Services and Financial Health Checks

Because you need more than software for business success, you are provided timely and quality remote bookkeeping services.

An average in-house bookkeeper is ~$72K/year (fully loaded costs). For small clients the cost is ~$12K/year and for the largest individual businesses the cost is ~$54K/year for monthly bookkeeping. This includes meeting quarterly to calibrate on your financial goals. Additional services such as weekly or monthly meetings, payroll management, business consulting and analytics, as well as overall business coaching are available as well.

It happens to the best of us. Times get hectic and record-keeping efforts get set aside. Do not spend your valuable free time managing reconciliations and comparing cash flow to receivables — call us instead. The team are reconciliation and project management experts that will make sure your records are accurate and easy to understand, giving you the footing you need to make better decisions and meet your internal and external reporting needs. 
                                  (Starting at $800/month)
  • This package includes a subscription to QuickBooks® Online​, paid for by CW Bookkeeping, LLC*
    • Please note: Payroll and other 3rd party apps connected to your QuickBooks® Online Plus system may be an additional monthly fee as set by the vendor (NOT covered by CW Bookkeeping, LLC). These include QBO 1099 processing fees, payroll application providers, e-commerce centric applications and 3rd party payment processor applications. 
  • Base services 
    • Reconcile accounts
    • Accounts Receivable Support & Accounts Payable Support (A/R and A/P Management is provided at an upcharge) 
    • Maintain data feeds
    • Maintain Vendor, Customer, and Employee lists
    • Issue monthly management reports
    • Quarterly Financial Health Check Meeting
    • Max 3 business day communications turnaround
    • Support your preferred Tax Professional
  • Additional Services offered (upcharges)
    • A/P Management
    • A/R Management
    • Payroll Management
    • Payment Processor Integrations
    • Business Analytics reports
    • Weekly working on your business meetings
    • Monthly financial review meetings
    • IRS W-9 collection for all vendors annually
    • IRS 1099 completion and submissions
    • 1 business day communications turnaround
                                         (Starting at $1200)
  • Reclassifying transactions
  • Correcting unapplied customer and vendor payments
  • Cleaning out undeposited funds accounts
  • Correcting payroll liability balances
  • 1 Hour of training, including customized documentation to assist with keeping your ledger cleaned up
Ledger cleanup is often complicated, so pricing varies based on our findings during an initial Accounting Assessment which cost $200, And if you engage us for the cleanup work after the paid assessment, you're $200 is credited to any cleanup service contract. 
                                        (Call for Quote)
Setup a brand new QuickBooks® Online software* account. In this setup service:
  • Create and configure your chart of accounts
  • Convert your data 
  • Setup data feeds 
  • Customize reporting templates for your business.
  • Review and suggest appropriate additional software to increase efficiency.
* Please note your subscription to QuickBooks® and all 3rd party software​ is not included in this scope of service.

This service is most suited for those businesses that have data coming from multiple 3rd party systems. 

If desired, this service can be combined with Virtual Bookkeeping Monthly with CW Bookkeeping, LLC as a one time setup fee. 

As with all services, your specific integrations may be more complicated to set up, so please contact us for pricing. 
         (Fees vary due to software costs)
Payment Processor integration for QuickBooks
  • Affinipay
  • Clover
  • PayPal
  • Shopify
  • Square
  • Stripe
​Payroll Processing
  • Intuit Payroll (online)
  • Paychex (online)
  • ADP (online)
  • Manual (1-2 employees only)
CRM integrations with QuickBooks
  • SuiteDash - General Service Providers
  • Clinic Source - Clinical Service Provider
  • Ignition - Clinic Service Provider
  • Clio - Legal Service Providers
  • Kinful, Neon, GiveButter, etc. (Nonprofits)
Accounts Payable Management
  • Melio Pay
  • QBO Pay
  • CorePay
Project Management System
  • ​Asana 
  • Pixie