Your QuickBooks

online Expert

QUICKBOOKS ONLINE - SETUP, TRAINING, CONSULTING

Why Choose Lowell Lane Business Services?

Whether you're starting a new business or you have an existing business,

I'm here to help with bookkeeping and accounting needs.

Custom Designed For Your Unique Needs:

We design a plan to meet your specific needs and your long-term goals.

Over 30 years of Business Experience:

I was in business to business sales and sales management for over 20 years.

In 1991, I started my first of 6, service related businesses.

My experience has given me real-world strategies to help you do it right the first time.

Your partner in your path to success!


I don't just work with numbers and reports.

I partner with my clients to help them succeed.

Up Front Pricing:

No hidden fees.

No surprises.

Pricing is based on your specific needs and volume of business. If you need further assistance, a written quote will be given.

The Process

  • Step 1

    Discovery Call:

    Book your discovery call using the CALENDAR LINK .

    We look forward to learning more about your needs and how we can help.

  • Step 2

    Business Assessment and Estimate:

    We will set a time for your business assessment and then prepare an estimate based on your specific needs.

  • Step 3

    Implementation:

    With your acceptance, we will implement your plan. Many clients report reduced stress, saving money, saving time, and they love knowing their numbers.

Services

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  • Bookkeeping and Accounting Services

  • QuickBooks Online

    • Set up

    • Training

    • Consulting

    • Clean-up projects

    • Payroll

    • Budgeting

    • Cash Flow management

    • Accounts Receivable

    • Accounts Payable

    • Financial Reporting

    • Tax return preparation (quoted).

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Plans

Bronze

  • Categorize Bank, Credit Card, Loans, and Line of credit transaction for P/L and Schedule C.

  • Reconcile Accounts

  • Email, phone, and text support

  • Dedicated support time for your projects.

Silver

  • Everything in Bronze Plus...

  • Manage your financial statements: Profit and Loss, Balance Sheet, Accounts Payable, and Accounts Receivable.

  • Monthly management session based on your needs to enable growth and optimization.

  • Increased dedicated support time for your projects.

Gold

  • This is your all inclusive support service level.

  • You get everything in Bronze and Silver plans, plus...

  • Full Service A/P and A/R management. We will create your bills and invoices and track payments.

  • Open Office Hours to book 1:1 consults outside normal scope of services listed.

The above pricing gives you an idea of pricing. You will receive an exact quote based on your information and exact needs for your business.

FAQS

What are the fees?

We use a flat rate fee per month. We will give you an estimate based on your specific business needs.

What type of bookkeeping and accounting services do you offer?

QuickBooks Online ProAdvisor working remotely, or if needed, in person. We use cloud based software for secure document uploads and transfers.

How does monthly bookkeeping and accounting work?

We use QuickBooks Online connected to your accounts to upload transactions into QuickBooks. We then categorize the transactions, reconcile your accounts and provide monthly financial statements such as P&L and Balance Sheet.

What if I need a more frequent schedule than monthly?

We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.

When and how do we send our documents to you?

We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

When do you provide monthly financial reports?

Our goal is to provide you with your monthly financial reports by the 10th of the month.

What if my books are behind schedule or need to be cleaned up?

We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.

Do you prepare my tax return?

We have several CPA and Accounting partners to prepare your tax return.

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Honesty and transparency.

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Top-notch services.

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