All Services
Monthly Bookkeeping Subscription
Barthle Accounting has three subscription packages. Each package is tailored to your needs, considering factors like account type, account quantity, transaction volume, and reporting requirements.
Essentials: Ideal for businesses on a budget and need basic compliance
Collaborative: Ideal for businesses needing bookkeeping burden taken off their shoulders
Strategic: Ideal for businesses owners needing understanding of business’ financial condition
QuickBooks Online Clean Up
Confidence in the your books financial information is important.
Cleaning up your books to get an accurate picture of your company is our goal.
- Review QuickBooks Online file
- Create list of issues to address
- Google Meets meeting to discuss list
- Clean QuickBooks file
QuickBooks Online Set Up
Setting up of accounting system correctly is a crucial first step to your accurate financial health.
We can assist in customizing your QuickBooks Online to fit your business.
QuickBooks Online Training
We provide two types of training for QuickBooks Online
- Remote training of staff for in-house bookkeeping.
- Special training on questions for QuickBooks Online processes.
Add On Services
For clients who have a montly bookkeeping subscription and would like to include Accounts Receivable or Accounts Payable services to their package.
Bookkeeping Review Service
Monthly or quarterly review and adjustment of books for those who do their own bookkeeping and what to be confident in their financial information.
Payroll Preparation and Filing
1099 Compliance & Filing
- Gather contractor information and update filing software
- Prepare and file returns
Monthly Bookkeeping Packages
Essentials
Ideal for businesses on a budget that need basic compliance
This package includes
- Transaction categorization review
- Reconcile payroll posting from third-party report
- Reconcile bank and credit cards to monthly bank & credit card statements
- Reconcile loan and lines of credit activity to loan statements
- Review financial statements for tax reporting
- Limited email support during regular business hours
Collaborative
Ideal for businesses needing bookkeeping burden taken off their shoulders
This package includes
- Posting & categorizing of day-to day bank and credit card transactions
- Reconcile payroll posting from third-party report
- Reconcile bank and credit cards to monthly bank & credit card statements
- Reconcile loan and lines of credit activity to loan statements
- Monthly preparation of financial statement – Balance Sheet and Profit and Loss Statement
- Year-End Financial Reports Review Remote Meeting
- QuickBooks Online Plus Subscription
- Email Support during regular business hours
Strategic
Ideal for businesses owners needing understanding of business’ financial condition
This package includes
- Posting & categorizing of day-to day bank and credit card transactions
- Reconcile payroll posting from third-party report
- Reconcile bank and credit cards to monthly bank & credit card statements
- Reconcile loan and lines of credit activity to loan statements
- Monthly preparation of financial statement – Balance Sheet and Profit and Loss Statement
- Priority Processing
- Custom Financial Reports
- Quarterly Financial Reports Review Remote Meeting
- Year-End Financial Reports Review Remote Meeting
- QuickBooks Online Plus Subscription
- Email Support during regular business hours
Add on Services
Accounts Receivable
Don’t let delayed invoicing impact your bottom line!
Add-On Includes:
- Invoices entered into QuickBooks Online and emailed to clients per your schedule
- Receive report of past due invoices
- Secure timely payments by following up on overdue accounts.
Say goodbye to bill clutter! Our streamlined process ensures your payments are always on time.
Enjoy peace of mind with our streamlined process, designed to ensure all your bills are paid promptly.
Add-On Includes:
- Enter client reviewed bills in QuickBooks Online
- Send report of unpaid bills for approval to pay on regular schedule
- Payment approvals for bills will be processed