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   2 hrs. 1 hr. 1 hr.
1099/1096/W-2 Forms   4.50/ea. 4.50/ea. 4.50/ea.
Phone/Email support –   Reply Time Frame    24 Hr. 48 Hrs. 72 Hrs.
Prepare in House Financial reports   Monthly  Quarterly Semi-Annually
Financial Report Meeting   As Requested As Requested As Requested
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
or
Quarterly Investment
or
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.

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