Bookkeeping Packages

Below is a list of our bookkeeping packages, but first let me share with you that we here at Vickey's Bookkeeping Services operate a little differently than traditional bookkeeping firms. 

We believe that our relationship with you is just as important as your financial data.

We are passionate about our clients and strive to set up and maintain an accounting system that will enable you and your governing body to make sound and informed financial decisions. Also, please note that we specialize in cloud based accounting systems, specifically QuickBooks Online and Aplos. We are not setup to work in QB Desktop or other accounting software. 

Below is an example of our different levels of bookkeeping packages...

Team Bookkeeper Level

We come alongside of you with this bookkeeping package!

  • Are you unsure if you are assigning all transactions correctly?
  • Have some "uncleared" transactions sitting in your bank reconciliation window each month?
  • Would like to have an accountant looking at your bookkeeping each month and instructing you how to correct anything that needed to be fixed?

With this service we will using the same checklist we use to check our own bookkeeping each month to check your prior month's bookkeeping. 

PLUS...

We will

  • reconcile all your accounts 
  • generate monthly, quarterly, and annual *basic financial Statements
  • provide you with a secure dedicated Sharefile folder to share and store documents
  • guarantee​ our services

Optional Add Ons:​

  • Payroll Package
  • 1099 Process/File

*Basic reports include: Transaction Detail by Account, Statement of Activity, Balance Sheet, and Statement of Cash Flow

**DIY Training package outline below is a pre-requisite for this level

Outsourced Bookkeeper Level

With this bookkeeping package we do it together in real time!

We provide all of the services listed above in the Team Bookkeeper package

PLUS...

We will

  • record and split deposits
  • ​record expenses
  • create journal entries when required
  • customize up to 3 reports in addition to the basic reports in the Team Bookkeeper level
  • process and manage Payroll (direct deposit)
  • process and file quarterly 941s and W-2/W-3s
  • provide an employee portal for pay stubs and W-2s
  • provide unlimited email support

NOTE: Inputting historical data is not included in this level but may be purchased as another engagement.

Inclusive Bookkeeper Level

We support your growth with this bookkeeping package!

We provide all of the services listed above in the Team Bookkeeper AND Outsourced Bookkeeper packages.

PLUS...

We will

  • record your donations in your donation tracking software
  • process your annual contribution statements 
  • create and customize unlimited financial reports
  • process and file up to 5 1099s (additional 1099s processed/filed for $15 each) 

NOTE: Inputting historical data is not included in this level but may be purchased as another engagement.



*DIY Training Package