WHAT I OFFER

CATEGORIZING INCOME + EXPENSES

MONTHLY BANK RECONCILIATIONS

MANAGING RECEIVABLES + PAYABLES

RECEIPT DOCUMENT MANAGEMENT

FINANCIAL STATEMENT ANALYSIS

HISTORICAL CLEANUP + PAYROLL MANAGEMENT PLUS MORE...

What to Expect when partnering with Quartz Bookkeeping Services:

  1. More time to focus on your business, customers, and family


2. Increased knowledge about how your business is doing financially


3. Have a proactive approach to your taxes and expenses rather than reactive


All bookkeeping packages are custom created to fit exact business needs.

NO LONG TERM COMMITMENT


NO SURPRISE FEES


BANK LEVEL SECURITY - NO PAPERS NEEDED

Bookkeeping services packages






*Quartz bookkeeping does not perform any tax preparation, file taxes, or give legal tax advice*

HOW DO i GET STARTED?

STEP 1: The Consultation

Click the button to schedule a FREE consultation. You will  answer a few questions to help me get an understanding of your needs. If we are in agreement after meeting, I’ll need read only access to your current bookkeeping application or latest financial statements and supporting documents so I can evaluate the volume of work.

Schedule my consultation

STEP 2: The Proposal

 After I review the current financials, I’ll provide you with a proposal detailing what services I’ll be providing and the monthly fee.  It will also contain our communication expectations.  We can add and take away services as needed until we are both happy with the outcome.  

STEP 3: The Contract

I will then prepare a final contract for both of us to sign. Keep in mind, this is a 30 day contract and can be canceled at any time by either party with 30 days written notice.  I realize that business needs change frequently and need the freedom to do so. 

STEP 4: The Set Up

I will link your accounts and credit/debit cards to the accounting software.  If you’re already using QuickBooks Online, you’ll grant me access to the platform and I can get started.