Purely Stated Books

Our Services

One Time QuickBooks Setup & Training

This interactive service will be a deep dive into the QuickBooks Online landscape to better prepare you for understanding your business finances. The session will be recorded and delivered to you via Zoom so that you have a resource to go back to.

We will create new QuickBooks Online company for you if one does not already exist
Create and configure your Chart of Accounts (all your income and expense categories)
Set up bank feeds for your bank and credit accounts
Pull in past transactions as needed
Enter transactions together to ensure understanding
Customize invoices with your brand style
Create Products & Services to be used on invoices

Let's get started

Do it Yourself

One Time Clean-up/Catch Up

Do it Yourself

We get it, sometimes you want to do it yourself…

we’ll be your safety net.

This package starts with a ‘One Time QuickBooks Setup & Training’ session followed by monthly meetings to keep you compliant and accountable.

Monthly Reconciliations
Monthly Reports
Unlimited access to chat support via our client dashboard
Interaction with CPA for year end review

Let's Go!

Get it Done

One Time Clean-up/Catch Up

Do it Yourself

This package is for when you’ve hit the point where you no longer want to do the accounting work yourself. We will keep your QuickBooks up to date monthly based on transactions coming in from your bank and credit cards along with a bit of help from you.

Categorize (allocate / classify) all transactions via bank feeds
Monthly Reconciliations
Monthly Call
Monthly Reports
Matching of receipts uploaded to QuickBooks Online via receipts feature

I'm Ready!

One Time Clean-up/Catch Up

We get it… life & running your business can get in the way and your books can fall behind. We offer this one time service to help you catch up. You might need this in order to file your taxes or apply for a line of credit, or you may just want to see how you actually did this year or last. Whatever the reason may be we do not judge, give us a call and we’ll help you get sorted out.

Typically this package would include most of the following:

Clearing out transactions downloaded from your bank/credit card that have not yet been categorized
Connecting your bank to download missing transactions
Reconciling each month to ensure all transactions have been accounted for
Removing data that was put into QuickBooks Online that should not have been added
Utilizing outside apps/programs to get transactions into QuickBooks Online that cannot be downloaded from your bank (we can convert PDF stations to downloadable transactions)

Let's Chat!

About Me

Hi I’m Sherry! I am a Certified Public Bookkeeper, QuickBooks Advanced Pro-Advisor providing full service virtual bookkeeping for growing companies. I specialize in providing small to medium-sized companies & Non Profit Organizations with expert accounting services. I love helping companies just like yours simplify their finances, cut expenses, and grow - without all the accounting headaches. We’ll work together to make your financial data easy and straightforward. Let us take over your accounting while you stay focused on making your business succeed.

FOCUS ON YOU.

Our Services

One Time QuickBooks Setup & Training

Do it Yourself

One Time Clean-up/Catch Up

Do it Yourself

Get it Done

One Time Clean-up/Catch Up

Do it Yourself

One Time Clean-up/Catch Up

One Time Clean-up/Catch Up

One Time Clean-up/Catch Up

Reviews

About Me

Ready to get financially organized?

Email Me