Sun
Starting at- Entry of up to 250 transactions (utilizing bank feeds)
- Reconciliation of up to 3 checking, 2 savings and 1 payroll account
- Download and Reconciliation of up to 2 credit card accounts
- Process vendor payments utilizing online banking
- Client invoice creation
- Prepare monthly client statements
- Prepare monthly balance sheet, profit & loss and A/R and A/P reports
Surf
Starting at- Entry of up to 125 transactions (utilizing bank feeds)
- Reconciliation of up to 2 checking, 1 savings
- Download and Reconciliation of up to 2 credit card accounts
- Process vendor payments utilizing online banking
- Prepare and email monthly client statements
- Prepare monthly balance sheet, profit & loss and A/R and A/P reports
Sand
Starting at- Entry of up to 50 transactions (utilizing bank feeds)
- Reconciliation of up to 1 checking and 1 saving account
- Download and Reconciliation of 1 credit card account
- Prepare monthly balance sheet and profit and loss statement
QUICKBOOKS SET UP PACKAGE
We Set Up Your QuickBooks File to Save Your Time and Money
QuickBooks Set Up
Setting up Chart of Accounts
Editing QuickBooks preferences to match your company needs
Creation of customized invoice template using company logo
Setting up vendors, clients and items (up to 10 of each)
Setting up bank feeds for banks and credit cards
Starting at $397
YEAR END TAX PACKAGE
Have everything emailed directly to your CPA
Subcontractor set up and monitoring – preparation of yearly 1099s (up to 25 contractors)
Preparation of yearly 1096 transmittal
Annual tax package prepared for tax preparation including Profit & Loss, Balance Sheet and General Ledger,
copy of your December bank statement and reconciliation report, and copies of invoices for any fixed asset purchases
Starting at $297 per year
BOOKKEEPER DOUBLE-CHECK
Review Your In-House Bookkeeper for Accuracy
Have in-house administrative staff handling your bookkeeping?
Having your QuickBooks reviewed on a quarterly or semi-annual basis will ensure transactions
are being properly recorded ensuring accurate financial data which allows you to make those important business decisions.
Plus our bookkeeper double-check will save money on those extra clean up tax preparation fees at the end of the year.
Starting at $497 per review
Not Sure What Package or Service You Need? Have Questions? Contact Us – We Love To Help