Our Packages

Catch-up & Clean-up Monthly Services

A bookkeeping process is established for your business via QuickBooks Online and other integrated applications you utilize.

  • Strategic Income Categorizing via Products & Services Sold.
  • Sales, Estimates & Invoicing process reviewed.
  • Intentional Expense Categorizing review w/Receipt Matching & Monthly Reconciliation.
  • Establish Automation Station.
  • Customized Financial Reports Reviewed w/ Owners.
  • Reconciliation of all accounts provided.
  • Payroll Review for Owners, Employees & Contractors. Client Maintains.
  • Connecting applications may be necessary.
  • Secure file & password share for all applications used.
  • ALL banking statements to date will be required.
  • Intentional Budget Plan (additional fee)

Guided Set-up Process

6 month minimum

Take a dlux Solutions guided process. Invest in accountability and support to ensure a do it yourself bookkeeping success with QuickBooks Online.

  • Obtain a thorough understanding of your customized financial reports.
    • Review Sales, Estimates & Invoicing process
    • Establish Strategic Income Categorizing via Products & Services Sold.
    • Build an automation station & review receipt capturing process.
    • Create & Practice Intentional Expense Categorizing.
    • Understand the reconciliation of all accounts.
  • Payroll Review for Owners, Employees & Contractors. Client Maintains.
  • Establish an Intentional Budget (additional fee)

Full Service Bookkeeping

12 month minimum

Too busy? Full Service Bookkeeping offers long-term maintenance to ensure year end records for your tax preparation needs.

  • A bookkeeping process is established for your business via QuickBooks Online and any other integrated applications you utilize.
  • Strategic Income Categorizing via Products & Services Sold.
  • Sales, Estimates & Invoicing process reviewed.
  • Intentional Expense Categorizing review w/Receipt Matching & Monthly Reconciliation.
  • Establish Automation Station.
  • Customized Financial Reports & Reviews w/ Owners.
  • Reconciliation of all accounts provided.
  • Payroll Review for Owners, Employees & Contractors. Client Maintains.
  • Connecting applications may be necessary.
  • Secure file & password share for all applications used.
  • ALL banking statements to date will be required.
  • Intentional Budget Plan (additional fee)
Efficient and Accessible! If you have a question she will always be available to answer you and help you find a way to get the job done!

Brandon

2018-12-13T23:32:40-05:00

Brandon

Efficient and Accessible! If you have a question she will always be available to answer you and help you find a way to get the job done!
I got to meet Amanda, who is a really compelling financial management advisor. I highly recommend having her help you setup your financial processes so they are as simple and efficient as possible. She’s also great for goal setting.

Fete Companies & Chante Claire Farm

2019-03-06T22:10:35-05:00

Fete Companies & Chante Claire Farm

I got to meet Amanda, who is a really compelling financial management advisor. I highly recommend having her help you setup your financial processes so they are as simple and efficient as possible. She’s also great for goal setting.
dlux Solutions created clarity in my bookkeeping process. Working with Amanda allowed me to focus more time on my business - saving me time and money!

Colleen

2018-12-13T23:34:39-05:00

Colleen

dlux Solutions created clarity in my bookkeeping process. Working with Amanda allowed me to focus more time on my business - saving me time and money!
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