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Clifton Heights
Here's a glimpse of the services we offer: Outsourced CFO Services: As your trusted partner, I will provide strategic financial guidance tailored to your specific business goals. From budgeting and forecasting to cash flow management and financial reporting, we will ensure your financial operations are streamlined for success. Bookkeeping: Accurate and up-to-date bookkeeping is the foundation of a successful business.
We are Rollo Bookkeeping, a family-owned practice that has been helping small business with their tax and accounting needs for over 5years in Clifton Heights (Aldan PA) and all over the world. We strongly believe in providing our clients with FIXED PRICING based on specific outcomes and results expected by our clients. However, sometimes they want to know our HOURLY rates and base fees for monthly services, so here is a good example of how we price our services. Please do not hesitate to call us to request a “fixed-rate” for your specific project. We may charge an hourly fee for any discovery consultations required in order to provide a fixed-rate price (credited towards the project cost)
Bookkeeping Services
Premium Level
Starting at $750 to $1,800 Monthly
Based on QuickBooks Online Plus (subscription paid by us. a $80/m value) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
Customer invoicing assistance.
Recurring customer invoicing assistance.
Bill and Bill Payment Assistance.
Monthly Bank Reconciliations.
Monthly Credit Card Reconciliations.
Assistance on how to handle Job Costing and Classes.
Monthly Financial Reports and Customized Reports for analysis.
Accounting Adjustments, Reclassifications and Monthly closing of Books.
Quarterly Revision of Financial Statements with Owners and Managers
Training on how to use specific features of the software.
Advise on how to use and sync third-party apps with the software if needed.
QuickBooks Training
Install/Setup your QuickBooks software
Setup and clean your chart of accounts and item lists
Help you get QuickBooks Payroll setup correctly
Customize your forms and QuickBooks settings
Evaluate your current Bookkeeping workflow and QuickBooks usage
Train you and/or your team in the proper use of QuickBooks
Reconcile your bank accounts and show you how to upkeep your bank balances
Teach you how to create custom reports and understand your financial statements
A great accountant will provide a business owner with accurate financial information which allow them to take better decision.
The ability to help the small business owners like me to grow.
My objective is to :
Help small business owners to better understand their business
Make a positive impact in my community
Dependability
Accuracy
We strongly believe in providing our clients with FIXED PRICING based on specific outcomes and results expected by our clients. However, sometimes they want to know our HOURLY rates and base fees for monthly services, so here is a good example of how we price our services.
Yes, we provide our services online, onsite and remotely
Our trainers can go to your home or office and train you one-on-one in any area of QuickBooks you need. We are located in Aldan, PA, but work in the tri-county area, trip charge or parking cost may apply depending on the area.
Private training at YOUR office by a Certified QuickBooks ProAdvisor is $750 for the first 2 hours ($175 each additional hour), we travel within 20 miles of our Aldan Office.
You can also consider remote training if you are outside the Aldan Area
We recommend these trainings to be One on One (but additional persons may attend at no additional charge, just make sure there is space for us to work comfortably).
If you need less than 2 hours or are not within our commuting distance, we can also provide hourly training/support for $375 for 45 minutes via Remote Access by a Certified QuickBooks ProAdvisor
