Services

 

Professional services designed to keep your business on track.

These are our most requested services. Don’t see what you’re looking for? Contact us and tell us more…

Your Place or Mine?

Online accounting means small business owners can stay connected to their data from work, home or on the go…and so can we. Most of our services can be provided right from our offices! If an onsite visit is needed or desired, we can make that happen, too. Be sure to ask when scheduling your appointment. Current federal mileage rates will apply.

Our Client Committment »

 

QuickBooks, Accounting, and Bookkeeping Support Plans

You have the software. You have the know-how, but have a “quick question” or need help with “just this one thing”? Team Bottom Line is at your service! Our support plans offer additional support when you need it. Debits and credits, journal entries, assets, loans, reconciliation…what can we help you with? Our Essential, Plus and Pro Plans have you covered!

Need more than a phone call? Want us to show you EXACTLY where that menu is? Choose our Travel Support Plan and we will meet you onsite and get you on track. Have a follow up question - no problem! Calls are included, too.

 
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Essential Plan: Single call, up to 15 minutes. If additional time is needed, the call is billed for additional minutes as shown above.

Plus and Pro Plans: *Unlimited calls for the balance of the plan. Calls are charged in one minute increments and deducted from the plan balance. Remaining minutes may be used for up to one year from the date of purchase. Any additional minutes, over the plan balance, are billed as shown above.

Travel Plan: *Unlimited calls and onsite support for the balance of the plan. Travel to and from site are deducted from plan balance. Onsite visits are 60 minutes minimum deduction from the plan balance. Calls are charged against the plan balance in one minute increments. Remaining minutes may be used for up to one year from the date of purchase. Any additional time used, over the plan balance, is charged at $95/hour plus mileage at the current federal mileage rate.

Support Plans do not include the following services: software installation, QuickBooks setup, data transfer/conversions, data corruption repair, accounting or data entry services or software training. These services may be provided at an additional charge.

 

By purchasing our support plans, you will receive priority support from our highly qualified QuickBooks certified team and have the peace of mind that you are receiving professional guidance and getting your books in order! If we are not immediately available, we will return your call promptly (from 8:00am to 3:00pm Eastern time, Monday thru Friday.) Call us at (757) 228-5883. We reserve the right to change our rates without further notice.


QuickBooks Services

  • QuickBooks Setup & Customization - QuickBooks Desktop or Online? Essentials, Plus, or Pro? We have certified QuickBooks ProAdvisors - experts - to help you decide which options are best for your business needs.

    Set up & Customization examples:

    • Chart of Accounts

    • Vendors

    • Invoices

    • Payroll

    • Online Banking

    • Integrating Third-Party Apps

  • QuickBooks Clean Up - Overwhelmed? Feeling behind? Bookkeeping not at the top of your to-do list? We’ve seen it all! Let’s get your books in order and you up to speed on the health of your business.

  • Training - Train new or current users on specific topics or entire processes.

  • Consulting - Review current setup and workflows. Provide guidance for streamlining, increased efficiency, and best practices.


Accounting & Bookkeeping Services

Our services include, but are not limited to:

  • Small Business Accounting

  • Outsourced Bookkeeping

  • Reconciliation of Bank & Credit Card Statements

  • Accounts Receivable/Payable

  • Bookkeeping Clean Up

  • Income Statement, Balance Sheet, G/L

  • Custom Reports

  • General Ledger & Journal Entries

  • Work with your CPA to Prepare Books for Tax Time


Virtual or Part-time CFO Services

Do you have growth goals? Need help creating a financial strategy that will take your company to the next level?

As a former CFO for a world leading maritime security firm, Erin has the essential skills and experience to help you:

  • Build the appropriate model

  • Focus on the key financial elements for your survival (companies can bankrupt themselves through growth!)

  • Help you plan and build a successful financial future.

Hiring a part-time CFO may be your next step.  Call us for a consultation.


Business Checks and Supplies

We have used ChecksforLess.com products for years and recommend their products to our clients for their business banking needs. ChecksforLess.com offers quality products, excellent customer service and the “Lowest Prices” guarantee.

Affiliate Link: If you choose to make a purchase after clicking the picture below, we may make a small commission, at no additional cost to you. It’s a win-win.

If you use QuickBooks, be sure to click on “QuickBooks Compatible” under “Shop By Category”.


Time Tracking and Scheduling Software

 
 

Every .75 seconds, somewhere in the world, an employee clocks in using TSheets time tracking and scheduling software. Thousands of companies in over 100 countries trust our online timesheet and drag-and-drop scheduling technology.

Employees track time using a computer, mobile phone, GPS-enabled apps, text, dial in and more with clock in / out punch card or manual timesheet flexibility. This adds up to make TSheets the #1 employee rated and requested time tracking and scheduling software on the planet.