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SERVICES
MONTHLY BOOKKEEPING
We will oversee your personal or company’s financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. We will be responsible for recording and maintaining financial transactions, such as purchases, expenses, sales revenue, invoices, and payments. We will perform daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments.
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Starting at $500 per month
QUICKBOOKS ONLINE SETUP
Perfect for business owners who are on a tight budget and are happy with a comprehensive overview of the software, but with no on-going support.
We will:
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Analyze and select the best solution
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Set up your business on QuickBooks Online
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Set up your company preferences and templates
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Set up your Chart of Accounts
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Move your data from QuickBooks Desktop to QuickBooks Online
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Maximize your tax deductions
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Starting at $200
QUICKBOOKS ONLINE CLEANUP
The purpose of this 'Cleanup Service' is to assist QuickBooks Online users with reconciling historical accounts up to the point of the previous year's tax filing, and categorizing historical transactions back to the user's most recent tax year filing. Schedule your no-obligation call to discuss cleaning up or catching up your books! Wallace Financial Solutions Bookkeeping gives you better financial control of your business. A free consultation! We'll get your books done. Fast turnaround!
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Starting at $1,500
TAXDOME PIPELINE SETUP & AUTOMATION
If you are a TaxDome user then you know how difficult it can be to set up a pipeline. And it is even more difficult to automate a pipeline. Well now you no longer have to worry! This is something we specialize in here at Wallace Financial Solutions. We will setup your pipeline and have it automated in no time. Please do not hesitate to contact us.
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Starting at $800
BUSINESS GRANT/LOAN APPLICATION ASSISTANCE
When you choose our team to handle your Business Loan Assistance, you receive more than our expertise and insight. You receive professional partners who work tirelessly to minimize your stress and ensure your financial health.
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Starting at $300 per application
THE WALLACE FINANCIAL SOLUTIONS STORY
Since 2021, Wallace Financial Solutions, LLC has been helping clients in the Sacramento area reach their potential. We ensure that individuals, small businesses, corporations, nonprofits and all of the other clients we work with have a nuanced understanding of their finances, allowing them to maximize their profit.
We pride ourselves on being a versatile and ethical Bookkeeping Service. Whether you need assistance with bookkeeping, business grant/loan applications, QuickBooks Online or TaxDome automation, we would love to help. Reach out to our team today to start the conversation.
REVIEWS & FEEDBACK
IN THE WORDS OF OUR SATISFIED CLIENTS
