Business Consulting & Online Bookkeeping Services

Standard
$500 / month

 $100 Initial Conversion/Setup
 First month billing = $600.00

2 - Bank/ Credit Card accounts reconciliations
(Requires access to bank transactions download or live bank feed)

Reconciled Monthly
Maximum 150 transactions per account

Monthly Reports

Accounts Receivable

  • Up to 15 customer invoices sent vial online bookkeeping service (Xero or Quickbooks Online) or pdf via email

Accounts Payable

  • You enter your bills

  • We pay bills online for you through your accounts

Semi-annual Financial Review

1 Monthly phone or office conferences
Quarterly 30 min. Video or office conference.

Get Started

Expanded
$750 / month

Conversion/Setup Included

Standard Features plus:
4 - Bank/Credit Card Reconciliations
(Requires access to bank transactions download or live bank feed)

Reconciled Bi-Weekly
Bi-Weekly Reports

Accounts Receivable

  • Up to 35 customer invoices sent via email included

  • Send email statements

Accounts Payable
Same as Standard Plan plus the following:

  • Includes Bill.com or similar online service for AP/AR

Budgeting

Quarterly Reviews

Bi-Weekly 30 min. review via phone

Monthly 30 min. Video or face-to-face conference in our office.

Get Started

  • All plans above are automatically billed and paid electronically via credit card or ACH monthly.

  • All plans INCLUDE monthly subscription to Xero Online. Quickbooks Online plans are available at an added cost.

Ala Carte Services

 

ONLINE PAYROLL SERVICES

  • $150 Per Month Via Gusto or Quickbooks Online Payroll

  • Includes first 3 Employees
    $7 each per additional employee, per month, up to maximum of 20 employees

  • Weekly, Bi-Weekly, Semi-monthly or Monthly

  • Direct Deposit included

  • Monthly Payroll Tax Payments EFTPS

  • Quarterly & Annual Reports (Federal & State)

  • Includes electronic W-2's / 1099’s at the end of the year.

CONSULTING / PLANNING

Business Consulting / Planning - $125/hour

  • Business and bookkeeping/accounting systems analysis and recommendations

  • Developing and implementing Profit First system

  • Initial review and setup of Xero Online Bookkeeping

  • Individual training at your site

  • Implementation of new systems and procedures

  • New Business Entity set up with State and Federal agencies. (Does not include local agencies, bank accounts, CCB registration, etc..)