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 transactions entries for you
Services   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      
Entries to General Journal, 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        
Full Service Accounts Receivable          
Full Service Accounts Payable          
Loan Management/Review          
Fixed Asset Tracking          
Budget Review and Setup          
QuickBooks Monthly Support   2 hrs.   1 hr.   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 Financial reports –  by Email   Monthly    Quarterly   Quarterly
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          
Cash flow and Expense Management          
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 up Front            
Quarterly Investment            
Monthly Investment            
*QuickBooks must be currently supported versions
**Credit Card payment option is available upon request (1.5% surcharge)
***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.