Bookkeeping Services
At Upscale Financial, we specialize in providing professional bookkeeping services exclusively using QuickBooks, the industry’s leading accounting software. As QuickBooks Certified Professionals, we bring the expertise and dependability needed to keep your financial records accurate, compliant, and up-to-date.
We understand that every business is unique, and that’s why we tailor our bookkeeping services to meet your specific needs. Whether you’re managing daily transactions, preparing for tax season, or tracking cash flow, we ensure your financial data is organized and accessible, giving you the confidence to focus on growing your business.
Our Core QuickBooks-Driven Services Include 3 key areas:
Transaction Recording & Categorization: All your business income and expenses are tracked and categorized accurately.
Bank & Credit Card Reconciliation: We ensure your financial records align perfectly with your bank statements.
Financial Reporting: Gain insights with clear, actionable reports, including Profit & Loss Statements, Balance Sheets, and Cash Flow Statements.
Why Choose Us?
Certified Experts: As QuickBooks Certified Professionals, we know the software inside and out, ensuring your books are in the best hands.
Streamlined Process: With QuickBooks as our exclusive platform, we offer seamless integration, real-time updates, and user-friendly reporting.
Tailored Solutions: We customize our services to align with your business’s unique needs and goals.
Accuracy & Compliance: You can trust us to manage your books with meticulous attention to detail, helping you stay compliant and prepared for tax time.
At Upscale Financial, we don’t just manage your books—we empower your business with financial clarity and the tools to succeed. Let our QuickBooks expertise simplify your bookkeeping and free up your time to focus on what matters most: growing your business.
Our Bookkeeping Packages
Essential
$250/Month
Transaction Recording & Categorization
Up to 100 Monthly Transactions
Monthly Bank and Credit Card Reconciliation (3 Accounts)
Quickbooks Setup and Maintenance
Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow Summary)
Email/Phone/Video Chat support
Popular
Growth
$400/Month
Everything in essential package
Up to 250 Monthly Transactions
Monthly Bank and Credit Card Reconciliation (6 Accounts)
Target Setting and Reporting
Monthly Business Coaching
Quarterly Financial Performance Reviews
Long Term Financial Planning and Goal Setting
Premium
$900/Month
Everything in previous packages
Up to 400 Monthly Transactions
Monthly Bank and Credit Card Reconciliation (8+ Accounts)
Bi-Weekly Business Coaching
Monthly Financial Performance Review
Quarterly Key Performance Indicator Analysis
Priority Support
*Prices subject to change based on business complexity
*GST not included in price