Services

How much time do you spend on bookkeeping instead of your business?

Are you behind or unsure of the accuracy of your financials?

Are you able to produce reports that help you understand all aspects of the health of your business?

Does your budget allow for the salary, overhead and benefits of a full-time, on-site employee to handle your bookkeeping and do they possess the knowledge and skills to do it correctly and in a timely manner?

Are you paying a CPA to fix bookkeeping mistakes or paying penalties and interest for incorrect filings?

If any of these resemble your “pain points“, there is a better way!

A single focus, billed by the hour, bookkeeping model does not suit all businesses. The type of services you receive should focus on your needs, not your bookkeeper’s. A custom designed package billed at a fixed monthly rate to fit your needs and your budget might be the perfect solution for your business.

Packages

Basic Enhanced Complete Custom

Advisory & Support

For the small business owner who may have the time but not the knowledge to correctly process daily transactions in a timely manner.

Includes General Ledger and Application Training, Account Reconciliations, Monthly Points Review & Report, Yearend Financial Review and Files for the Accountant. 

Training, Support & Services

For the business who has someone inhouse handling the day to day operations but needs month end reconciliations and review to provide oversight and prevent errors and omissions from becoming costly mistakes.

Includes Basic Services plus Data Entry and Verification and 3rd Party Payroll Transaction Entries if needed.

Full Charge Bookkeeping

Best for the business where the owner and employees’ time is better spent on core business needs to increase profits using real-time and accurate financial data.

Includes Data Entry, Accounts Receivables & Payables, 3rd Party Payroll Transaction Entries if needed, Account Reconciliations, Monthly Review & Reports, Yearend Financial Review and Files for the Accountant.

For any business more than 6 months behind on data entry or 1 tax filing, with or without an extension or in need of complete review and repair of chart of accounts and workflows. Price applies until current financials are achieved and then will convert to an appropriate custom fixed rate plan.

Catch up Bookkeeping and Repair & Remediation billed at an hourly rate.

All Packages include a subscription to QuickBooks Online or Desktop, Rewind Backups for QB Online, Dext Prepare document management and access to Financial Cents project management and Smart Vault cloud storage.

Additional fees may apply for QuickBooks Desktop with cloud hosting required.

Accounting Software

QuickBooks Online and Desktop versions are the core accounting software offered by Merit Account Services, but other software options will be considered if they are already in place and/or more suitable for your business.

Additional Applications

As a remote bookkeeper, I also employ several applications within a cloud ecosystem to bring my clients the best services possible and enable them to maximize their business’ potential.

These apps handle everything from simple correspondence, receipt management, general ledger, and data importing to secure document storage and so much more. There are over 750 apps for anything your business might need.

Not only does a custom “stack” of apps improve workflows, increase productivity, and reduce errors, but they also create an almost paperless environment which is a win for me, my clients, and the environment.

Security and Privacy

The security and privacy of my client’s records is a top priority at Merit Account Services. I utilize multi-level protection on my computer, only subscribe to applications with top security ratings and have been verified and endorsed by Intuit.

I will not disclose any client information on this website, social media, verbally or in writing to anyone without the client’s prior written consent. Reviews and referrals are always welcome but will come from the client, not Merit Account Services.

Please use the document below to view a downloadable and printable version of the Solutions Brochure.