Bookkeeping Services

Marsha L. Heinke, CPA, Inc. provides bookkeeping services, including chart of accounts set-up and organization, as well as bookkeeper training and coaching. Our tiered packages include offerings to help streamline the bookkeeping process and allow for the selection of services based on practice need. In addition to our services, we also can provide a discounted rate to clients for the monthly QuickBooks Online subscriptions.

Veterinary Management Group members receive $100 off the monthly fee for Tier Two and Tier Three services.

Tiered packages include:

Tier One (One-time fee will vary based on practice):

• Set-up of QuickBooks Online file
• Chart of accounts Reorganization

Tier Two (Monthly fee of $400):

• Set-up of QuickBooks Online file
• Chart of accounts Reorganization
• Monthly transaction detail analysis for one year, with suggestions for changes and improvements marked directly on the reports and emailed for rapid feedback to practice bookkeepers
• Assistance with one bank-checking account reconciliation (additional accounts may be extra depending on entity complexity)

Tier Three (Monthly fee of $550):

• Set-up of QuickBooks Online file
• Chart of accounts Reorganization
• Monthly transaction detail analysis for one year, with suggestions for changes and improvements marked directly on the reports and emailed for rapid feedback to practice bookkeepers
• Monthly reconciliations of one bank account and one credit card; additional accounts may be extra depending on entity complexity
• Monthly one-hour telephone calls for one year, to discuss suggestions and answer bookkeeper questions

Cost and conditions may vary. In addition to the above tiered offerings, we can provide unique, customized bookkeeping services based on the individual needs of each practice.

For all of our clients, our goal is to increase efficiency of back office services, either through coaching and teaching your staff all the way to complete outsourcing to our highly trained team.

 
Please talk with us to see how we can help your practice, at (440) 926-3800