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services

At Wisteria Bookkeeping, we offer curated service experiences for each of our valued clients because no two businesses are the same. Whether all you need is a little guidance to get started or if you need us each step of the way, we're here to help.

Financial clarity for your business is closer than you think!

QuickBooks Set-Up & Training

Intended for those just starting out and needing a little extra help getting a lay of the land, our QuickBooks Set-Up & Training package is the perfect springboard!

  • Create QuickBooks Online account

  • Connect all bank, credit card and merchant accounts

  • 1 Hour Training Session (Virtual or In-Person)

    • Categorizing Transactions​

    • Receipt Management

    • Account Reconciliation

  • Support/Troubleshooting for 30 days

  • Check-In Session after 30 days, if needed

QuickBooks Online ProAdvisor Certification Logo
Gusto Payroll Certification Logo

Monthly Bookkeeping

Want to get your bookkeeping responsibilities off your plate entirely? Free up your time, let go of your stress, and start a Monthly Bookkeeping package today!

  • QBO Account Set-up, if necessary

  • Transaction Coding

  • Receipt Management

  • Account Reconciliation

  • Monthly Financial Reporting

    • Balance Sheet​

    • Cash Flow

    • Profit & Loss

Additional Services

Not quite ready for a full package but need a little extra help? OR already have a package and need to zhuzh (yeah, apparently that's how it's spelled) it up a bit?

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Ask about these Additional Services below!

  • Clean-Up

  • Catch-Up

  • Payroll

  • 1099 Filing

  • Accounts Payable (A/P)

  • Accounts Receivable (A/R)

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