Services
Diagnostic Review and Setup
The diagnostic review is where every client begins. We take a look at your financial files and reports, prior year(s) tax returns, and software settings. Then, we generate a detailed report of our findings and recommendations for moving forward. In a session to go over the findings, we also give you a unique quote to get your books in order, as every business is different.
If you choose to partner with us, we then proceed with a QuickBooks Online (QBO) or Xero setup. This can be a new version built from your previous books, or we can start entirely from scratch if you haven’t used any bookkeeping software.
Start saving money right away by applying the invoice from your diagnostic review to your tune-up if you move to this next step.
Level of investment: $300 for Diagnostic Review and $350 for New Account Setups.
Accounting File Tune-Up
At this stage, we clean up your existing accounting files with guidance from the plan generated by the initial diagnostic review and an extensive checklist. Perhaps you need to file a tax return amendment. Or maybe you need to open a new set of books.
We’ve found that many small businesses fall behind with entering and categorizing bank transactions. So this is another part of the tune-up phase: catching up with these entries to eliminate overwhelm and start with a clean and current slate.
Level of investment: To be determined after your Diagnostic Review.
Ongoing Bookkeeping Services
Burnside Bookkeeping’s monthly services keep your finances organized, helping you avoid stress and make confident business decisions.
Monthly Bookkeeping Benefits:
- Keep accounts up-to-date with accurate tracking and reconciliation.
- Gain clarity with detailed financial reports and quarterly check-ins.
- Save on software with discounted subscriptions.
- Enjoy peace of mind with quality reviews and unlimited email support.
Additional Support Options:
Streamline operations with payroll, 1099 filing, custom reports, KPI tracking, and more.
Focus on growing your business—we’ll handle the numbers!
Level of investment: Starting at $425/month.
Frequently Asked Questions
You will need to share access to your QBO account following these instructions.
We get back to you in 1-2 business days.
Absolutely not! That’s what we’re here for.
No, we don’t prepare taxes and will not replace your CPA. However, we will work alongside your CPA or can refer you to one if needed.
We primarily use QBO, but we are also certified in Xero and Wave.
No, but we are familiar with the software and will assist with converting to QBO online.
Yes, we give clients the option of a 50/50 payment plan or financing through Affirm for their tune-ups.
Schedule A Consultation
Take the first step today to get started. Burnside Bookkeeping can get your books set up or cleaned up in just 30-45 days, so you get a fresh start!
