PennyEdge Bookkeeping
Virtual Bookkeeping
Are your books messy, behind or unclear?
We clean, organize and maintain them monthly.
Accurate, stress-free Bookkeeping for service-based businesses using QuickBooks Online
Let us manage the math while you master your market.
Schedule a free 30-minute virtual consultation
Bookkeeping Services
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Stay on top of your finances with our reliable QuickBooks Monthly Bookkeeping services. We handle your monthly transaction categorization, bank / credit card reconciliations, and provide up-to-date financial reports including Profit & Loss and Balance Sheets. Ideal for business owners who want accurate, stress-free books and clear financial insight all year round. Starting at $125 per month.
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Is your QuickBooks file cluttered or inaccurate? Our QuickBooks Clean-Up service identifies and corrects errors, organizes your accounts, reconciles bank and credit card transactions, and ensures your financial reports are accurate and ready for decision-making or tax preparation. Perfect for businesses that are behind on bookkeeping or switching accountants. Starting at $200 per month requiring cleanup.
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Fallen behind on your books? Our catch-up bookkeeping service is designed to help small business owners reclaim control, restore order, and move forward with peace of mind. Import and/or manually enter missing transactions, historical cleanup, reconciliation, expense categorization, organization, attach supporting documentation. Starting at $250 per month requiring catchup/cleanup.
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Every business is unique—your QuickBooks setup should be too. Our Customized QuickBooks Services are tailored to fit your specific needs. We create flexible solutions that align with your goals and industry.
Professional Skilled Bookkeeping
Organization, Reconciliation, Monthly Reports: Tax Ready Bookkeeping
-Understand your profitability
-Monitor cash flow in real time
-Identify unnecessary expenses
-Stay compliant with tax and reporting requirements
-Make informed business decisions back by accurate numbers
-Clean, accurate books so you always know your profit, not just your revenue
Bookkeeping Packages and One Time Service Price Estimates
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Up to 50 Transactions per month
Transaction Categorization
Review and cleanup of duplicate or incorrectly recorded transactions
2 Bank and/or Credit Card Account Reconciliations
Monthly Statement of Cash Flow
Monthly Profit and Loss Statement
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Up to 75 Transactions per month
Bank & Credit Card Reconciliations
Basic Income and Expense Categorization
Review and cleanup of duplicate or incorrectly recorded transactions
Monthly Profit & Loss Statement
Quarterly Income Snapshot for Estimated Tax Purposes: Based on year to date books, Simple profit report only, No calculations beyond bookkeeping data
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Up to 200 transactions per month
Bank and Credit Card Reconciliations
Income and Expense Categorization
Review and cleanup of duplicate or incorrectly recorded transactions
Monthly Profit & Loss Report
Monthly Statement of Cashflows
Expense tracking Review
Quarterly Financial Snapshot Report
Year to date profit & loss update
Categorization cleanup (if needed)
Estimated tax calculation worksheet based on books
Estimated tax liability estimate report based on bookkeeping only
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250 to 600 transactions
Monthly Reconciliations - multiple accounts
Income and Expense Categorization
Review and cleanup of duplicate or incorrectly recorded transactions
Categorization Adjustments as Needed
Monthly Financial Reporting Package
Expense optimization categorization support (bookkeeping level, not tax strategy)
Quarterly Financial Performance Report
Profit Trends
Year to Date Breakdown
Multi-account Reconciliation Summary
Estimated Tax Calculation Worksheet & Quarterly Variance Tracking
Cash flow projection (based on historical bookkeeping data)
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$100 - One Time Quickbooks Setup Fee
Initial Cleanup $150 each month requiring cleanup to 50 transactions, additional $100 per month for each additional set of 50 transactions - One Time
Initial Catchup/Cleanup $200 each month requiring cleanup to 50 transactions, additional $125 per month for each additional set of 50 transactions - One Time
$75 Bank Reconciliations for each additional 50 transactions per month
$75 Monthly Accounts Receivable (A/R) and Accounts Payable (A/P) Report per month
$50 Each Custom Report per month
$200 Year-end Tax package, charged once a year
Monthly Bookkeeping Packages
Multi-business account discounts available
One Time Services
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$200 per 50 transactions for each month requiring cleanup
Reconcile
Clean up duplicate transactions
Categorize
Correct Errors
Financial Reports
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$300 per 50 transactions for each month requiring catchup & cleanup
Reconcile
Categorize
Clean up duplicate transactions
Manual Input Missing Transactions
Analyze
Correct Errors
Financial Reports
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$100 per 50 transactions for each month requiring reconciliation
Categorization
Bank Account Reconciliations
Credit Card Reconciliations
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Stand-alone service $200 per each 50 transactions
In conjunction of cleanup/catchup, tax package service is 30% of cleanup/catchup cost
We ensure your books are accurate, organized, and fully prepared for your tax professional so there are no surprises at year end.
Year-End Reconciliation Check
Review for uncategorized / misclassified transactions
Adjustments for accuracy
Delivery of Clean Profit and Loss Statement
Additional bookkeeping and support services are available upon request. Customized solutions can be tailored to meet the unique needs of your business.
QuickBooks Online ProAdvisor
