We offer Three service plans to fit you and the business.

  • Premium – We do it all for you
  • Standard – We review and record your transactions for you
  • Basic – We review your transaction entries for you
Service   Premium Standard Basic          
Review of Transactions-Minimal Entry/Correction of Transactions            
Monthly Reconcile of Bank Accounts            
Reconciliation of Credit Card Accounts – Monthly            
Payroll Journal Entries            
General Journal Entries, including Year End            
1099/1096 review and Prep            
Trial Balance Check-Up –   Semi-Annually/Year End            
Sales Tax Payments and/or Review            
Collaboration with CPA             
A/R – Management/Review             
A/P – Management/Review            
Entry of Day-to-Day Transactions-As needed              
Cash flow and Expense Management              
Budget Review and Setup              
Full Service Accounts Receivable                
Full Service Accounts Payable                
Loan Management/Review                
Fixed Asset Tracking                
Monthly Phone Support   3 hrs. 2 hrs. 1 hr.          
1099/1096/W-2 Forms   4.50/ea. 4.50/ea. 4.50/ea.          
Phone/Email support –   Replay Time Frame    24 Hr. 48 Hrs. 3 days          
Prepare in House Financial reports   Monthly  Monthly Semi-Annually          
Financial Report Meeting   Monthly  Quarterly Semi-Annually          
QuickBooks Software – Upgrade 3 yr intervals *   Wholesale Pricing Wholesale Pricing Wholesale Pricing          
Alternative to QB Desktop – QB Online                  
Qbox – QB Desktop only            
Payroll Processing                  
Cash Flow Tools            
Time Management Software                                       
Receipt Management Software            
Payment Options**   E-Check  E-Check  E-Check          
Due Date-billing date is 1st day of billing cycle   1st/ACH 1st/ACH 1st/ACH          
Service Plan Investment Options***
Yearly Investment  – 5% Discount if paid yearly
Quarterly Investment
Monthly Investment

*QuickBooks must be currently supported versions
**Credit Card payment option is available upon request.
***Choose the payment schedule that fits you best.
♦ Included Services and software in Service Plan Package
Contact us to schedule an appointment to find out more.