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Looking Ahead to Your New Year Financial Planning Needs- Look No Further than TBC

November 27, 2024 10:28 AM | Megan Murphy Ruckman

At the Bookkeeping Company we offer a variety of services for local business and non-profits. 

Each service is modifiable according to the client's needs. 

(Rates listed are for current, up-to-date entry.) 

Monthly Review Service - (current rate $90/hr- 2 hr minimum per month of data reviewed). 

We need to do these…

  •          chart of accounts setup/review          
  •          reconcile banks
  •          reconcile loans
  •          reconcile payroll liabilities
  •         reconcile credit cards

In order to do these

  •          analyze Balance Sheet
  •          analyze Profit & Loss
  •          examine & evaluate the books          
  •          advise of errors & adjustments          
  •         recordkeeping compliance

As well as 

  • enter minute missing data & information or advise for your entry
  • free offsite back of QBD 

Additional Review Services at Request

  • subcontractor tracking (with supplied docs)
  • adjusting entries 
  • possible reduced QBO rates 
  • asset management
  • enter large amounts of missing data & information

Monthly Batch Service - (current rate $80/hr- 2 to 10 hrs per month of data entered). 

  • debit & credit entry
  • credit card entry
  • loan payment & interest entry
  • free retention of basic documents

Real Time Service - (current rate $80/hr- typical range 10 to 30 hrs per month of data entered. Everything included in Batch Service above, plus the following:)

  • mail receiving
  • hard copy document retention 
  • digital scanning of primary documents
  • accounts payable 
  • vendor updates
  • W-9 requests & maintenance
  • accounts receivable 
  • customer updates

Quickbooks Training (current rate $150/hr, 2 hr minimum; includes 1/2 hr prep, 1 hr training, 1/2 hr follow up notes and emails.)

All work is billed by the hour in quarter-hour increments. Training is in your books with your numbers.

We also offer the following Service Option Add-Ons:

  • Registered Agent Services (RA) $150 annually 
  • Personal Property Tax Return (PPTR) $95 annually
  • Articles or ABN filing $100 + filing fee 
  • Financial Analysis & Forecasting rates vary 
  • EIN Filing $100 
  • 1099's $85 first 6, $5 ea. additional
  • Excise Tax $80 
  • Minutes & Resolutions rates vary
  • Consulting $150 per hr 

Want to know more?

Call  (503)-252-9197 or visit https://www.tbcinfo.com/

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East Portland Chamber of Commerce is a 501(c)6 non-profit organization

info@eastportlandchamber.com | 503-788-8589

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