BOOKKEEPING PLANS

Customized plans with options such as sales tax filing, payroll tax filing, and estimated tax payments. 

Monthly Support Program now available ($59/month). See details below.

 

 
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Quarterly

  • Quarterly expense allocation and reconciliation of accounts
  • Quarterly financial reports by 15th 
  • Quarterly Consultation 
  • Customized Quickbooks software setup with chart of accounts, customer & vendor list.
  • Encrypted document collection & storage
  • Email & Phone support
  • Provide necessary information & liaison with your accountant
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Monthly

  • Monthly expense allocation and reconciliation of accounts
  • Monthly financial reports by 15th
  • Monthly Consultation 
  • Customized Quickbooks software setup with chart of accounts, customer & vendor list.
  • Encrypted document collection & storage
  • Email & Phone support
  • Provide necessary information & liaison with your accountant
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WEEKLY

  • Weekly Expense allocation and reconciliation of accounts
  • Weekly Financial reports
  • Customized consultation plan
  • Customized Quickbooks software setup with chart of accounts, customer & vendor list or import transactions from current software
  • Encrypted document collection & storage
  • Email & Phone support
  • Provide necessary information & liaison with your accountant

Monthly Support ($59/month)

Perfect for business owners who are just getting started, who prefer to be hands-on or DIY, or just simply want the guidance and support of a trusted Quickbooks ProAdvisor at your convience. 

For $59/month you will receive unlimited email support for all your questions/concerns, a monthly consultation, and help filing 1099's or W2 for employees. Schedule a free consultation for more information. 


Add-on Services Include:

-Catchup-Get caught up for the year.

-Payroll-You submit employee hours and don't worry about the rest. 

-Sales Tax-File with your state department of revenue.

-Accounts Payable-Management of vendor bills and scheduling and posting payments. 

-Accounts Receivable-Management of customer invoices, overseeing and posting payments, on-going cash flow improvement system.

-Estimated Tax Payments-Help filing and monitoring your estimated tax payments based on your most current financials.

-Accounting Software Review-full audit of your current books (1 -2 hours)