World-Class Bookkeeping with Quickbooks Online

Scaleable, Robust Accounting and Bookkeeping for your growing business. Custom Business Solutions uses Quickbooks Online and its App Ecosystem. Access your information from anywhere, securely.

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Move to the Cloud

Access your financials from anywhere. QBO is available on your computer, tablet or mobile device.

Enhanced Security

You’re information is more secure in the cloud, than on your desktop. No more worrying about your backups. No more discs.

Sit back while we do the work

Cash Flow is always important, but the three main financial statements are interrelated. Viewing them holistically can help you make smart financial, investment, and management decisions for your business.

We'll provide the education

We will provide you with training, so you can make the switch easily, without worrying about whether or not your books are right.

The QuickBooks Ecosystem – Marmalade uses apps to help run their business

Marmalade leverages the QuickBooks Online ecosystem to integrate Square and Stitch Labs and PayPal so they can focus on delivering amazing styles and great customer service, not numbers. Now, Marmalade has more time to focus on their unique clothing and accessories that have made them a go to boutique in San Francisco for a long time.

Document Storage & Bill-Pay

Send us your bills, and we can record and pay them, without you having to worry. All of your bills will be scanned and attached to your bills in QBO so you can see them for yourself. Want to sign off on the bills before they are paid? We can get your approval via Bill.com in minutes.

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Here's How it Works

Scan your documents to us

Use your scanner, or we can let you borrow one of ours, and send your bills to Hubdoc.

We enter the bills

We process the information you sent us, and publish the information to Quickbooks Online

Review bills to be paid

Using Bill.com, we allow you to review your bills, and then we pay them for you

Pay the Bills

We send our an e-payment or check, and communicate with Vendors

Send you your reports

We send you reports from QBO, or we provide more indepth reports with Fathom

Get your taxes done

Don't freak out during tax time. We'll work with your tax-preparer to get your taxes done early.

Plans and Pricing

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Bottom Line Management

$???
  • A/P: Setup/maintain paperless A/P processing system with training
  • A/P: Post invoices and balance vendor statements
  • A/P: Post expenses, credit card and cash transactions
  • A/P: Review and Pay bills
  • A/P Expense monitoring and advice
  • A/R: Invoice customers, post payments received
  • A/R: Monitor balances, address discrepancies
  • A/R: Review and manage aging receivables and write offs
  • Cash: Daily sales entry/reconciliations, if applicable
  • Cash: Post all bank account transactions
  • Cash: Post all credit card transactions
  • Cash: Complete bank and credit card reconciliations
  • PR: Prepare and submit time to 3rd party provider
  • PR: Post payroll journals from 3rd party provider
  • PR: Worker’s compensation audit support
  • Reports: Quarterly basic financial reports
  • Reports: Full management reporting every month
  • Reports: Weekly reports on your KPIs
  • Communication: Unlimited email/phone support
  • Advanced: Inter-company transfer Reconciliations
  • Advanced: Loan balance reconciliations
  • Advanced: Maintenance of balance sheet accounts
  • Advanced: State tax, labor or IRS audit support
  • Sr. Management: Monthly financial review
  • Sr. Management: Quarterly business review meeting
  • Sr. Management: Annual budgeting and projections
  • Year End: 1099 preparation/1096 submission
  • Year End: Coordinate with CPA on accurate and timely tax filings
  • Free QuickBooks Online subscription
  • Free Hubdoc and Bill.com subscriptions

Premium Package

$???
  • A/P: Setup/maintain paperless A/P processing system with training
  • A/P: Post invoices and balance vendor statements
  • A/P: Post expenses, credit card and cash transactions
  • A/P: Review and Pay bills
  • A/P Expense monitoring and advice
  • A/R: Invoice customers, post payments received
  • A/R: Monitor balances, address discrepancies
  • A/R: Review and manage aging receivables and write offs
  • Cash: Daily sales entry/reconciliations, if applicable
  • Cash: Post all bank account transactions
  • Cash: Post all credit card transactions
  • Cash: Complete bank and credit card reconciliations
  • PR: Prepare and submit time to 3rd party provider
  • PR: Post payroll journals from 3rd party provider
  • PR: Worker’s compensation audit support
  • Reports: Quarterly basic financial reports
  • Reports: Full management reporting every month
  • Reports: Weekly reports on your KPIs
  • Communication: Unlimited email/phone support
  • Advanced: Inter-company transfer Reconciliations
  • Advanced: Loan balance reconciliations
  • Advanced: Maintenance of balance sheet accounts
  • Advanced: State tax, labor or IRS audit support
  • Sr. Management: Monthly financial review
  • Sr. Management: Quarterly business review meeting
  • Sr. Management: Annual budgeting and projections
  • Year End: 1099 preparation/1096 submission
  • Year End: Coordinate with CPA on accurate and timely tax filings
  • Free QuickBooks Online subscription
  • Free Hubdoc and Bill.com subscriptions

Standard Package

$???
  • A/P: Setup/maintain paperless A/P processing system with training
  • A/P: Post invoices and balance vendor statements
  • A/P: Post expenses, credit card and cash transactions
  • A/P: Review and Pay bills
  • A/P Expense monitoring and advice
  • A/R: Invoice customers, post payments received
  • A/R: Monitor balances, address discrepancies
  • A/R: Review and manage aging receivables and write offs
  • Cash: Daily sales entry/reconciliations, if applicable
  • Cash: Post all bank account transactions
  • Cash: Post all credit card transactions
  • Cash: Complete bank and credit card reconciliations
  • PR: Prepare and submit time to 3rd party provider
  • PR: Post payroll journals from 3rd party provider
  • PR: Worker’s compensation audit support
  • Reports: Quarterly basic financial reports
  • Reports: Full management reporting every month
  • Reports: Weekly reports on your KPIs
  • Communication: Unlimited email/phone support
  • Advanced: Inter-company transfer Reconciliations
  • Advanced: Loan balance reconciliations
  • Advanced: Maintenance of balance sheet accounts
  • $60/hour state tax, labor or IRS audit support
  • Sr. Management: Monthly financial review
  • Sr. Management: Quarterly business review meeting
  • Sr. Management: Annual budgeting and projections
  • $15 per 1099/1096 preparation and submission
  • Year End: Coordinate with CPA on accurate and timely tax filings
  • Free QuickBooks Online subscription
  • Free Hubdoc and Bill.com subscriptions

Starter Package

$???
  • A/P: Setup/maintain paperless A/P processing system with training
  • A/P: Post invoices and balance vendor statements
  • A/P: Post expenses, credit card and cash transactions
  • A/P: Review and Pay bills
  • A/P Expense monitoring and advice
  • A/R: Invoice customers, post payments received
  • A/R: Monitor balances, address discrepancies
  • A/R: Review and manage aging receivables and write offs
  • Cash: Daily sales entry/reconciliations, if applicable
  • Cash: Post all bank account transactions
  • Cash: Post all credit card transactions
  • Cash: Complete bank and credit card reconciliations
  • PR: Prepare and submit time to 3rd party provider
  • PR: Post payroll journals from 3rd party provider
  • PR: Worker’s compensation audit support
  • Reports: Quarterly basic financial reports
  • Reports: Full management reporting every month
  • Reports: Weekly reports on your KPIs
  • Communication: Unlimited email/phone support
  • Advanced: Inter-company transfer Reconciliations
  • Advanced: Loan balance reconciliations
  • Advanced: Maintenance of balance sheet accounts
  • $60/ hour state tax, labor or IRS audit support
  • Sr. Management: Monthly financial review
  • Sr. Management: Quarterly business review meeting
  • Sr. Management: Annual budgeting and projections
  • $15 per 1099/1096 preparation and submission
  • Year End: Coordinate with CPA on accurate and timely tax filings
  • Free QuickBooks Online subscription
  • Free Hubdoc and Bill.com subscriptions

Interested?

Provide us with some info and we can get back to you with a personalized quote. Questions? Contact Us

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