The monthly plans have base pricing that is custom tailored to your individual needs. Exact pricing will be calculated after we get to know you and your business and have the opportunity to look at your current accounting system.
Monthly reconciliation of up to 2 bank/credit card accounts with an average of 75 total transactions a month, monthly reports, 2-business-day turnaround, and sales tax filing
Reconciliation of 3-4 bank accounts with a max of 200 transactions, weekly transaction review, payroll integration, monthly report pack, 45 minute monthly review call, priority 1-business day email support, and sales tax filing.
Monthly reconciliation of 5-8 bank accounts with a max of 500 total transactions, full cycle bookkeeping and multi-account reconciliation, payroll processing of up to 15 employees/contractors, same-day support, sales tax filing
Items can be added on to monthly plans, or as stand alone services
Full system setup & chart of account customization.
Transactions that have not been added to the books for more than three months, data clean-up and recreation of accurate transactions over several years.
Migrate current payroll provider to Gusto, our preferred payroll partner.
File monthly, quarterly, or annual state excise tax returns based on information provided directly from clients.
Build annual budgets and cash-flow models.
File annual 1099s based on information from monthly bookkeeping or from information provided directly from clients.
Setting up and paying client vendors with an online processor.
Setting up and paying client vendors with an online processor with the addition of contacting client vendors for W9s for 1099s with direct vendor communication.
Ensure that payments are assigned to the correct open invoices and invoices are being synced correctly from client invoice system (if invoicing outside of QuickBooks).
Create invoices, apply payments, record deposits and send AR report to clients for follow-up
We can bundle your current QuickBooks Online subscription with your custom service package as a add on based on the level of subscription you are currently on. That will be an additional fee.
These are just some of the services that we offer. As we partner with new clients, each plan can be custom tailored to your specific needs.
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