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307.765.9319

  • Home
  • Portfolio
  • Testimonials
  • Accounting
  • Websites
  • Social Media / SEO
  • Surveys
  • Notary Service

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

Simple

Simple

Inquire for Rates

*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
    • 60-minute Q&A via Zoom
  • Annual
    • 1099 Filing
    • Annual report filing


Choose SIMPLE 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

Simple

Simple

Inquire for Rates

*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 
    • 60-minute Q&A via Zoom
  • 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

Rates/Discounts

Rates/Discounts

Inquire for Rates

*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 Q&A via Zoom
  • 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

Rates/Discounts

Rates/Discounts

Rates/Discounts

Monthly Flat Fees are calculated based on desired services and utilization of historical data to include:


  • Number of transactions per month
  • Number of accounts/loans to be reconciled


IF books are NOT current and cleanup beyond 45 days in the current year is needed, time will be billed at 125% of the normal hourly rate

.

IF books are NOT current and cleanup in prior year(s) is needed, time will be billed at 150% of the normal hourly rate.


*Discounts:


New Client Introductory Discount

(10% off the first three months invoices, excluding one-time tasks)


Loyalty Discount

(5% off monthly invoices after one year with no late payments)


Elite Discount

(10% off monthly invoices after one year if bank/cc account credentials are on file, there are no > 30-day outstanding tasks, and payment is set to auto-pay)


Volume Discount

(As negotiated for time exceeding 40 hours/month)


Prompt Pay Discount

(Client may deduct 2% from any invoice paid Net 10)


Referral Discount

($50 per lead converted to client for 3+ months)


Super Star Client Award

(We will choose one client from within the Elite Discount group to receive a special gift reflective of our appreciation around Tax Day of the following year)


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*Discounts may be combined as applicable


Request A Needs Assessment/Estimate

Skills / Certifications

Areas of expertise

Full Charge Bookkeeper | Staff Accountant

Payroll | Certified Payroll

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

Bank Reconciliations

Sales & Payroll Tax Reporting

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

IFTA Fuel / Mileage Reporting | 2290

QuickBooks Desktop & Online | Qbox

Windows 11 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 365: Word, Excel + KuTools, Outlook, PowerPoint, Access

Edraw Max

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

PTIN-certified Payroll Tax Preparer

Authorized IRS E-File Provider

Tax Software: ProConnect |TurboTax 

CPE Credits/Certificates

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