The Original Bookkeeping Package

This package is best for s-corp clients or individuals who do not have a lot of monthly upkeep. Included in the package is:

Financial Statements

Up to 2 credit/bank account reconciliations

1 Zoom meeting per month

 

Add on services can include:

Bill payments

Accounts Receivable

Accounts Payable

Sales Tax Filing

QuickBooks Training

 

The Necessary Bookkeeping Package

This package is best for clients needing more from their bookkeeper. This includes quarterly sales tax payments, and year end assistance:

Financial Statements

Up to 4 credit/bank account reconciliations

2 Zoom meetings per month

Quarterly sales tax filing

End of year 1099 and W-2 submittal

Year end close

 

Add on services include:

Bill payment

Accounts Receivable

Accounts Payable

QuickBooks Training

Payroll

Courtesy Reminder Calls

The Premium Bookkeeping Package

This package is all inclusive and all services are included in the monthly premium:

Financial Statements

Bill Payment

Accounts Payable

Accounts Receivable

Payroll for up to 25 employees

Up to 6 credit/bank account reconciliations

4 Zoom meetings per month

Quarterly sales tax filing

End of year 1099 and W-2 submittal

Year end close

Phone support

Courtesy Reminder Calls

QuickBooks Training

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Software Knowledge

Luckily, we know how to use many systems. Some of the following apps and programs can integrate with QuickBooks as well:

 

    • Expensify
    • Hubdoc
    • T-Sheets
    • Intuit Merchant Services
    • Bill.com
    • Mint
    • Square
    • Clio
    • Mile IQ
    • ADP Run
    • PayChex
    • Dropbox
    • Slack
    • Receipt Bank
    • Square
    • Zoom
    • Go to Meeting
    • Evernote

Contact now

Finding a quality bookkeeper can be a challenge. Once you realize you do not have time to keep your books on track, bring in a trustworthy specialist to keep your financial tracking in order.