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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.

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