Bookkeeping Services

Our service packages are based upon the frequency and complexity of your accounting. The frequency determines how often we update all of your balances and perform soft reconciliations on the transactions that are clearing your accounts. This includes attention to payroll and merchant processing accounts as well as the posting of adjusting entries at period close. After you pick a plan that fits your budget and desired frequency, you will have the chance to further customize our service by adding specific tasks that you want us to perform for you

Choose a plan then customize your options.

Minimal Transaction Entities

122
/MO. billed quarterly
  • Initial Setup $725
  • Secure hosting of the books and records & paperless document management for complete audit ready records
  • Quarterly after the fact cash-basis bookkeeping
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations
  • For entities with minimal (90 or less) monthly transactions
  • Quarterly period close-out and review
  • Tax preparer access & collaboration
  • Financial reporting

Basic

365
/MO.
  • Initial Setup $1,450
  • Minimal Package +
  • Monthly cash-basis bookkeeping for up to 3 accounts or class divisions
  • For entities with more than 90 monthly transactions
  • Monthly period close-out & review
  • Access to training & expertise as needed

Complete

825
/MO.
  • Basic Package +
  • Weekly accrual-basis bookkeeping and soft reconciliation for all accounts
  • AP Management and Twice-monthly bill-pay service for up to 40 vendor bills/mo.
  • Annual 1099 filings (for full-year clients)
  • Access to customizable reports & forms
  • On-demand web meetings

Premier

1385
/MO.
  • Complete Package +
  • Daily accrual-basis bookkeeping and soft reconciliation for all accounts
  • AP Management and Weekly bill-pay service for up to 80 vendor bills/mo.
  • Twice-monthly payroll management for up to 10 employees
  • Quarterly financial practices evaluation
  • Process streamlining strategies

Deluxe

2740
/MO.
  • Premier Package+
  • Up to 2 additional accounts or class divisions
  • AP Management and Weekly bill-pay service for up to 200 vendor bills/mo.
  • Twice-monthly payroll management for up to 30 employees
  • Daily sales receipt entry
  • Document renaming services (up to 5 hrs.)
  • Weekly collaborative meetings

Training and Oversight

365
/BLOCK min. 1 block/MO.
  • Keep doing your own bookkeeping in-house while we train you and oversee your work to make sure it is perfect
  • Record trainings & train in your own books for maximum retention
  • Proper GL structure and use of QuickBooks features
  • Process streamlining
  • Paperless & efficiency methods/li>
  • Period close-out & review
  • Performance reporting

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