Packages
Bookkeeping Services
Start-up
From $300
Per Month
Monthly
Bookkeeping
Full Report Package
Plan Details
-
Expert Bookkeeping Team
-
Accrual Basis / Cash Basis
-
Monthly Reconciliations
-
< 90 monthly transactions
-
Up to 2 Accounts / Class Divisions
-
CPA Package
Secure Hosting
-
Financial Document Storage
You Choose:
-
QuickBooks Premier Desktop
-
QuickBooks Online included in plans
-
Cloud Hosting for Desktop and above
$725 Initial Setup
Entrepreneur
From $500
Per Month
Monthly
Bookkeeping
Full Report Package
Plan Details
-
Expert Bookkeeping Team
-
Accrual Basis / Cash Basis
-
Monthly Reconciliations
-
< 180 monthly transactions
-
Up to 3 Accounts / Class Divisions
-
Period Close-Out & Review
-
Access to Forms & Templates
-
Process Review & Streamlining
-
CPA Package
Secure Hosting
-
Financial Document Storage
You Choose:
-
QuickBooks Premier Desktop
-
QuickBooks Online included in plans
-
Cloud Hosting for Desktop and above
$1,500 Initial Setup
Small Business
From $1,000
Per Month
Weekly
Bookkeeping
Custom Report Package
Plan Details
-
Expert Bookkeeping Team
-
Accrual Basis / Cash Basis
-
Weekly Reconciliations
-
< 270 monthly transactions
-
Up to 3 Accounts / Class Divisions
-
Accounts Payable Management
-
Up to 40 Vendor Bills
-
Twice Monthly Bill Pay
-
Annual 1099 Filings
-
Period Close-Out & Review
-
Access to Forms & Templates
-
Process Review & Streamlining
-
CPA Package
Secure Hosting
-
Financial Document Storage
You Choose:
-
QuickBooks Premier Desktop
-
QuickBooks Online included in plans
-
Cloud Hosting for Desktop and above
$1,500 Initial Setup
Controller Services
Mid-Size
From $1,500
Per Month
Daily
Bookkeeping
Custom Report Package
Plan Details
-
Expert Bookkeeping Team
-
Accrual Basis / Cash Basis
-
Daily Reconciliations
-
> 270 monthly transactions
-
Up to 4 Accounts / Class Divisions
-
Accounts Payable Management
-
Up to 80 Vendor Bills
-
Weekly Bill Pay
-
Annual 1099 Filings
-
Period Close-Out & Review
-
Access to Forms & Templates
-
Process Review & Streamlining
-
CPA Package
Secure Hosting
-
Financial Document Storage
You Choose:
-
QuickBooks Premier Desktop
-
QuickBooks Online included in plans
-
Cloud Hosting for Desktop and above
$1,500 Initial Setup
Enterprise
From $2,900
Per Month
Daily
Bookkeeping
Custom Report Package
Plan Details
-
Expert Bookkeeping Team
-
Accrual Basis / Cash Basis
-
Daily Reconciliations
-
> 350 monthly transactions
-
Up to 5 Accounts / Class Divisions
-
Accounts Payable Management
-
Up to 200 Vendor Bills
-
Weekly Bill Pay
-
Annual 1099 Filings
-
Daily Sales Receipt Entry
-
Period Close-Out & Review
-
Access to Forms & Templates
-
Process Review & Streamlining
-
CPA Package
Secure Hosting
-
Financial Document Storage
You Choose:
-
QuickBooks Premier Desktop
-
QuickBooks Online included in plans
-
Cloud Hosting for Desktop and above
$1,500 Initial Setup
For businesses, this is the standard rate sheet but can also be negotiated to add other services such as monthly and
quarterly sales tax forms preparation and filing. Hourly rates can be used for customers not wanting to be locked into a contract.
Payroll Services
Start-up
From $300
Per Month
Plan Details
-
1 to 4 employees
-
Weekly / Bi-Weekly Paycheck Processing
-
Payroll Tax Processing
-
Quarterly & Annual Tax Filing
-
Processing W-2s
-
Able to do Direct Deposit
Entrepreneur
From $300
Per Month
Plan Details
-
5 to 9 employees
-
Weekly / Bi-Weekly Paycheck Processing
-
Payroll Tax Processing
-
Quarterly & Annual Tax Filing
-
Processing W-2s
-
Able to do Direct Deposit
Small Business
From $400
Per Month
Plan Details
-
10+ employees
-
Weekly / Bi-Weekly Paycheck Processing
-
Payroll Tax Processing
-
Quarterly & Annual Tax Filing
-
Processing W-2s
-
Able to do Direct Deposit
Mid-Size
From $500
Per Month
Plan Details
-
25+ employees
-
Weekly / Bi-Weekly Paycheck Processing
-
Payroll Tax Processing
-
Quarterly & Annual Tax Filing
-
Processing W-2s
-
Able to do Direct Deposit
Enterprise
From $750
Per Month
Plan Details
-
35+ employees
-
Weekly / Bi-Weekly Paycheck Processing
-
Payroll Tax Processing
-
Quarterly & Annual Tax Filing
-
Processing W-2s
-
Able to do Direct Deposit
Ala Carte Services
-
Customized Setup
-
Consulting
-
Cleanup
-
Manage Item List
-
Training
-
Adjusting Entries
-
Invoicing / Sales Receipts
-
Reconcile Cash On-Hand
-
Receive Payments / Make Deposits / (Itemized Deposits)
-
Prepare Monthly Statements
-
State Sales Tax Filing
-
Entering Purchase Orders
-
Online Bill Payments
-
Process 1099s
-
Workers Comp Audit Prep
-
Reconcile Additional Bank or Credit Card Statements
-
Reconcile PayPal Account
-
Loan Reconciliations
-
Management Reports
-
Budgets
-
Cash Flow Analysis
Q & A
What Qualifies as a Transaction?
What Qualifies as an Account?
Do I need to buy QuickBooks?
A transaction is any check, deposit, paycheck, vendor payment, debit or credit card charge
An account is any bank, credit card, payment clearing, or payroll clearing on your books that experiences 30+ transactions per month. We reconcile PayPal accounts.
Only if you want to use a desktop version (Pro, Premier, or Enterprise).
We can help you decide if you want to move to QuickBooks Online.