What Emtillect Offers
If your needs don’t fit neatly into a category, we’re happy to talk through your goals and develop a tailored approach.
Click on each service below for specific details and book your free consultation today.
-
Typical Scope
QuickBooks Online subscription guidance
Company settings configuration (industry, accounting method, fiscal year)
Chart of Accounts setup or customization
Sales tax setup (if applicable)
Bank and credit card connection guidance
Opening balance review
Basic automation setup (bank rules, recurring transactions)
User access & permissions
High-level review to confirm everything is functioning correctly
Ongoing support requires the purchase of a bookkeeping package.
-
Best for very small or early-stage businesses - Ongoing bookkeeping support with straightforward financial activity.
Typical scope
Up to ~50 transactions/month
Bank & credit card reconciliation
Categorization & cleanup
Monthly financial statements
Customer support
-
Best for growing or moderately complex businesses - Bookkeeping with added oversight and financial visibility to support growing operations.
Typical scope
~51–100 transactions/month
All Essentials services
Monthly review and adjustments
Accounts payable/receivable tracking
Basic financial insights
-
Best for established businesses - Bookkeeping paired with insight and reporting to support informed decision-making.
Typical scope
100+ transactions/month (or complexity-based)
All Plus services
Customized reporting
Budget vs. actual review
Advisory check-ins
-
Payroll Support (Intuit QuickBooks Online Payroll or client’s provider) - Payroll support is offered as an add-on service and priced based on employee count and complexity.
-
Advisory services focused on compensation strategies, human resources/people and culture strategies and organizational clarity. These services are tailored to fit the needs of the client and invoiced separately following consultation.
-
Advisory services focused on administrative operational efficiencies and workflow strategies. These services are tailored to fit the needs of the client and invoiced separately following consultation.
-
Emtillect does not provide tax preparation services. We work collaboratively with your CPA or tax professional to ensure your books are accurate and ready for filing.