Additional Business Services
Add-On | Description | Fee (Tucson, Az) |
QuickBooks Online Chart of Accounts Setup | Customized setup and organization of your QuickBooks Chart of Accounts based on your business needs and industry. |
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1099-NEC Processing / Contractor Setup | Administrative support for contractor setup, W-9 collection, and 1099-NEC filing preparation. Filing platform fees may apply. Additional fees may apply for high-volume or complex contractor classification situations. |
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Payroll Support - Monthly Review | Payroll record organization and payroll system support |
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Receipt Management | Organization and management of receipts and supporting documents to help maintain accurate bookkeeping records and improve transaction tracking. |
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Fixed Asset & Depreciation Tracking | Tracking and organization of business fixed assets, including recording purchases, disposals, and depreciation activity for bookkeeping and financial reporting purposes. |
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Estimated Tax Payment Assistance | Administrative assistance with quarterly estimated tax payment reminders, organization, and payment submission support based on client-provided information. |
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Accounts Receivables Tracking | Accounts receivable support, including customer invoice tracking, payment monitoring, and basic follow-up assistance to help maintain organized receivable records. | "Quote based on invoice volume, aging, and follow-up scope" |
Accounts Payable Tracking | Accounts payable support, including vendor bill tracking, payment scheduling assistance, and organization of outstanding payables to help maintain accurate financial records. | "Quote based on bill volume, vendor count, and automation level" |
Job Costing / Class Tracking | Setup and support for job costing, customer projects, classes, or location tracking to help monitor profitability, income, and expenses by project or business segment. | "Quote based on project structure and reporting frequency" |
Pricing listed reflects general base service rates and may vary depending on transaction volume, business complexity, number of accounts, cleanup condition, payroll size, filing requirements, responsiveness, and overall scope of work. Additional fees may apply for historical corrections, multi-state activity, inventory management, expedited services, or complex compliance matters.
Custom Pricing & Special Project Services
Custom pricing provided after discovery call. We assess scope, complexity, and your specific needs to ensure accurate engagement fees.
Cleanup / Catch-Up (any complexity level)
Review, correction, and organized and prepared for tax preparation purposes.Light
Standard
Full
Best for businesses up to 3 months behind with 1 to 2 accounts and a single entity.
Estimated turnaround: 2 weeksStarting at$600
Designed for businesses 4 to 6 months behind with up to 3 financial accounts under a single-member business. Estimated turnaround: 3 to 4 weeksStarting at$1,200
Recommended for businesses that are 7 to 12 months behind, have 6 or more financial accounts, operate multiple entities, or are taxed as partnerships or S corporations. Estimated turnaround: 4 to 6 weeksStarting at$2,500
Final pricing depends on the number of months, transaction volume, account count, data quality, and complexity of the records provided.Cleanup packages vary based on the amount of work involved, including how many months the books are behind, the number of accounts needing review, and whether multiple businesses or entities are involved. "Contact for custom quote based on period, complexity, and data condition"
Custom pricing applies to special projects, complex cleanup work, historical corrections, multi-state activity, inventory-heavy businesses, large transaction volume, expedited requests, or services that fall outside standard monthly bookkeeping scope. Pricing will be determined after review of the business needs, records condition, and overall project complexity.
What’s Included in Every Tax-Ready Books Packages
Bank & Credit Card Reconciliations
Bank account and credit card reconciliations to ensure your books match your actual financial activity
Transaction Categorization
Proper transaction categorization so your financial reports are clear, organized, and meaningful
Cleanup Summary Report
A written cleanup summary outlining issues identified, corrections made, and important items to review with your tax professional or accountant
Profit & Loss Reports
Updated Profit & Loss and Balance Sheet reports
Cleanup Completion Commitment
To qualify for this commitment:
- Access to QuickBooks, bank accounts, and credit card accounts must be provided within 5 business days of signing the agreement.
- Client questions and document requests must be answered within 48 business hours during the engagement.
- The work performed must remain within the agreed cleanup scope and package originally approved.
This commitment does not apply to:
- Situations where the actual scope of work exceeds the selected package. If additional complexity is identified, a revised quote or package adjustment may be required.
- Delays caused by missing access, incomplete documentation, or unanswered requests.
- Services outside standard bookkeeping cleanup work, including tax return preparation, payroll corrections, forensic investigations, or advisory/consulting services.
Full terms and conditions are outlined in the service agreement prior to payment and engagement approval.
Pricing may vary depending on business complexity, transaction volume, cleanup condition, payroll activity, and scope of work. Additional fees may apply for special projects, historical cleanup, or expedited services. All services are provided within the scope of a professional bookkeeping practice.