Setup
- Includes an initial interview assessing your business and identifying the type of information you need to successfully run your business.
- Getting clients setup with QuickBooks online services to readily provide requested and necessary reports.
- Also includes linking bank accounts, credit card and loan accounts, and creating rules for recurring and memorized transactions.
Cleanup
- Includes a lookback at existing transactions and reclassifying them to provide client with that information.
- Looking at clients’ books, reports, P&L statements, and balance sheets to ensure that financial data has been put into the correct categories and represented correctly.
- Re-examining financial data and entering information that may be missing or the details associated with financial numbers (such as: descriptions, classes, locations, product & item lists).
- Assessing what information the client will readily need on demand.
Bookkeeping Packages
Royal Basics Services
Royal Supreme Services
Royal Basics Services
The Royal Basic package is perfect for startup small businesses and entrepreneurs, sole-proprietorships/partnerships, and single-member LLC's without staff and inventory.
*Payroll services and inventory management not available in the Royal Basics package.
Royal Plus Services
Royal Supreme Services
Royal Basics Services
The Royal Plus package is an excellent package for established small businesses, regardless of business structure. Royal Plus is also perfect for small businesses that need payroll services.
*Inventory management services not available in the Royal Plus package.
Royal Supreme Services
Royal Supreme Services
Royal Supreme Services
The Royal Supreme package is an all-inclusive bookkeeping service for all small business structures also seeking payroll and inventory management services. Access to a full range of financial reports and information such as P&L statements, expense reports, sales and customer reports, and financial trends.