Balanced Books Matter

Together, we'll assess your bookkeeping needs and determine the best service package for you. 

High Desert Bookkeeping Photo Judi Walke
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Bookkeeping Packages

No matter the size of your business or the amount of bookkeeping you need, I have a package that will work for you.

 

During our initial phone consultation, we'll discuss your bookkeeping needs and determine the best package for you.

 

All packages are adaptable and customized to meet your unique bookkeeping requirements.

I am a QuickBooks Certified ProAdvisor.

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Monthly Packages

Monthly Essentials

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

Monthly Accounts Payable

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

  • Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

Monthly Accounts Receivable

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

  • Input, create and email (or snail mail) invoices to customers

  • Work with your Payroll Service Company to provide all necessary payroll information

Monthly All-Inclusive

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

  • Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

  • Input, create and email (or snail mail) invoices to customers

  • Work with your Payroll Service Company to provide all necessary payroll information

 

Quarterly Packages

Quarterly Essentials

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

Quarterly Accounts Payable

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

  • Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

Quarterly Accounts Receivable

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

  • Input, create and email (or snail mail) invoices to customers

  • Work with your Payroll Service Company to provide all necessary payroll information

Quarterly All-Inclusive

  • Enter all transactions for bank and/or credit card accounts

  • Reconcile bank and/or credit card accounts

  • Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

  • Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

  • Input, create and email (or snail mail) invoices to customers

  • Work with your Payroll Service Company to provide all necessary payroll information

 

DIY Essentials

  • Set-up assistance with your preferred software

  • Review of your first month’s activity/bank reconciliation

  • Three months of support

Do It Yourself Package

 
 

If you have questions that weren't answered in the FAQ,

feel free to call me.

505-697-7291

Or if you prefer, send me an email.

 

Office Hours

Monday - Friday

9:00 AM - 4:00 PM

 

Connect With Me

 

Contact Me

918 Pinehurst Road SE, Suite 102

Rio Rancho, NM 87124

505-697-7291

Email Me

 

Credentials

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