My QuickBooks bookkeeping services essentially are determined by the unique needs of my clients. I can specifically tailor them to your requirements, or can offer them in packages as shown below. These can be provided based on frequency and/or need as shown to the right. If you have any questions about the QuickBooks bookkeeping services I can provide, please contact me.


Premium Deluxe Basic
Monthly Historical Transaction Input
  • Posting of EFT/Manual check/Debit transactions
  • Posting of Credit Card activity
  • Posting of Cash Receipts/Deposits
  • Payroll Processing
  • Preparation of bank statement reconciliation for all cash accounts
Standard System Reports
  • On a monthly basis, issue standard system reports such as Profit & Loss, Balance Sheet, Aging reports, etc.
1099 MISC Preparation
  • Each January, preparation of the annual 1099-Misc and 1096 forms to be issued by your company. You are responsible for obtaining the information needed from vendors to prepare and issue 1099’s.
  • This package does not include other 1099 forms that may be required by your company.
Annual Tax Package for Your CPA
  • Prepare and forward to your CPA an annual tax package that includes a Profit & Loss statement, a Balance Sheet and General Ledger, copy of December bank reconciliation.
  • Will work with your CPA and answer any questions they may have about your accounting file.
  • Will record the final adjusting entries prepared by your CPA onto your accounting file.


  • Bank Reconciliations
  • Financial Statements
  • Commission Reports
  • Credit Card Reconciliation
  • Loan Reconciliation
  • W-2’s
  • 1099’s (Vendors/Contract Labor)
  • Tax Reports For Accountants
  • Bi-Weekly/Semi-monthly/Monthly
  • Able To Do Direct Deposit
  • Quarterly Payroll Reports–Nebraska & Iowa
Sales Tax Reports
  • Nebraska & Iowa
Coordinate With Accountant
Work Locations
  • Remotely