Packages
Packages
Packages
Essential Tier
$300*/mo.
Up to 5 bank/credit card accounts with up to 300 total monthly transactions.
Both Tiers include the following:
premium Tier
$500*/mo.
Unlimited bank/credit card accounts with up to 500 total monthly transactions.
Other Services
$150*/per hr.
Quick Books Online Set-Up
(1 hour minimum)
- Reliable & Accurate Monthly Bookkeeping
- Monthly Bank Reconciliations
- Monthly Credit Card Reconciliations
- Accurate and up-to-date Revenue/ Expense Tracking
- Class, Location, Job, Project Tracking
- Monthly Loan Reconciliations
*Monthly cost does not include QuickBooks Online subscription fees. Those are paid directly by client. If client does not provide username and password, client is responsible for providing statements.
- Finacial Statements (P&L, Balance Sheet, etc.)
- Secure Information/Data Sharing via Google Drive/Email
- Tax Season Support, including Communication with Tax Preparer, Year-End Finacial Report Sharinf and Year-End Journal Entries
- Bank/Credit Card Feed Connections
- Chart of Accounts (including account numbers, if desired)
- Customer Bank/Credit Card Feed Automations
*Minimum 2 hrs. Can be up to 10+ hrs. depending on your business needs.
Quick Books Online Catch-Up up to 20 employees**
Monthly tier cost x # of months that need to catch-up
**Clean-up only = $500 retainer for up to total of 500 transactions. More than 500 $1.00 per transaction.
Essential Tier
$300*/mo.
Up to 5 bank/credit card accounts with up to 300 total monthly transactions.
premium Tier
$500*/mo.
Unlimited bank/credit card accounts with up to 500 total monthly transactions.
Both Tiers include the following:
- Reliable & Accurate Monthly Bookkeeping
- Monthly Bank Reconciliations
- Monthly Credit Card Reconciliations
- Accurate and up-to-date Revenue/ Expense Tracking
- Class, Location, Job, Project Tracking
- Monthly Loan Reconciliations
- Finacial Statements (P&L, Balance Sheet, etc.)
- Secure Information/Data Sharing via Google Drive/Email
- Tax Season Support, including Communication with Tax Preparer, Year-End Finacial Report Sharinf and Year-End Journal Entries
*Monthly cost does not include QuickBooks Online subscription fees. Those are paid directly by client. If client does not provide username and password, client is responsible for providing statements.
Other Services
$150*/per hr.
Quick Books Online Set-Up
(1 hour minimum)
- Bank/Credit Card Feed Connections
- Chart of Accounts (including account numbers, if desired)
- Customer Bank/Credit Card Feed Automations
*Minimum 2 hrs. Can be up to 10+ hrs. depending on your business needs.
Quick Books Online Catch-Up up to 20 employees**
Monthly tier cost x # of months that need to catch-up
**Clean-up only = $500 retainer for up to total of 500 transactions. More than 500 $1.00 per transaction.
Essential Tier
$300*/mo.
Up to 5 bank/credit card accounts with up to 300 total monthly transactions.
Both Tiers include the following:
- Reliable & Accurate Monthly Bookkeeping
- Monthly Bank Reconciliations
- Monthly Credit Card Reconciliations
- Accurate and up-to-date Revenue/ Expense Tracking
- Class, Location, Job, Project Tracking
- Monthly Loan Reconciliations
*Monthly cost does not include QuickBooks Online subscription fees. Those are paid directly by client. If client does not provide username and password, client is responsible for providing statements.
premium Tier
$500*/mo.
Unlimited bank/credit card accounts with up to 500 total monthly transactions.
- Finacial Statements (P&L, Balance Sheet, etc.)
- Secure Information/Data Sharing via Google Drive/Email
- Tax Season Support, including Communication with Tax Preparer, Year-End Finacial Report Sharinf and Year-End Journal Entries
Other Services
$150*/per hr.
Quick Books Online Set-Up
(1 hour minimum)
- Bank/Credit Card Feed Connections
- Chart of Accounts (including account numbers, if desired)
- Customer Bank/Credit Card Feed Automations
*Minimum 2 hrs. Can be up to 10+ hrs. depending on your business needs.
Quick Books Online Catch-Up up to 20 employees**
Monthly tier cost x # of months that need to catch-up
**Clean-up only = $500 retainer for up to total of 500 transactions. More than 500 $1.00 per transaction.
Services
General Bookkeeping
Stay organized with accurate tracking of income, expenses, and daily transactions
Bookkeeping Cleanups
Catch up and correct months or years of backlogged records.(Retainer Required)
Financial Statement Analysis
Get clear insights into your profit, cash flow, and financial health.
Consultation
Personalized financial guidance tailored to your business needs
Start-Up (EIN, LLC)
Set up your business structure the right way from day one
Clean Books Review
A detailed checkup to spot errors and keep your books in order.
1099s
Preparation and filing of contractor tax forms to meet IRS requirements
General Liability & WC Insurance Audits
Support with required audits to verify coverage and accuracy.
Payroll
Simplified employee payroll and compliance, integrated with QuickBooks. (with paid QBO subscription)
Services
General Bookkeeping
Stay organized with accurate tracking of income, expenses, and daily transactions
Bookkeeping Cleanups
Catch up and correct months or years of backlogged records.(Retainer Required)
Financial Statement Analysis
Get clear insights into your profit, cash flow, and financial health.
Consultation
Personalized financial guidance tailored to your business needs
Start-Up (EIN, LLC)
Set up your business structure the right way from day one
Clean Books Review
A detailed checkup to spot errors and keep your books in order.
1099s
Preparation and filing of contractor tax forms to meet IRS requirements
General Liability & WC Insurance Audits
Support with required audits to verify coverage and accuracy.
Payroll
Simplified employee payroll and compliance, integrated with QuickBooks. (with paid QBO subscription)
Services
General Bookkeeping
Stay organized with accurate tracking of income, expenses, and daily transactions
Bookkeeping Cleanups
Catch up and correct months or years of backlogged records.(Retainer Required)
Financial Statement Analysis
Get clear insights into your profit, cash flow, and financial health.
Consultation
Personalized financial guidance tailored to your business needs
Start-Up (EIN, LLC)
Set up your business structure the right way from day one
Clean Books Review
A detailed checkup to spot errors and keep your books in order.
1099s
Preparation and filing of contractor tax forms to meet IRS requirements
General Liability & WC Insurance Audits
Support with required audits to verify coverage and accuracy.
Payroll
Simplified employee payroll and compliance, integrated with QuickBooks. (with paid QBO subscription)
