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ACCOUNTING INFORMATION & SERVICES

COMPARE QUICKBOOKS ONLINE SUBSCRIPTION LEVELS

DO YOU NEED AN ACCOUNTANT / BOOKKEEPER / PAYROLL MANAGER?

WE ARE ABOUT RESULTS!

More and more businesses choose to delegate accounting tasks to specialized agencies and companies offering professional bookkeeping services.


Modern technologies and off-site access to documentation allow everyone to save resources and yet receive highly qualified results.


A QuickBooks package is right for you if you’re ready to:


  • Learn QuickBooks best practices 
  • Utilize the tips & tricks of a professional
  • Optimize your chart of accounts 
  • Know exactly how to categorize any transaction
  • Be prepared for taxes
  • Ensure your financial statements are accurate 
  • Have an expert Bookkeeper available for feedback & advice.

MONTHLY BOOKKEEPING PACKAGES

SIMPLE

ADVANCED

SIMPLE

Starting at $750

*QBO Subscription at additional cost


The budget-friendly option that cleans up your bookkeeping.


Included:

  • One-time
    • Create company file
    • Sync BUSINESS Bank Accounts & Credit Cards 
    • Chart of Accounts Optimization 
    • Class & Location Optimization 
    • Review & Update Vendor & Customer Lists 
    • Add or Update Balance Sheet Items 
    • Close Previous Year
  • Monthly
    • Enter transactions
    • Reconcile bank, credit card, and loan accounts
    • Process financial statements
    • 30-minute meeting
  • Annual
    • 1099 Filing
    • Annual report filing


Choose SIMPLE in order to:

  • Let someone handle most of your bookkeeping;
  • Have a fresh set of eyes on your books.

LEARN MORE about the SIMPLE Bookkeeping Package

PLUS

ADVANCED

SIMPLE

Starting at $1,250

*QBO Subscription & Payroll Service at additional cost


Ready to make more time for your business? This is the plan for you.


Included: 

  • One-time
    • Create company file
    • Sync BUSINESS Bank Accounts & Credit Cards 
    • Chart of Accounts Optimization 
    • Class & Location Optimization 
    • Review & Update Vendor & Customer Lists 
    • Add or Update Balance Sheet Items 
    • Close Previous Year
    • Setup Payroll
  • Weekly
    • Enter transactions
    • Accounts Receivable
  • Semi-Monthly
    • Payroll Processing
  • Monthly
    • Reconcile bank, credit card, and loan accounts
    • Process financial statements
    • Class & Location tracking 
    • 1-hour meeting
  • Quarterly
    • Quarterly Payroll report/filings
  • Annual
    • 1099 filing
    • Annual report filing 
    • Annual payroll reports/filings
  • Plus
    • Enterprise Tracking


Choose PLUS if you'd like to:

  • Let someone else do all of the bookkeeping;
  • Utilize expert bookkeepers.

LEARN MORE about the PLUS Bookkeeping Package

ADVANCED

ADVANCED

ADVANCED

Starting at $2,500

*QBO Subscription & Payroll Service at additional cost


A dedicated bookkeeper will create and manage your financial systems.


Included:

  • Initial and as-needed
    • Create company file
    • Sync BUSINESS Bank Accounts & Credit Cards 
    • Chart of Accounts Optimization 
    • Class & Location Optimization 
    • Review & Update Vendor & Customer Lists 
    • Add or Update Balance Sheet Items 
    • Close Previous Year
    • Setup Payroll
    • Setup Inventory
  • Weekly
    • Enter transactions
    • Accounts Receivable
    • Accounts Payable
    • Inventory
  • Semi-Monthly
    • Payroll Processing
  • Monthly
    • Reconcile bank, credit card, and loan accounts
    • Process financial statements
    • Class & Location tracking
    • 1.5-hour meeting
  • Quarterly
    • Quarterly Payroll report/filings
  • Annual
    • 1099 filing
    • Annual report filing 
    • Annual payroll reports/filings
    • Budgets
    • FATHOM Forecasting reports
  • Additional
    • Hands-On Training
    • Review Bookkeeping Info Document
    • QBO Best Practices 
    • Year-End Closing Procedures 
    • Meeting Recordings
  • Plus
    • Enterprise Tracking


Choose ADVANCED to:

  • Allow a team of professionals to handle everything;
  • Utilize your resources to their greatest extent.

Learn more about the ADVANCED bookkeeping package

SKILLS / CERTIFICATIONS

AREAS OF EXPERTISE

  

PTIN-certified Payroll Tax Preparer

Full Charge Bookkeeper | Staff Accountant

Payroll | Certified Payroll

IRS Forms 940, 941, W2/W3/W4, I9, 990

A/R | A/P | Budgets | Financial Reports

Bank Reconciliations

Sales & Payroll Tax Reporting

IFTA Fuel / Mileage Reporting | 2290

QuickBooks Desktop & Online | Qbox

Tax Software: Caseware | Lacerte

Windows 10 Pro | AVG | Cobian Backup

Spreadsheets: Excel, Google Sheets

Comparative Analyses | Pivot Tables

Remote / Virtual / Freelance Work

Remote Access | Teamviewer | VPN

Time & Task Management:
Asana |BigTime |Hubstaff |Toggl

Critical Thinking | Logic | Math

Indexing | Coding | Filing

Business/Project Management

Video Conferencing: GoTo | Zoom
Skype | Join.me | Trello

Enterprise Systems: CRM, Merchant Tools

PayPal | Square| uAccept

Microsoft Office Pro 2016/Office 365: Word, Excel + KuTools, Outlook, PowerPoint, Access

Edraw Max

File Sharing: Asana | Google Drive | Citrix | Dropbox | Hubdoc | OneDrive

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