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)
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Been running my own shop for just over three years. This year decided to outsource my bookkeeping, and truly was a great decision. Merry and Wendi are detail oriented, take time to understand my business, and are good at what they do. … More I'm definitely a huge fan, and consider them part of my own team!
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Merry and her team have been a godsend with getting our books in order. Can't recommend them enough!
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I manage the books for my business and I know just enough about Accounting to understand the concepts, but to get into trouble. Merry recognized right away my inefficiencies and came up with a simpler solution for entering transactions. … More She also provided detailed instructions for me to follow after our call. She followed-up to see how I was doing and she makes herself available for questions at any time. She is also quick to respond when I do have a question. I also appreciate the thought she puts into her responses - she is a solution thinker and very reliable.
