Lenfest Solutions provides end-to-end bookkeeping services, including monthly reports and business financial advisement based on your specific business needs, goals, and financial state.
We also do clean-up of messy or incomplete books and remediation of AI bookkeeping errors, so your books are tax ready.
If you’re a new business or transitioning from your old bookkeeping method to QuickBooks Online, we can assist you with QBO set up, training, and best practices. We can even review your books periodically to make sure you’re on track.
How Much Does It Cost?
As a customer, you want to see transparent pricing! But it is difficult to list prices for something as custom-tailored as bookkeeping. Every business is unique. The more complex your bookkeeping needs are, the more work it requires, and the more it will cost.
Most services are provided as a monthly recurring package tailored to your needs. Other services, such as QuickBooks setup or books cleanup, are provided on a one time basis.
Whatever the case, we are always up front with the pricing before any work begins!
Schedule a FREE Introduction Call or Zoom, where you can tell me all about your business needs and goals, I can answer all your questions, and we can find out if we’re a good fit for working together.
Services Available (with descriptions):
- Transaction categorization: Categorizing income and expenses in QuickBooks Online.
- Bank and credit card reconciliations: Matching records in the software with bank statements to ensure accuracy.
- Monthly financial reports: Providing you with Profit & Loss, Balance Sheet, and other reports.
- Accounts receivable tracking: Recording customer invoices and monitoring payments.
- Accounts payable tracking: Entering vendor bills and tracking payments due.
- Cleanup and catch-up work: Fixing messy books or bringing months (or years) of records up to date.
- QuickBooks Setup and Training: Setting up your company in QuickBooks with proper accounts and categories, so you have accurate books from the start.
- Job costing or class tracking: Tracking income/expenses by job, department, or class.
- Sales tax tracking: Tracking sales tax collected and preparing reports.
- 1099 tracking: Preparing vendor reports to support 1099 filings.
- Advisory: Helping you understand your financial data and make sound business decisions.
Schedule a FREE Introduction Call or Zoom, where you can tell me all about your business needs and goals, I can answer all your questions, and we can find out if we’re a good fit for working together.
