Reconciled accounts, a profit and loss, a balance sheet and a clear list of open questions. Work directly with Mitt. Monthly service starts at $500, with your scope and fee agreed in writing.
You send statements by the 7th; your proposal states your report date.
The same package every month, so you always know what you'll get.
Each account included in your scope tied to its statement, with no forced differences.
Reviewed monthly reports you can read, plus reconciliation status.
One consolidated list each month, instead of scattered emails.
These prices give you an idea of what to expect. I’ll review your QuickBooks account and provide a quote based on your transaction volume and complexity.
Straightforward books with fewer moving parts.
$500per month
Often a fit for businesses under $500k in annual revenue.
More activity and a few additional details to keep organized.
$750per month
Often a fit for businesses with $500k to $1 million in annual revenue.
More accounts, more activity, and more to reconcile.
$1,000+per month
Often a fit for businesses with $1 million to $2 million in annual revenue.
These are guidelines, not packages to choose from. Revenue is one reference point, not a pricing rule. I determine your monthly fee after reviewing the books, and your quote may differ from these prices.
Book a free call to see which tier fits, or ask in writing. Your scope and fee are agreed in writing before anything starts.
You deal with the person doing your books: questions, reports and changes all come to and from Mitt.
Mitt Patel, owner · Certified QuickBooks ProAdvisor
An invented business, clearly labelled, so you can see the reports before you talk to us.
The same rhythm every month, so you always know what's next.
Statements for each account in your scope by the 7th, through one checklist.
Import, remove duplicates, match payouts to invoices and reconcile each account in your scope.
Deposits, loans, equipment, payroll and anything unusual, with questions written up once.
Once questions are answered, the close is reviewed and you get reports and a short written summary.
One checklist and one reminder list. No chasing.
An invitation from your software to our firm, never your password.
Statements for each account in your scope, plus any receipts we ask about.
About deposits, large purchases and new loans.
New accounts, vehicles, equipment financing or staffing changes.
So there are no surprises about who does what.
Switch between workflows or click any step. Every figure is invented.
Three accounts · August 1–31 · duplicates caught before they count
| 08/02 | SQUARE PAYOUT | 2,910.00 | Imported |
| 08/04 | SUPPLY HOUSE #221 | -1,212.40 | Imported |
| 08/09 | SHELL OIL 5738 | -96.40 | Imported |
| 08/09 | SHELL OIL 5738 | -96.40 | Duplicate |
| 08/15 | TRANSFER TO SAVINGS | -2,000.00 | Transfer |
Routine lines follow your rules; anything new or unusual gets a second look.
| SUPPLY HOUSE #221 | -1,212.40 | UncategorizedJob materials |
| HOME DEPOT 0921 | -412.18 | UncategorizedJob materials |
| ADOBE *CREATIVE CLD | -59.99 | UncategorizedSoftware |
| NJ MVC AGENCY | -91.00 | UncategorizedVehicle |
| ZELLE FROM R RIVERA | 1,500.00 | UncategorizedAsk the owner |
Card payouts matched to what customers actually paid, with fees kept separate.
Anything over $75 gets a receipt or a note, gathered in one friendly message.
The books have to equal the bank. No plugs, no forced differences.
Big changes from last month get explained before anything is final.
Reviewed by Mitt Patel before they reach you.
Read-only access you control. Nothing is changed during the review.
Everything after this point is built on numbers we've both checked.
Each month is tied to its statements before moving on.
Every correction is listed so you and your preparer can see what changed.
You get the catch-up reports and a list of every fix.
New hires, raises and time off go in before the run, not after.
Compared against last run so surprises get caught early.
You see the totals and approve from your phone.
Approve payrollApproved by owner · 9/10 10:14 AM
The provider moves the money and handles payroll tax filings.
Entries recorded from the provider's report, liabilities reconciled.
The year is only as good as its last month.
Contractors, totals and W-9 status, gathered for whoever files the forms.
| Subcontractor A | W-9 on file | 41,200.00 |
| Subcontractor B | W-9 on file | 18,600.00 |
| Design studio LLC | W-9 requested | 2,400.00 |
With the paperwork attached, not guessed from bank lines.
So nothing surprises your preparer in March.
Reports, schedules and open items, sent together.
A short call is the fastest way to see whether we're a fit. Pick a time, or ask in writing if you'd rather. Nothing is agreed until you accept a written proposal.
