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BOOKKEEPING PLANS

BASIC

$150/mo

Annual expenses

up to 50K

 

  • Review books quarterly and year-end Accounting adjustments

  • Bank/Credit Card Reconciliation (up to 2 accounts)

  • Year-end P&L

  • Email and text communication

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Annual expenses

up to 250K

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  • Corporate or Partnership Tax Preparation and Filing

  • 1 Personal Tax Preparation and Filing (Federal & 1 State)

  • Monthly Bookkeeping and quarterly Accounting adjustments

  • Bank/Credit Card Reconciliation (up to 3 accounts)

  • Quarterly Reports

  • Review and Respond to Tax Notices

  • Email and text communication and phone calls (by request)

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ESSENTIAL

$395/mo

PREMIUM

$795/mo

Annual expenses

up to 1M

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  • Corporate or Partnership Tax Preparation and Filing

  • 1 Personal Tax Preparation and Filing (Federal & 1 State)

  • Monthly Bookkeeping and Accounting adjustments

  • Bank/Credit Card reconciliation (up to 5 accounts)

  • Monthly Reports

  • Review and Respond to Tax Notices  

  • Email and text communication and phone calls (by request)

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Learn more below

Accountant

What we will do for you

  • Setup your Quickbooks Online

  • Setup and track sales tax

  • Post payroll entries and related tax

  • Maintain accounting for leases

  • Maintain accounting for fixed asset

  • Maintain accounting for loans

  • Setup recurring transactions

  • Add new vendors

  • Post all transactions to Quickbooks

  • Post journal entries

  • Categorize and reclassify transactions

  • Maintain chart of accounts 

  • Reconcile bank accounts

  • Provide P&L and other reports

  • Prepare your books for year-end taxes

  • Other ad-hoc tasks as needed

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Business

What is expected of you

  • Create and send estimates

  • Create and send invoices

  • Receive payments and make deposits

  • Manage and pay your bills

  • Add new customers

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Quickbooks

Benefits of Quickbooks online

  • Track income & expenses

  • Capture & organize receipts

  • Maximize tax deductions

  • Invoice & accept payments

  • Run reports

  • Send estimates

  • Track sales & sales tax

  • Manage bills

  • Track time

  • Track projects

  • Track inventory

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How does it work?

We want to make the process of keeping your company's books as easy and painless as possible, that is why we offer our online access anytime, anywhere and from any smart device bookkeeping services. Here is how it works:

 

  • Determine your bookkeeping needs

Get a general idea what fits you needs from our value priced bookkeeping packages. No worries, we will customize our service to fit your needs.

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  • Details of engagement

Once we agree on the terms we will summarize everything on our engagement letter for you to review and sign.

 

  • Setting up your books

Based on your business needs we will begin setting up your books using the latest QuickBooks Online software. QuickBooks Online allows business owners to create estimates and invoices, receive customer payments, pay bills, view P&L reports, and more from any smart device.

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  • Month-end accounting

Every month at each month-end we will reconcile your accounts and provide you with useful financial reports for your business. 

 

  • Year-end accounting

At the end of the year we will make sure your business books are in order and ready for the tax return.

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