Our Services

Focus on the things you enjoy doing in your business and remove the burden of keeping your accounting up to date. Your dedicated Bookkeeper provides you with an accurate financial view so you can make data-driven decisions!

What We Do

Service Features & Benefits

Customized bookkeeping to fit your business needs:

  • Account Reconciliation – Tax Preparation & Fraud Prevention – Reconciling electronic, automatic & manual transaction entries for checking, savings & credit card accounts

  • Monthly Financials- Know where your Business is at – Balance Sheet, Profit & Loss, Cash Flow Statement & General Ledger

  • Accounts Payable / Accounts Receivable- Save Time & Have Peace of Mind – Setup & track payments, credits, invoices & billing

  • Business Advisory – Develop your Business & Collaborate – Business consulting, Marketing Strategies & Collaborative Partners: Financial planning, Payroll & more.

 

Plan 1

Small Business
$145
  • Up to 150 transactions a month
  • Up to 3 accounts
  • All Transactions Entered into QuickBooks
  • Monthly Income Statement & Balance Sheet
  • Monthly Bank Reconciliations
  • Fast Customer Support from Your Dedicated Bookkeeper
  • 30 minutes of review monthly
  • Quarterly Efficiency Analysis
  • Paperless Document Filing
  • Payroll $11/paystub/month

Plan 2

Business Plus
$349
  • Up to 300 transactions a month
  • Up to 5 accounts
  • All Transactions Entered into QuickBooks
  • Monthly Income Statement & Balance Sheet
  • Monthly Bank Reconciliations
  • Vendor Processing Up to 10
  • Invoice Processing Up to 10
  • Fast Customer Support from Your Dedicated Bookkeeper
  • 60 minutes of review monthly
  • Quarterly Efficiency Analysis
  • Paperless Document Filing
  • Payroll $11/paystub/month

Plan 3

Business Advantage
$495
  • Up to 500 transactions a month
  • Up to 7 accounts
  • All Transactions Entered into QuickBooks
  • Monthly Income Statement & Balance Sheet
  • Monthly Bank Reconciliations
  • Vendor Processing Up to 20
  • Invoice Processing Up to 20
  • Fast Customer Support from Your Dedicated Bookkeeper
  • 90 minutes of review monthly
  • Quarterly Efficiency Analysis
  • Paperless Document Filing
  • Payroll $11/paystub/month

Catch Up Bookkeeping

Custom
  • For businesses who need their books cleaned & caught up

Training for QuickBooks

Custom
  • Every business owner wants to know where money is coming from and where it is being spent. Getting control of your finances gives you a feeling of mastery and security. QuickBooks puts this power in your hands, where you can access it daily if you want.

Setup of QuickBooks

Custom
  • Every business is unique. QuickBooks can be especially tailored to your business. Setting up QuickBooks properly is essential to future smooth accounting operations. When existing data is plugged in correctly, it makes sense to you and your reports give reliable information. You don’t have to be an accountant to use these dynamic programs, however, with the right set up, you can quickly think like one.

Payroll Processing

Custom

Project Management

Custom
  • We all have administrative tasks that need to be completed, but no one wants to do. And as a busy leader, you shouldn’t have to worry about those tasks! Let our Virtual Admins handle the day-to-day without adding to your overhead.

Virtual Admin

Custom
  • Our Project Managers bring an unbiased view of strategic initiatives your company has. We lead cross-functional teams to deliver successful projects by managing scope, budget, and timelines.

Bookkeeping

  • Good bookkeepers are hard to find. The Intuit Bookkeeping team maintain excellant communication skills, multi-industry experience, QuickBooks™️ acumen, and accounting prowess.

Dedicated U.S. Bookkeepers

  • We do not source our accountants from outside of the US to handle your sensitive work.

Vendor Management & Bill-Pay

  • We provide vendor profile updates, W9 monitoring, vendor bill entry, unpaid bills reporting, cash position reporting, payment approval requests, and bill payment transmission either through the bank or prepared for printing locally for you to sign and send.

  • We can customize an AP Management procedure that meets your needs and comfort level.

  • We will help you to streamline the bill payment process, keep a strict audit trail so we can determine who paid what and when, and manage your vendor inquiries.

  • We have acquired new clients that were vendors of existing clients simply because they like the way AP was being managed under our care.

Document Management & Record Keeping

The future of business is paperless and accessible on demand. Intuit Bookkeeping provides each of our client entities with a paperless Client Portal that is arranged just like those you would find in any office accounting department.

  • The Client Portal is accessible only to your Intuit Bookkeeping accounting team and any users that you have provided with access to the desktop. Should you wish to grant an internal user access to your QuickBooks™️ file but restrict them from seeing other items in your Client Portal, we can provide a tiered permission access as well.

24/7 Secure Access

  • Not only do we provide our clients with an experienced and highly trained Bookkeeper, we also provide a full accounting department environment with QuickBooks™️ and our Client Portal where all of the work can be performed and stored. This secure platform always boasts the latest version of QuickBooks™️ online.

  • We ensure 24/7 web access using multifactor authentication. Intuit Bookkeeping couples the convenience of anywhere/anytime access with the latest security technology so your company stays connected and safe as it grows.

Data Redundancy & Encryption

  • In any business environment redundancy and security are crucial. We protect your virtual accounting department with state-of-the-art technological solutions that are built to withstand malicious acts and natural disasters.

 

Billing Services

  • Many small business owners are busy with operations and leave their billing as something to be done later. Unfortunately, this can lead to cash flow problems which affect the growth and stability of your business. We structure and manage the timely billing of time or services, so you have more predictable cash flow and free time.

  • Coaches, Consultants, Educators, Freelancers, Attorneys, and Service-Based Business Owners

 

  • If your invoicing is best serviced in-house? The Intuit Bookkeeping team can provide training, so your invoicing is handled properly ensuring your financial reports are accurate.

Budgets & Forecasting

  • Your Intuit Bookkeeping team can provide guidance, so you build a reasonable projection of future earnings and spending. We help you learn the standard for your industry and develop a budget that makes sense.

    Smart decisions are made by business owners and households that watch their trends and make decisions based on accurate data. Your dedicated Intuit Bookkeeper can prepare custom financial reports that are available on demand and packaged neatly for distribution each period.

    At Intuit Bookkeeping, we are here to help you understand your finances and plan for the future.

Web Meetings

  • One of the staple tools to our success as a virtual accounting service is the use of web-meetings to enhance communications with our clients, their teams, and tax accountants.

    Web meetings allow us to work with clients successfully regardless of conditions such as their office environment, location, disparate team members, etc.

    We always perform training via web meeting and will often record the session so our client trainees can reference it later.

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CONTACT US:

Telephone: 858-255-0991
Mailing Address: PO Box 910710, San Diego, CA 92191
Email address: elizabeth@intuitbookkeeping.com