IDL Financial Systems LLC

Personal Bookkeeping

Quicken® Setup*

Basic Package - $60

  • Accounting File
  • Bank Accounts
  • Categories

 

Plus Package - $30 per hour

(Basic package plus any or all components listed below)

  • Assets
  • Liabilities
  • Payees
  • Historical Data Compilation

Quicken® Maintenance*

Starting at $120 per month (3 months minimum)

 

Analysis

  • Analyze your existing bookkeeping system for maximum functionality and efficiency

Bookkeeping

  • Enter data from financial documents (i.e. checks, bills, invoices, receipts)
  • Set up recurring transactions (i.e. paychecks, preauthorized bank drafts, installment loan payments, etc.)
  • Reconcile bank statements
  • Write/print checks

Budgeting

  • Create a plan to help you stay focused on achieving your financial goals

Reports (most frequently used and ad hoc)

  • Income/Expense
  • Transaction Detail
  • Net Worth
  • Budget
  • Account Balances

*Services do not include charges for mileage or reimbursed expenses (i.e. parking, postage, copies, etc.). Where applicable, these expenses are billed in addition to services.

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Quicken® is a registered trademark of Intuit, Inc.