Services

Whether you are just starting up or have been in business for years, Green Heron can help. Have a QuickBooks ProAdvisor get you started with QuickBooks online, maintain your books on a monthly basis, or give your books a complete check-up.

Choose one or all of our bookkeeping services. Get in touch for a free consultation.

Monthly Bookkeeping

Our monthly bookkeeping services start at $200 per month, depending on the volume of your transactions and complexity of your business.

What’s included:

• Accurately record your monthly transactions
• Reconcile bank and credit card accounts each month
• Prepare and email you reports each month
• Help prepare your financials for a tax professional
• Implement workflows for your company
• Manage your bills and accounts payable
• Make ongoing suggestions to improve your bookkeeping
• Be available to promptly answer all your questions

If you are not looking for a regular monthly bookkeeper, we can help in other ways.

QuickBooks Software Set Up

We can guide you through all the steps to get you started with QuickBooks online. In a few short hours you’ll have online access to all of your financials.

What’s included:

• Set up a chart of accounts for your company.
• Match you with the correct version of QuickBooks
• Connect your bank and credit card accounts
• Set up systems for paying bills, invoicing customers, keeping track of inventory and any other needs you may have
• Import any existing data into QuickBooks
• Train you and your staff how to use QuickBooks software and added features.

QuickBooks Health Check Up

We can clean up your current data and make suggestions on how to improve your record keeping. Learn how to snap receipts on the fly and never have to dig around in your jeans for a lost receipt.

Let us:

• Conduct a complete analysis of your current transactions and reporting
• Set up workflows for paying bills and sending invoices
• Set up recurring transactions
• Clean up your chart of accounts and all existing lists such as customers and vendors.
• Catch up on any reporting that has fallen behind
• Make suggestions for utilizing unused QuickBooks features.
• Prepare up to date reports for business analysis
• Make recommendations and train you for QuickBooks add-ons such as time tracking

Please get in touch for hourly rates.