement of Cash Flows and any other important details on a regular basis for your online bookkeeping. Getting prepared for taxes would be as easy as a report export!
Pay Invoices Easily
Share Documents within QuickBooks Online or Google Drive
Receive Comprehensive Reporting
Per our contracted agreement for your online bookkeeping, Remote Integrity Solutions will issue a monthly invoice that you can easily pay with a card or ACH. All invoices will include a 3% processing fee.
Virtual Assistance
Are there any additional projects that you may need support with outside of managing your finances and bookkeeping? Below are some tasks and projects that I assisted either as a direct hire or a remote Virtual Assistant.
If you have a need, let me know and I could possibly see how I can fill it!
Admin / Project Management
- Maintaining and updating content on company websites (Experience with WordPress)
- Creating projects using Microsoft Office and Google Docs: Word, PowerPoint, and Excel (Experience with Visual Basic)
- Responding to and organizing company emails
- Scheduling appointments and managing calendars
- Creating online business websites (Experience in Google Business, Google Workspace, Glass Door)
- Management of inventory (Experience with Sortly)
HR / Employee Management
- Contacting job candidates to schedule interviews
- Interviewing job candidates
- Onboarding new hires, providing necessary training
- Establishing services for employee benefits such as Medical and Dental
- Providing email updates to employees
- Designing and formatting company handbooks