Let’s Take Your Business To The Next Level

Not all businesses are the same, so we have custom packages to fit your business needs and budget.

START-UP LEVEL

Between $350 to $950 / mo

Great option for Designers, Coaches, and Truckers

Based on QuickBooks Online Simple Start or Essentials (subscription paid by client)

  • Capture and categorize transactions based on your specific industry each month
  • Monthly Account Reconciliations
  • Basic Monthly Financial Reports for analysis
  • Accounting Adjustments, Reclassifications, and annual closing of books
  • Advice on how to use and sync third-party apps with the software if needed
  • Semi-annual Revision of Financial Statements with company owners if needed

PREMIUM LEVEL

Between $675 to $1,800 / mo

Great option for Attorneys, Contractors, and Real Estate Investors

Based on QuickBooks Online Plus (subscription paid client) or QuickBooks Desktop Pro or Premier (client software, in a hosted environment paid by client)

Everything in Start-up, plus:

  • Capture and categorize transactions based on your specific industry handled semi-monthly
  • For Attorneys, this includes IOLTA accounting
  • Contractors and Real Estate Investors: Track simple job costing
  • Up to 5 Customized Reports
  • Quarterly Revision of Financial Statements with Owners as needed
  • Customer invoicing (A/R)
  • Recurring customer invoicing (A/R)
  • Bill Payment (A/P)
  • Train on how to use specific features of the software
  • Create and send 1099/1096 up to 15 Independent contractors and IRS

STRATEGIC LEVEL

Between $1000 – $3,500 / mo

Great option for any established service based business

Based on Online Plus (subscription paid by us; a $80/m value) or QuickBooks Desktop Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)

Everything in Premium, plus:

  • Capture and categorize transactions based on your specific industry handled weekly
  • For Attorneys, this includes IOLTA accounting
  • Contractors and Real Estate Investors: Track Job Costing with Classes and/or Projects
  • Limitless Customized Reports
  • Create and send 1099/1096 to unlimited Independent contractors and IRS
  • Accounts Receivables Analysis (Only when invoiced through QuickBooks)
  • Accounts Payable Analysis. (Only when using the bill feature in QuickBooks)

Additional Services

If needed, we can offer or add these additional services to meet your needs.

Book Review & Train

$50 per Hour

Based on remote access to Quickbooks Online at any subscription level.

  • Review Chart of Accounts
  • Review Categorization and Classes
  • Review your current processes
  • Advise improvements where needed
  • Train on new workflows

Set-up / Clean-up

Between $200 to $1000 / mo

Set-up is based on new client subscription level assessment

  • Set-up of QBO subscription
  • Set-up Chart of Accounts
  • Set-up best practice workflows suited to your industry
  • Capture and categorize previous period transactions to bring books up-to-date
  • Review and fix all previous entry errors to bring books up-to-date
  • Reconciliation of accounts for previous periods

Payroll

Contact for more information

Based on payroll service needs and platform used

  • Set-up of payroll if needed
  • Capture employee W-2 information
  • Track payroll benefits and deductions (health insurance, PTO, garnishments)
  • Processing of payroll
  • Payroll assistance on payments and form filings (941, 940 and RT-6)