Team Rocketjwmaw1111

Welcome to Rocket Bookkeeping

The bookkeeping division of Accounting Therapy, Inc.

The QuickBooks Pro’s have developed a team specifically devoted to addressing your bookkeeping needs:

Rocket Bookkeeping

Rocket Bookkeeping is a stellar way for you to save time and money on that dreaded task of tracking your finances while adding a second eye to help you identify your expense, income, inventory, and all that fun stuff that keep you up at night.


Our customizable bookkeeping service options mean you only pay for the services you need

Browse and compare details on our Earth, Venus and Mercury plans below. Bookkeeping services are most often provided monthly, however we can accommodate a weekly or semi-monthly update.


We can help you get started and customize services to fit your needs

Call (310) 791-1230
Email Info@AccountingTherapy.com
Schedule an Appointment
Contact Form


Rocket Bookkeeping Service Options

3. Earth

Highest-Level $1,250+ per month

Our Earth Package is fully customized for you and starts at $1,250 per month.

This service is for the larger business that employs around 20 employees.  These companies generally have up to 5 bank and credit cards for many employees.  They may also be in need of tracking corporate credit card accounts and have provided business cards for many employees.  These companies will not only track their Invoices and Bills but may also require Sales Orders and/or Purchase Orders as well as possibly tracking their inventory.  Monthly Reports Delivered: Balance Sheet, P&L, Open Invoices, Unpaid Bills, and Custom Industry-Specific Reports.


2. Venus

Mid-Size $750+ per month

Our Venus Package starts at $750.

This service is for the mid-size business with around 8 employees.  These companies generally have 2-3 bank accounts and up to two credit cards.  These companies will create Invoices and Enter bills into their QuickBooks file for tracking of their Receivables and Payables and may also Sales Tax deposits and filings.  Monthly Reports Delivered: Balance Sheet, P&L, Open Invoices and Unpaid Bills.


1. Mercury

Start-Up $350+ per month

Our Mercury Package starts at $350.

This service is for our startups and youthful companies with very few employees and averages two bank accounts and/or credit cards.  They have a limited number of business transactions and generally do not track their bills or invoices.  Income and Expenses are recorded their QuickBooks file only when a transaction is posted to the bank or credit card.  Also known as Cash Basis Accounting.  Monthly Reports delivered: Balance Sheet, Profit & Loss Statement.

Compare Rocket Bookkeeping Service Options

  • choose your plan

  • General Activity

  • If you report your income and expenses as they hit your bank or credit card account, your a Cash Basis business. If you report your expenses as of the date of a bill and income as of the date of an invoice, you are an Accrual Basis business. If you have no idea which one you do give us a call and we can help.

    Accounting Basis
  • We import your banking transactions into your QB file and add the transactions into the register. Your expenses and income can then be reconcile to the activity from your Financial institution.

    Bank & Credit Card Download--Match & Reconcile
  • Having a sit down to see how your business is doing is really important. We sit down with the owner of the company or an elected substitute to discuss current and prior financial trends, activity and balances.

    Financial MTG
  • Sales done outside of QuickBooks. i.e. Web Sales, POS, Cash transactions, Wave, etc.

    Non-Integrated Sales
  • Don't forget that dreaded payment. We'll handle it. We will gather the information from your QuickBooks file, log into the State Board of Equalization website and process the return. No Stress!!

    Sales Tax
  • Don't want to deal with payroll. We will process Payroll in your QuickBooks file based on totals from your time tracking software. Easy peasy!!

    Payroll Processing (Tsheets or Totals sent to us)
  • After we train your staff to properly process the day to day transactions, we will review reports in QuickBooks for anything that looks out of the ordinary. We will provide reports for inventory counts and adjust as scheduled.

    Inventory
  • After your staff is trained to properly process the day to day we will review your reports in QuickBooks and look for any transactions un-classed or not allocated to a location. If either of these options are used in your file you will also receive your financials to include details by class and/or location.

    Class & Location
  • Some businesses only prefer to create invoices for their customers and deposit the check when the payment arrive in the mail. Accounting Therapy will receive the payments and make deposits in the QuickBooks file. We will review A/R and provide reporting for your review as scheduled.

    Receive Payment / Make Deposits
  • For business owners who do not want to deal with paying their bills we have an option available to automate the bill paying process. There is a per transaction fee for this option that will be added to your monthly fee.

    Pay Bills (Bill.com)
  • Reports

  • The Balance Sheet shows you your current Balances on not only your bank accounts and Credit Card/ Loan accounts. It also shows you your equity position and how much money you've made in the business accumulatively.

    Balance Sheet
  • The Profit & Loss (also known as the Income Statement) shows you your income and expense for the date range you have selected. We can compare to prior periods and prior years for seeing growth, or troubles, in ones business.

    Profit & Loss
  • We can provide suspense report and Uncleared transaction report as scheduled. This will give you the ability to see what transactions we need help identifying and what checks have not cleared the bank yet.

    RVW/RSCH Suspense & Uncleared
  • This is the action of Comparing the balances on the balance sheet to be sure it matches the modules (Invoices, Credit memos, Bills, Bill Payment, etc.) that create these balances. Sometimes employees think its a great idea to post to these account and that can throw balances of and create a mess. We cannot prevent an employee from making mistakes, but we can catch it when they do and follow up with some quick training.

    BS Compare to Open Invoice, Unpaid Bills, Inventory
  • Based on your industry, your needs and QuickBooks functionality, we can create a group of custom reports that can be sent to you as scheduled.

    Industry Specific Reporting
  • Year End and Quarterly Tasks

  • Preparation of Annual 1099 forms based on data within the QuickBooks file. This includes preparing mailing, filing with IRS and providing you the Payer copy.

    1099's
  • Review of QB file for tax purposes. While we are not CPA's and don't have all the answers, we can help yo with tax prep by providing the questions to ask your CPA if there are abnormal/uncommon situations within your financials. After you CPA has filed your returns we will determine if there were any tax adjustments and adjust your QB file to match you tax return.

    Prep for Tax / Recon to Tax
  • Sometimes Sales Orders and Purchase Order don't go through. Most of those times employees forget to close out these transactions. If this does occur, with your approval, we will close old open Purchase Orders or Sales Orders and ever write Off and open Invoices or Unpaid Bills in your QuickBooks file.

    Clear Open SO's, PO's and A/R & A/P Writeoffs
  • Misc Additional

  • We will confirm the integrity of local QB file and perform standard repairs as needed.

    Database Integrity Management
  • Do you have an annual budget you'd like to stick by? We get your budgets in QuickBooks and prepare reports for you as scheduled to see if your hitting your marks.

    Budgeting
  • Labor Law Poster
  • We can help you with your outside software that talks to QuickBooks. Let get automated!!! Initial setup is not included in your monthly Fee however general maintenance related to the integration with your QuickBooks file can be included.

    3rd Party Integration
  • Mercury

  • $350+

    per month

  • Cash Basis
  • yes
  • Quarterly
  • yes
  • no
  • no
  • no
  • no
  • no
  • no
  • yes
  • yes
  • Review Only
  • no
  • no
  • yes
  • no
  • no
  • Annually
  • no
  • no
  • no
  • Venus

  • $750+

    per month

  • Cash OR Accrual
  • yes
  • Quarterly
  • yes
  • yes
  • Up to Bi-Weekly
  • Basic
  • no
  • no
  • no
  • yes
  • yes
  • Review & Research
  • yes
  • no
  • yes
  • yes
  • Annually
  • Quarterly
  • yes
  • no
  • no
  • Earth

  • $1250+

    per month

  • Cash OR Accrual
  • yes
  • Monthly
  • yes
  • yes
  • Up to Weekly
  • Premier
  • yes
  • yes
  • yes
  • yes
  • yes
  • Review & Research
  • yes
  • yes
  • yes
  • yes
  • Quarterly
  • Quarterly
  • yes
  • yes
  • yes