We offer two packages for monthly/quarterly bookkeeping services, Silver & Gold. For a few select larger clients we offer a customized option. 

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Silver Package

 

$250 Billed Monthly 

(15% of bill applied as a credit on Federal & State Annual Tax Filing)

 

Quickbooks Online Access - Essentials Package - Up to 3 users

Texting or Emailing receipts as you incur them to our secure server for free cloud storage (3 Years) & posting into your ledger accounts

Accrual basis bookkeeping

Annual P&L, balance sheet, and cash flow

statements

Industry standard financial ratios

Expedited books delivery

Quarterly phone reviews

Priority support

1099 Filings up to 10 persons or entities 

 

 

Gold Package

 

$500 Billed Monthly 

(25% of bill applied as a credit on Federal & State Annual Tax Filing)

 

Quickbooks Online Access - QuickBooks Plus Package - Up to 5 users

Texting or Emailing receipts as you incur them to our secure server for free cloud storage (3 Years) & posting into your ledger accounts

Accrual basis bookkeeping

Monthly or Quarterly P&L, balance sheet, and cash flow

statements

Industry standard financial ratios

Expedited books delivery

Monthly phone reviews

Priority support -World class support and advice (Up to 3 hours each month consulting with CPA)

W-2 & 1099 Filings up to 20 persons or entities 

 

 

Custom Package

 

To Be Determined- Billed Monthly 

(35% of bill applied as a credit on Federal & State Annual Tax Filing)

 

Quickbooks Online Access - QuickBooks Advanced - Up to 25 users

Payroll - Management of payroll 

Texting or Emailing receipts as you incur them to our secure server for free cloud storage (3 Years) & posting into your ledger accounts

Accrual basis bookkeeping

P&L, balance sheet, and cash flow

statements

Industry standard financial ratios

Expedited books delivery

Monthly phone reviews

Priority support -World class support and advice (Up to 6 hours each month consulting with CPA)

Support for multiple entities, classes,

locations and three-way reconciliations

Inventory tracking

Billable expenses

Fully customizable chart of accounts

W-2 & 1099 Filings for unlimited persons or entities