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Bookkeeping

Jazz's Office is NOT an accounting firm. I am the liaison between Small Businesses and their Accountant. I will gladly accept your shoebox of receipts and turn it in to something your accountant can use.

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I am fluent in QuickBooks® Desktop and Online and a Certified Advanced ProAdvisor for QuickBooks® Online, and I am tech savvy enough to operate any accounting software you would like.  Some prices are based on the software used.

 

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  • Phone consultations are FREE!

  • Bookkeeping Assessment - $175 to connect to your accounting file remotely and evaluate what you need. 

    • You will receive an NDA before we begin to give you peace of mind that your information is safe. 

    • After the assessment, you will receive a quote.

      • ​Cleaning up and entering back data (more than 60 days old). 

      • Monthly Charge for account upkeep as outlined below in “Bookkeeping Bundles”

        • Daily/Weekly – Manage Accounts.  Classify transactions

        • Monthly – Reconcile Accounts.  Provide monthly P&L, Balance Sheet and Statement of Cash Flow 

        • Quarterly – Maintain Accounts.  Provide quarterly P&L, Balance Sheet and Statement of Cash Flow 

        • Yearly – Close Books.  Provide annual P&L, Balance Sheet and Statement of Cash Flow 

  • Accept and Setup - One-time setup fee of for new companies or non-QBO entities. 

    • This fee is waived if you assign my company as Accountant in your established QuickBooks ® Online file. You can remove this access at any time

    • We will sign an Engagement letter so you know exactly what my scope of services will be for your needs.

  • Rock and Roll!  I'll will get started as soon as you say "go!"

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I also accept the overflow work accounting firms have during tax season to assist and will never directly market your clients.

 

My Promise...

I will uphold the bookkeeper oath by choosing to act with honesty, objectivity, confidentiality, and professionalism in all interactions with my clients and on behalf of my clients to the best of my ability and judgement.  

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