Service Packages
Gold
Weekly Bookkeeping
We manage QuickBooks so you don’t have to
Monthly-End Bookkeeping
We finalize and close out the month, so you know everything is sorted & correct
Monthly Zoom Meeting
Clinician Profitability Table
Access to the Private Practice Dashboard and Practice Benchmarking
Payroll Integration & Support
Profitability First Implementation
Monthly Profitability & Cash Management Check-In
Receipt & Document Storage
QuickBooks Online Subscription
Budget/Forecast Updates
Quarterly Goal Setting & Profitability Plan Meeting
Additional Monthly Meeting
As needed
Profit First Training for Your Team
Webinar wtih your team on how to set up Profit First for themselves (Helpful for 1099 team members).
24 hr response time
Most popular
Silver
Weekly Bookkeeping
We manage QuickBooks so you don’t have to
Monthly-End Bookkeeping
Monthly Zoom Meeting
Clinician Profitability Table
Access to the Private Practice Dashboard and Practice Benchmarking
Payroll Integration & Support
We support you in Gusto & make sure everything runs smoothly
Profit First Implementation
Monthly Profitability & Cash Management Check-In
Receipt & Document Storage
48-72 hr response time
Bronze
Weekly Bookkeeping
We manage QuickBooks so you don’t have to
Monthly-End Bookkeeping
Pre-recorded Monthly Meeting
A quick review of the financial story of your practice for the last month
5 business day response time
Quickbooks Cleanup
Starting at $275 (one-time cost)
If your QuickBooks Online account is inaccurate or behind we can go through your data and get QuickBooks back to being accurate and up to date. This can be done for any time period, from a few years to a few months depending on your needs.
Testimonials
Mike Michalowicz, Author of Profit First and CEO of Profit First Professionals
The Navigator Bookkeeping Team are personable, knowledgeable, and efficient. Their accounting reports are detailed, they assist with problem-solving, and send relevant information and recommendations regarding our business expenses, profits and distributions. We are very happy with their services and the support they’ve provided for our company!
As an insurance-based mental health practice, managing my practice’s finances used to be complicated and time-consuming. But since I started working with Navigator Bookkeeping, it has been an exceptional experience.
Nate and his team are incredibly reliable and professional. They always make sure that my practice’s financial records are accurate and up-to-date. Their attention to detail is outstanding, and I trust them to handle my practice’s finances with precision. Nate’s expertise in bookkeeping for mental health practices has been invaluable in helping me understand the financial requirements specific to my profession. I feel that they really care about the success of my business.
I’ve run my own solo practice for years, but once my expansion plans began to unfold, I realized how quickly I was in over my head. Nate at Navigator Bookkeeping has helped me understand how to respond to my developing financial landscape as my practice grows and has been able to anticipate questions I wasn’t even aware I needed to know about. Highly recommend!!!
Navigator Bookkeeping has been huge for my business. Nate is extremely helpful and knowledgeable, and yet friendly and easy to talk to. He helps me to understand my business and the decisions I need to make by providing context, discussing tax and accounting consequences, and laying out risks/rewards. He is also prompt, reliable, and consistent. Would highly recommend!
l truly can’t say enough about the support I’ve received from Navigator Bookkeeping as a whole, and Nate in particular. I run a small business, but would not consider myself adept with the financial nitty gritty required to run it well. Nate and I meet regularly and he has this way of laying out and communicating my business’ financial picture in a way that helps me feel more secure. Since I’ve been working with Navigator Bookkeeping I feel like I have a better grasp and understanding of the health of my business. I’m so appreciative of all your help Nate!
Frequently Asked Questions
What is Bank Statement Reconciliation?
This is a monthly check to make sure QuickBooks is accurate compared to your bank and credit card accounts. This is essential to your bookkeeping accuracy, but also a good security check to make sure no money is leaving or coming into the business that shouldn’t be.
What is Classification in Quickbooks?
Classification is entering all of your business transactions in QuickBooks. As they get entered, transactions are put into a specific “account” (office expense, product revenue, equipment purchase) so you have exact information on how you’re spending and making money in your business.
What if I don’t have Quickbooks Online?
No problem! We strongly believe QuickBooks Online is the best accounting software for most businesses because of its ease of use, cloud accessibility, and security. If you don’t have QuickBooks Online we can transfer your bookkeeping files to it from QuickBooks Desktop, Freshbooks, or most other platforms. Or, we can create a new QuickBooks Online account for you.
Can I upgrade to a different plan at a later time?
Definitely! All plans are charged month-to-month, so if you need to make changes, you’re always able to.
Do you have long-term contracts?
Never! All packages are charged on a monthly basis, so if you need to cancel or make a change, it’s simple to do so.
Can you file my taxes or complete an audit?
Not at this time, though we would love to move to that. We do monthly bookkeeping and consulting services only. It’s what we’re skilled in and what we love. If you need tax, audit, or other similar services, we’d love to refer you to a partner firm.
I don't have a Quickbooks Online Subscription. What do I do?
If you’re new to QuickBooks, we can purchase a wholesale subscription for you, saving you 50% on the cost of the subscription for the life of your business. If you already have a subscription, you’ll need to continue paying for that.
