Our plans are tailored to you!

We offer flexible and personalized plans to fit every business type.

Included in every package

Monthly or Quarterly Service

Transaction Management

We will handle all of your transactions through QuickBooks Online. We categorize them and place them in the correct accounts to accurately reflect on your financial reports.

Reconciliation of Accounts

We reconcile all of your accounts: checking, savings, credit cards or loans. We access your accounts completely virtually and our process is 100% safe and secure.



Financial reports are provided monthly or quarterly. The base reports include a Balance Sheet and Profit & Loss, and other reports are available upon request.

Package Add-ons

Personalize your bookkeeping package to get exactly what you are looking for!

Choose the add-ons you need when signing up for ongoing services.

Payroll Setup & Support

  • Provide payroll services using information provided through the payroll software and time tracking method of your choice

  • Assist with on-boarding employees and setup of direct deposit

  • Ensure your business payroll is compliant with your industries requirements

Accounts Payable

  • Manage your bills that are owed to vendors

  • Pay your bills for you on time so that you never accrue late fees or interest

  • View reports with A/P amounts in detail for easy follow through

Tax Planning & Prep

  • Start now with tax planning and prep for your business

  • Our trusted tax partners, will give you amazing deals on their tax services through our bookkeeping packages

  • Get the tax return you deserve while maximizing your deductions

Class Tracking

  • Keep track of your income and expenses by location, department, event, property, product/ service, and other categories for reporting and tax purposes.

  • Track your Balance Sheet by class

  • Run other detailed reports by class

Accounts Receivable

  • Manage customer / client accounts with balances owed to you and receive payments

  • Invoice and receive payments from your customers/clients

  • View reports with A/R amounts in detail for easy follow through

Sales Tax Filing

  • File your sales tax collected monthly, quarterly or yearly

  • Setup correct sales tax rates in QBO for invoicing

  • Collect, track and remit sales tax on time and avoid late fee filings

Catch-up / Clean-up

  • Review current books and assess what work may need to be done

  • Complete your back-work from when your last tax return was filed

  • Clean-up any mistakes and add what is needed to do your books and get them up to date

Job Costing

  • Get a bird's eye view of all your projects, all in one place

  • Easily track labor costs, payroll, and expenses with job costing

  • See project profitability in a glance with clear dashboards and reports

Legal Questions

  • Get answers about your business questions fast

  • CorpNet, our trusted legal partner, will help you with any legal concerns and compliance for your specific business

  • Serving businesses in all 50 states

Outsourced CFO Services

  • Specialized Reporting

  • Accountability 

  • Assistance with outside software

  • Management 

  • Budgeting

  • KPI Development

  • SOP Development

  • Aligned Vision, Mission, & Core Values

  • Strategic Planning

  • Forecasting

Perks when you choose us

  • Get the lowest pricing on QuickBooks and other Intuit products through us! Get your first 30 days free and 30% off your first year on select QuickBooks subscriptions!

  • Have access to the lowest rates possible when setting up QuickBooks Payments for invoicing with no monthly fees!

  • Get detailed work and precise organization with our team! We take pride in our high-quality work and strong relationships while listening to your needs!

Other Offers

 Do-It-Yourself Bookkeeping Setup & Training

Are you a new business owner or don't have a bookkeeping system in place yet?

We will start you off on the right foot by giving you step by step instructions to get QBO and QBO Payments set up with the lowest rates available and train you to use the program so you can run your own financials and make sound financial decisions.

Referral Program for our Bookkeeping Clients

When signing up for a bookkeeping package, you are eligible to receive our referral benefit! 

All of our clients will get one month at 50% off for each referral who signs up for a bookkeeping package! Referrals sent to us from a current bookkeeping client will receive their first month at 50% off as well! Please email us the referral infomation to


           to get the discount.

QuickBooks & more for the lowest prices & rates!

Get the absolute lowest cost available for QuickBooks and Intuit Solutions!

Click below to see the discounted prices and rates compared to retail cost and place your order!

If you need help making your purchase or have any questions about how to place your order, please contact us at info@finerfinancials.com