Business Consulting & Online Bookkeeping Services
Standard
$500 / month
$100 Initial Conversion/Setup
First month billing = $600.00
Up to Two (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 upon request
Semi-annual Financial Review
1 Monthly phone or office conference
Quarterly 30 min. Video or office conference.
Expanded
$750 / month
Conversion/Setup Included
Standard Features plus:Up to Four (4) - Bank/Credit Card Reconciliations
(Requires access to bank transactions download or live bank feed)
Reconciled Bi-Weekly
Bi-Weekly reports upon request
Includes a complimentary Bill.com account
Budgeting
End of year close-out reconciliation coordinated with your tax advisor or CPA that you currently use. Or, we can recommend a tax professional for you to work with.
Quarterly Financial Reviews
2 Monthly phone or video conference
Quarterly 30 min. phone or video conference.
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.
ONLINE PAYROLL SERVICES
Online Payroll Service - Contact Us
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 - Contact Us
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..)