Bookkeeping

stephanie mcguirt quickbooks and bookkeeping professional

Offering monthly bookkeeping services as well as customized solutions based on analysis of workflows and systems.

Do you fall into one of these two categories?

1.

You’re just starting your business and you know that you don’t want to be your own Bookkeeper.  You’re ready to outsource now!

2.

You’ve been in business for a while and have been managing all activities, including the bookkeeping. You no longer have valuable time to “wear all the hats” and could really use a hand.

No matter which category you fall into, we'll work together so that you'll have more:

Time to spend on your business and with family instead of worrying about and managing #AllTheThings.

Freedom and the clarity needed to focus on the bigger picture.

Time and energy to not only focus on your business but also yourself—helping you find the necessary space to grow and evolve.

As a small business owner myself, I understand the time restraints and pain points many fellow business owners face. I work alongside clients to implement solutions that will give them valuable time back and release blockages in systems and workflows. In working together, we'll build solutions based on your unique needs—without using a "one size fits all" approach.

Bookkeeping

How We'll Get Started

........................................

"Oh no! Something's not quite right with the books. I'm not sure what to do!"

IT'S TIME FOR A
QB A to Z - QUICKBOOKS FILE REVIEW!

 
We'll determine exactly which areas of your QuickBooks data need to be cleaned up, how much it will cost, and the ideal on-going support option that's the best for your budget and needs.

IN JUST A FEW DAYS,YOUR REVIEW IS COMPLETE!
 
You'll receive an easy-to-understand summary report and a 16-point checklist detailing findings.

 

CHOOSE
YOUR OWN
ADVENTURE!

 
1. Let us take care of the QuickBooks clean-up!
2. Use your file review summary as a "road map" to fixing data when working with a Bookkeeper on your staff or elsewhere.

Let's make great things happen!

Stéphanie understands creative services in general and video production in particular. I would recommend her to any small business owner looking for help. She is efficient, organized, and I appreciate her hard work!”

Dave H., iFilm Productions

iFilm Productions

How We'll Work Together:

QB A to Z - QuickBooks File Review


Designed for the business that wants a comprehensive file review as well as a deeper dive into accounting processes currently in place.

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The QB A to Z- QuickBooks File Review is the first step toward determining the exact areas of your QuickBooks data that need cleaning up, how much it will cost, and the ideal on-going support option that's the best fit for your budget and needs.

Includes:

 Review of QuickBooks file with detailed feedback and recommendations. We'll look at important areas starting at company set-up all the way down to the financial statements.

 If you're not using QuickBooks optimally, we'll make suggestions on how you can get the most out of the software.

What you get:

A comprehensive evaluation of your QuickBooks data packaged in a checklist and summary report detailing areas covered, data and/or software issues, as well as our recommendations for improvement.

Upon completion, you'll also receive a custom quote for data clean up, which is conducted based on review findings. You can hire us to do the job or use the file review summary as a "road-map" to fixing data when working with a Bookkeeper on your staff or elsewhere.

$300

QuickBooks
Setup


Perfect for the new business that is ready to setup their QuickBooks file.
.

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Includes:

 Review of current accounting system and processes.

 Software installation.

 Setup of Chart of Accounts.

 Setup of the item list. This includes services, inventory or non-inventory parts, other charges, and sales tax.

 Determine on-going accounting needs and support (Payroll, accounts receivable, accounts payable, etc).

 Unlimited email and phone support during setup and for 30-days post completion.

 

What you get:

Company data in QuickBooks as well as basic 1-1 training on how to use the software for your specific needs.

 

Starting at $395

Monthly
Bookkeeping


Ideal for the business that just needs a hand or requires full business management support with daily financial activities.

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Base services include:

  • After-the-fact bookkeeping for up to 1 bank and 1 credit card account.
  • Importing transactions within Bank Feeds Center.
  • Applying customer payments.
  • Monthly reconciliations.
  • Monthly financial reports.
  • Year-end 1099 and/or W-2 Filing.
  • Unlimited email and phone support.

 

Add-on services include:

Payroll: You submit employee hours and don't worry about the rest. This includes full-service payroll processing for up to 5 employees.

Accounts Payable: Management of vendor bills, and scheduling and posting payments. Up to 100 transactions per month.

Accounts Receivable: Management of customer invoices, overseeing and posting payments, on-going cash flow improvement system. Up to 100 transactions per month.
 
 

Fees

  • Base service: $300 per month
  • Base +1 Add-on service: $625 per month
  • Base +2 Add-on services: $835 per month
  • Base +3 Add-on services: $1,035 per month

 

What you get:

Up-to-date books and financials as well as the guidance and tools to make sure your business runs smoothly and cost-effectively.

If any of the above options are not quite the right fit for your needs, we're happy to provide custom pricing.

Contact me for more details.

Starting at a base fee of $300 per month

Not seeing an option that fits your unique needs? Please contact me for a customized quote.

Are we a Good Fit?

We’re a good fit if:

 You’re a small business, a freelancer, or you have a side-passion that’s turning full-time.

 You’re primarily service-based.

 You’re using or plan to use QuickBooks Online.

 You already have or you’re willing to work with a Tax Preparer.

We may not be a good fit if:

 You need a full-time and on-site Bookkeeper.

 You’re not open to cloud technology and working virtually.

 You’re using an accounting software other than QuickBooks with no plans to migrate.

 You need tax help, but do not plan to work with a Tax Preparer.

If everything you’ve read so far sounds good, then head over to the contact page to answer a few simple questions about your business. You'll then receive an email with available times to schedule a free 15-minute discovery call.

Learn more about the story behind my services here!

Be sure to stop by the Q+A page for answers to frequently asked questions.