Bookkeeping Packages

Bundled Bookkeeping Packages

Is your bookkeeping taking up more and more of your time, but not enough to hire someone full time?

If so, then you’re in the perfect place to find out more about our bookkeeping packages.  We can help you with any or all aspects of your bookkeeping needs.

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Basic Bookkeeping Package

This package is for a startup or small company. It allows peace of mind to the business owner that they are assured their transactions are being properly categorized and kept current.  

All of our package pricing is dependent upon an evaluation of your company size and circumstances (includes up to 100 transactions- utilizing bank feeds if applicable)

  • Monthly posting of all transactions
  • Reconciliation of bank account
  • Reconciliation of credit card account
  • Semi-annual review by financial advisor/strategist
  • Two financial reports: Income Statement and Balance Sheet
  • Status Report – includes recommendations and reports for areas of improvement.

*Other fees apply for companies with a Point of Sale System

Premier Bookkeeping Package 

This package is right for the small business owner that is looking for more detail about their bottom line.

All of our package pricing is dependent upon an evaluation of your company size and circumstances (includes up to 150 transactions – utilizing bank feeds if applicable)

  • Monthly posting of all transactions
  • Reconciliation of bank account
  • Reconciliation of credit card account
  • Quarterly review by financial advisor/strategist
  • Two financial reports specific to your industry, as well as the Income Statement and Balance Sheet
  • Email and phone support over the month

*Other fees apply for companies with a Point of Sale System

Advanced Bookkeeping Package 

A detailed reporting of income and expenses is offered for this package. Classifications such as items and classes are used to provide detailed financial reports.

All of our package pricing is dependent upon an evaluation of your company size and circumstances (includes up to 200 transactions – utilizing bank feeds if applicable)

  • Monthly posting of all transactions
  • Reconciliation of bank account
  • Reconciliation of credit card account
  • Monthly review by financial advisor/strategist
  • Five additional customized reports, specific to your industry
  • Email and phone support over the month

*Other fees apply for companies with a Point of Sale System

Gold Bookkeeping Package 

Businessman and ComputerA detailed reporting of income and expenses is offered for this package. Classifications such as items and classes are used to provide detailed financial reports. Inventory could also be an integral part of this package. Payroll processing from entering and tracking payroll hours to payroll taxes and form submission.

All of our package pricing is dependent upon an evaluation of your company size and circumstances. (Includes up to 500 or more transactions – utilizing bank feeds if applicable)

  • Monthly posting of all transactions
  • Reconciliation of bank account – up to 3 checking, 2 savings and 1 payroll account
  • Reconciliation of credit card account up to 3 accounts
  • Process vendor payments utilizing online banking, also using bill.com, if added to the account.
  • Client invoice creation/Prepare monthly client invoices or statements
  • Payroll reconciliation
  • Monthly review by financial advisor/strategist
  • Five additional customized reports, specific to your industry and Profit & Loss and A/R and A/P reports
  • Email and phone support over the month

*This package is available without payroll services

*Other fees apply for companies with a Point of Sale System

Silver Bookkeeping Package 

A detailed reporting of income and expenses is offered for this package. Classifications such as items and classes are used to provide detailed financial reports. Payroll processing from entering and tracking payroll hours to payroll taxes and form submission.

All of our package pricing is dependent upon an evaluation of your company size and circumstances. (Includes up to 250 or more transactions – utilizing bank feeds if applicable)

  • Monthly posting of all transactions
  • Reconciliation of bank account – up to 2 checking, 1 savings and 1 payroll account
  • Reconciliation of credit card account up to 2 accounts
  • Process vendor payments utilizing online banking, also using bill.com, if added to the account.
  • Client invoice creation/Prepare monthly client invoices or statements and email them
  • Payroll reconciliation
  • Monthly review by financial advisor/strategist
  • Five additional customized reports, specific to your industry and Profit & Loss and A/R and A/P reports
  • Email and phone support over the month

*This package is available without payroll services

*Other fees apply for companies with a Point of Sale System

Additional Services

QuickBooks Set up Packageqb2015

  • QuickBooks Set-Up
  • Setting up Chart of Accounts
  • Editing QuickBooks preferences to match your company needs
  • Creation of customized invoice template using your company logo
  • Setting up vendors, clients and items
  • Setting up bank feeds for banks and credit cards using QuickBooks desktop and QuickBooks online.

Year-end Tax Package

  • Everything will be emailed directly to your CPA as a QuickBooks Back up or through the Accountants version
  • Sub-contractor set-up and monitoring – preparation of yearly 1099’s/1096
  • Annual tax package prepared for tax preparation including Profit & Loss, Balance Sheet and General Ledger, copies of your December Bank statement and reconciliation report, and copies of invoices for any fixed asset purchases.

The sooner you get started on this package the better it will be for your taxes and the better prepared you will be for your CPA – and a large cash savings to your budget!

The health of your current QuickBooks file drives the price of this package.  if everything is up to date and ready for preparation the price could be quite low. Additional fees may be applied if extra work in the QuickBooks file is necessary.

Review In-House Bookkeeper Package

Review your in-House Bookkeeper for Accuracy

Do you have in-house administrative staff handling your bookkeeping?

Having your QuickBooks reviewed on a quarterly or semi-annual basis will ensure transactions are being recorded correctly which equates to accurate financial data which allows you to make important business decisions.

An extra set of eye’s will save your in-house bookkeeper extra clean-up for tax preparation fees at the end of the year.

We’re Here For Youstatisfaction guaranteed seal

Not sure what Package or Service you need, or do not see the service you need or want, give us a call and have a discovery session. 866-363-5580

We work on retainer so amounts you pay for each package are paid up front. If monthly service is required those amounts are charged on the same day month after month.