Boost productivity, cut costs


Did you know?  89% of small businesses say they are more successful because they work with an accountant.

Life Well Managed offers a Certified Public Accountant (CPA) and QuickBooks Certified ProAdvisor to help your business cut costs by providing off-site bookkeeping and accounting.  Outsourcing your financial needs can reduce overhead, boost productivity, provide peace of mind, and allow you to focus on running your business.  We are able to manage all of your bookkeeping, or supplement the work of your staff.  We can add efficiency to your processes by streamlining and automating workflows, and we lend our accounting expertise to your team to reduce the risk of errors.  We will send you customized financial and management reports so you have current data for your decision-making.  To reduce the fees you pay your tax accountant, we can clean up your QuickBooks file before tax season and send your tax preparer a package of your company's reports, bank statements, and other supporting documentation.

We are QuickBooks Certified and use QuickBooks Online, a cloud-based program, which allows you to access your books anytime, anywhere.  It also allows you to integrate apps that add value to your business.  We are able to provide our clients with QuickBooks implementation, troubleshooting, and training.  As we work together, we'll provide you support when you have questions.  All of our bookkeeping packages include a subscription to QuickBooks Online Plus.

We offer our clients fixed price packages, because we understand that small businesses want predictability and consistency.  There will be no surprise fees.  You don't have to worry about being nickle-and-dimed every time you have a question.  Since we offer clients unlimited quick questions, you can get the answers you need, when you need them, and that saves you money when you're able to avoid making a mistake.  

In addition to accounting services, we also offer clients a wide range of organizing and productivity services.  We provide solutions and strategies to help clients manage their busy schedules, freeing them to spend time and energy on more important things.

Our packages are flexible to meet your specific needs.  The packages below are our standard packages that suit most businesses, but we can customize a package for your company.  The list of services offered is an overview, it is not a comprehensive list, so please contact us if your particular needs are not listed.  We'd love to discuss your company's needs and answer your questions, so please contact us at info@lifewellmanaged.com or (804) 263-3186.    


  • QuickBooks Online Plus subscription ($40/month value)
  • Setup of standard Chart of Accounts
  • Entry of up to 50 transactions*
  • Reconciliation of up to three bank accounts (savings, checking, credit card)
  • Prepare monthly Balance Sheet and Profit & Loss
  • Unlimited quick question emails**
  • Satisfaction guaranteed

Basic


Plus

  • QuickBooks Online Plus subscription ($40/month value)
  • Setup of standard Chart of Accounts
  • Entry of up to 150 transactions*
  • Reconciliation of up to five bank accounts (savings, checking, credit card)
  • Prepare monthly Balance Sheet, Profit & Loss, and Accounts Receivable Aging
  • Process vendor payments through online banking
  • Create customer invoices
  • 30 minute Controller call
  • Unlimited quick question emails**
  • Satisfaction guaranteed


  • QuickBooks Online Plus subscription ($40/month value)
  • Setup of custom Chart of Accounts
  • Entry of up to 250 transactions*
  • Reconciliation of up to seven bank accounts (savings, checking, credit card)
  • Prepare weekly Balance Sheet, Profit & Loss, and Accounts Receivable Aging
  • Process vendor payments through online banking
  • Create customer invoices
  • Includes Year-End Tax Prep package (details below)
  • 60 minute Controller call
  • Unlimited quick question calls or emails**
  • Satisfaction guaranteed

Premium


QuickBooks Online Implementation

  • Discounted QuickBooks Online and Payroll subscriptions
  • Discounted credit card transaction fees with Payments
  • QuickBooks Online training for Finance staff, including training guides for future reference
  • Setup of standard or custom Chart of Accounts
  • Bank account integration
  • Customize settings to match your company's preferences
  • Create custom invoice, estimate, and sales receipt templates
  • Create vendors, customers, employees, products and services
  • Customize financial reports
  • Setup recurring transactions 


QuickBooks Tune Up

  • Review QuickBooks transactions completed by your in-house staff
  • Review financial data for accuracy
  • Clean up your QuickBooks file before tax season

  • Create 1099s for up to 25 subcontractors
  • Liaise with your tax accountant and send a package annually, including Balance Sheet, Profit & Loss, General Ledger, bank statements, and other supporting documents, as needed

Year-End Tax Prep


Add-On Services


* A transaction is one check, credit card charge, cash payment, deposit, or customer invoice.  Transactions above the monthly limit will be billed at an hourly rate.

** A quick question call or email is one that can be answered briefly, about two to three sentences.  For a more in-depth discussion or problem, a separate meeting can be scheduled and will be billed at an hourly rate.