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Services We Perform

When you work with Wells Virtual Bookkeeping you’ll work with a team that truly cares about the health of your business.

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We understand that each business has different bookkeeping needs.

Therefore, we provide a customized bookkeeping package for each client.

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During our initial consultation we will work together to build
a package that is tailored to your company’s needs.

Calculator
Calculator

One-Time Services

  • Historical “clean-up” of established company books. 

  • Historical “catch up” If bookkeeping hasn't been completed. 

  • Assistance establishing payroll management.

  • Guidance, and implementing bookkeeping workflows. 

  • QuickBooks online consulting billed hourly in parentheses.

 

Recurring Services

  • Discounted subscription for QuickBooks Online (new subscriptions only)

  • Recording of transactions and receipt management.

  • Reconciling with bank, and or credit card feeds.

  • Full service payroll management.

  • Invoice and billing management. (AR and AP)

  • Preparation and analysis of financial statements. (income statement, balance sheet and customer reports)

  • Monthly and quarterly review meetings.

  • Unlimited email support during business hours. 

  • Communication with a tax advisor at tax time.

Office Desk
At the Office

Benefit of a monthly fee vs. hourly billing

Why is this great news for a small business owner? It allows you to budget our services without worrying about any “surprises” if one month is busier than another.

 

Ready to schedule your free consultation?

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