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Service Overview

Tourville Bookkeeping — Service Packages

Focused QuickBooks Online bookkeeping services designed to give small business owners accurate numbers, clean tax‑ready records, and total financial visibility without the operational overwhelm.

A clean foundation

One-Time Setup or Catch-Up Project

Every new client starts with a setup or cleanup project so the books are accurate before we move into recurring monthly work.

QuickBooks Company & Chart of Accounts Setup

Setup pricing (example): Simple service business: $300 one‑time | Moderate complexity (more accounts, custom COA): $400–$500 one‑time

What it is

Setting up a brand‑new QuickBooks Online company file, establishing opening accounting preferences, and building an industry‑tailored Chart of Accounts (COA) to track revenue, direct job costs, overhead, and owner pay.

How it helps

Replaces scattered spreadsheets or personal bank accounts with an organized, professional accounting structure from day one. It prevents vague “miscellaneous” categories, reduces reporting errors, and makes future profit and loss reports meaningful.

Historical Cleanup & Catch‑Up Bookkeeping

Cleanup pricing (example): 1–3 months backlog: Flat $300–$600 total | 4–12 months backlog: $150–$200 per month of backlog (Example: 12 months × $175 = $2,100 project). Final project pricing depends on transaction volume, number of accounts, and how messy the books are.

What it is

A deep cleanup of neglected or messy historical accounts. This includes clearing out duplicate transactions, fixing miscategorized expenses, reconciling prior bank and credit card statements, and zeroing out holding balances in Uncategorized and Suspense accounts.

How it helps

Erases historical balance errors and phantom expenses, and brings books completely up‑to‑date. It removes the stress of tax season, gives the owner confidence in their numbers, and creates a clean foundation for ongoing monthly bookkeeping.

Ongoing peace of mind

Monthly Packages

All monthly packages include ongoing transaction work, reconciliations, and a guaranteed month‑end close.

Basic Bookkeeping

Best for very small / simple service businesses

Monthly investment

$295/ month

Volume & accounts

Up to 75 transactions/month, up to 3 bank/credit accounts

Transaction Categorization

Ongoing review of live bank/credit feeds, properly coding every inflow/outflow. Ensures daily operational spending is consistently categorized for tax write-offs.

Bank & Credit‑Card Reconciliations

Matching QuickBooks activity directly against official statements. Guarantees cash figures match real dollars and exposes errors early.

Owner Draw & Personal Expense Isolation

Separating personal swipes and equity from business operations. Protects the corporate veil and business profitability metrics.

General Ledger Review & Month‑End Close

Clearing temporary accounts and fixing balance sheet abnormalities. Guarantees dependable monthly figures.

Monthly Financial Reporting

Delivery of Balance Sheet, P&L, and a brief plain-English performance summary.

Most Popular

Standard Bookkeeping

Growing service businesses

Monthly investment

$495/ month

Volume & accounts

Roughly 75–150 transactions/month, 3–4 bank/credit accounts

Includes everything in Basic, plus:

Deeper Month‑End Close

Additional review focused on unusual transactions, loans, and balance‑sheet items. Reduces strange balances that confuse CPAs.

Expanded Financial Reporting

Includes Balance Sheet, P&L, Statement of Cash Flows, and highlights of key margins/trends (fuel, materials, labor).

Tax‑Ready Year‑End Package & CPA Coordination

Providing audit‑ready annual statements directly to your tax preparer and answering bookkeeping questions during tax prep.

Communication

Monthly email or phone check‑in to review key numbers and catch issues early.

Premium Bookkeeping & Review

Larger or more complex service businesses

Monthly investment

Starting at$795/ month

Volume & accounts

150–250+ transactions/month, 4–6+ bank/credit/loan accounts

Includes everything in Standard, plus:

Deeper Month‑End Review

Dedicated time to review complex accounts, multiple locations, or job‑based activity. Helps spot cash leaks and profit issues.

Custom Reporting & KPIs (Light level)

Tailored reporting views using classes or locations (e.g., revenue per truck, profit per crew). Translates accounting data into operational insights.

Regular Financial Review Meetings

A monthly Zoom meeting to walk through financials, discuss where cash is going, and capture action items for the next month.

How we work together

Clear roles. A smoother month.

Clear responsibilities keep the books clean and the workflow smooth.

Client Responsibilities

  • Maintain source documents (receipts, invoices, statements).
  • Digitally submit receipts and statements by the agreed monthly deadline.
  • Use agreed tools (email, shared folder, or app) for sending documentation.

Tourville Bookkeeping Responsibilities

  • Maintain the QuickBooks accounting file.
  • Perform bank and credit‑card reconciliations.
  • Handle month‑end close and reporting workflows.
  • Coordinate with your tax professional at year‑end.

Next steps

Choosing a Package

  1. Review Basic, Standard, and Premium scopes and prices.

  2. Pick the package that best matches your business size and complexity.

  3. Decide whether you need Premium reviews now or can start with Standard.

  4. Confirm your choice and we’ll send the engagement letter and onboarding steps.