Our plans are tailored to you!
We offer flexible and personalized plans to fit every business type.
Included in every package
Monthly or Quarterly Service
Transaction Management
We will handle all of your transactions through QuickBooks Online. We categorize them and place them in the correct accounts to accurately reflect on your financial reports.
Reconciliation of Accounts
We reconcile all of your accounts: checking, savings, credit cards or loans. We access your accounts completely virtually and our process is 100% safe and secure.
Financial
Reports
Financial reports are provided monthly or quarterly. The base reports include a Balance Sheet and Profit & Loss, and other reports are available upon request.
Package Add-ons
Personalize your bookkeeping package to get exactly what you are looking for!
Choose the add-ons you need when signing up for ongoing services.
Payroll Setup & Support
Provide payroll services using information provided through the payroll software and time tracking method of your choice
Assist with on-boarding employees and setup of direct deposit
Ensure your business payroll is compliant with your industries requirements
Accounts Payable
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Manage your bills that are owed to vendors
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Pay your bills for you on time so that you never accrue late fees or interest
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View reports with A/P amounts in detail for easy follow through
Tax Planning & Prep
Start now with tax planning and prep for your business
Our trusted tax partners, will give you amazing deals on their tax services through our bookkeeping packages
Get the tax return you deserve while maximizing your deductions
Class Tracking
Keep track of your income and expenses by location, department, event, property, product/ service, and other categories for reporting and tax purposes.
Track your Balance Sheet by class
Run other detailed reports by class
Accounts Receivable
Manage customer / client accounts with balances owed to you and receive payments
Invoice and receive payments from your customers/clients
View reports with A/R amounts in detail for easy follow through
Sales Tax Filing
File your sales tax collected monthly, quarterly or yearly
Setup correct sales tax rates in QBO for invoicing
Collect, track and remit sales tax on time and avoid late fee filings
Catch-up / Clean-up
Review current books and assess what work may need to be done
Complete your back-work from when your last tax return was filed
Clean-up any mistakes and add what is needed to do your books and get them up to date
Job Costing
Get a bird's eye view of all your projects, all in one place
Easily track labor costs, payroll, and expenses with job costing
See project profitability in a glance with clear dashboards and reports
Legal Questions
Get answers about your business questions fast
CorpNet, our trusted legal partner, will help you with any legal concerns and compliance for your specific business
Serving businesses in all 50 states
Perks when you choose us
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Get the lowest pricing on QuickBooks and other Intuit products through us! Get your first 30 days free and 30% off your first year on select QuickBooks subscriptions!
Have access to the lowest rates possible when setting up QuickBooks Payments for invoicing with no monthly fees!
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Get detailed work and precise organization with our team! We take pride in our high-quality work and strong relationships while listening to your needs!
Other Offers
Do-It-Yourself Bookkeeping Setup & Training
Are you a new business owner or don't have a bookkeeping system in place yet?
We will start you off on the right foot by giving you step by step instructions to get QBO and QBO Payments set up with the lowest rates available and train you to use the program so you can run your own financials and make sound financial decisions.
Referral Program for our Bookkeeping Clients
When signing up for a bookkeeping package, you are eligible to receive our referral benefit!
All of our clients will get one month at 50% off for each referral who signs up for a bookkeeping package! Referrals sent to us from a current bookkeeping client will receive their first month at 50% off as well! Please email us the referral infomation to
to get the discount.
QuickBooks & more for the lowest prices & rates!
Get the absolute lowest cost available for QuickBooks and Intuit Solutions!
Click below to see the discounted prices and rates compared to retail cost and place your order!
If you need help making your purchase or have any questions about how to place your order, please contact us at info@finerfinancials.com