How We Can Help

Virtual Bookkeeping Services

This is for you if...

  • You have no time (or desire) to do your bookkeeping
  • You want insight on money in & money out so you can make adjustments that grow your profits

What's included:

  • Transaction management
  • Reconciled accounts
  • Financial reports & monthly review
  • Year-end digital report package (for your tax preparer)
  • Meetings conducted via video conferencing

Add-on services available:

  • A/R Management and Invoicing
  • Receipt Management
  • A/P Management and Bill Pay
  • Payroll
  • 1099 Management

Tax Preparation Services

This is for you if...

  • You prefer the peace of mind knowing a licensed professional has prepared and electronically filed your taxes

What's included:

  • Preparation of personal and/or business tax returns – 1040, 1065, 1120, 1120S
  • Preparation of all necessary schedules
  • Estimated quarterly tax payment support
  • Comprehensive review of completed return prior to filing

Catch Up and Clean Up Services

Catch Up is for you if...

  • You haven’t done any of the bookkeeping for the year & are ready to take it off your to-do list

What's included:

  • Comprehensive transaction management review
  • Reconciled accounts
  • Financial reports
  • Meetings conducted via video conferencing

Clean Up is for you if...

  • Your books need some TLC going back more than one year

What's included:

  • Complete review of financial performance
  • Recommendations for efficiencies and corrections
  • Historic account clean up
  • Meetings conducted via video conference

Software Set Up and Migration

As a Quickbooks ProAdvisor, I work primarily with Quickbooks Online.

Set Up is for you if...

  • You do not currently use any kind of digital accounting software and would like to get started with QuickBooks Online.

What's included:

  • Complete review of financial statements
  • Recommendations for efficiencies and corrections
  • QuickBooks Online account creation
  • Chart of Accounts & bank feed set up
  • Software customization

Migration is for you if...

  • You are currently using another accounting software such as QB Desktop, Xero, Sage or FreshBooks.
  • You would like to take advantage of the customization and simplicity of QuickBooks Online.

What's included:

  • Complete review of financial performance
  • Recommendations for efficiencies and corrections
  • Exporting & importing data
  • QuickBooks Online account creation
  • Application customization

Client Billing and EMR Advisory Services

With 20 years of experience in healthcare finance and IT services, Jennifer has configured and managed multiple electronic health record systems, provided credentialing guidance, handled patient and insurance billing, and is familiar with industry standards (HIPAA, PHI, 837/835 files, CPT/HCPCS, etc.)

If you are interested in receiving assistance with your billing process or EMR system, let’s talk!

Pricing Policy:
Monthly bookkeeping services start at $300/month. 
Clean Up, Catch Up, Set Up/Migration, and Advisory services are priced according to scope and complexity.

As a virtual bookkeeping business, Eventide Bookkeeping can help you no matter where you live.