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

Full Service

Our Full Service Plan allows you to focus on running your business and we handle all the back-office duties.
  • Review of Transactions
  • Reconcile Bank and Credit Card Accounts
  • Payroll Journal Entries
  • Balance Liability Accounts
  • General Journal, as needed
  • 1099/1096 report review
  • Trial Balance Check-Up 
  • Sales Tax Management
  • A/R – Management/Review
  • A/P – Management/Review
  • Entry of Daily Transactions
  • Cash flow Management
  • Budget Review and Setup
  • Full-Service AR
  • Full-Service AP
  • Loan Management/Review
  • Fixed Asset Tracking (if applicable) 

Standard Service

The Standard Service Plan has you running your business and paying your bills and invoicing your customers. We make sure everything is entered for you.
  • Review of Transactions
  • Reconcile Bank and Credit Card Accounts
  • Payroll Journal Entries
  • Balance Liability Accounts
  • General Journal, as needed
  • 1099/1096 report review
  • Trial Balance Check-Up
  • Sales Tax Payment Review
  • A/R – Management/Review
  • A/P – Management/Review
  • Entry of Daily Transactions

Basic Service

With the Basic Service Plan, we review your books on a monthly basis to make sure Transactions are entered, accounts are reconciled, and liability accounts are correct.
  • Review of Transactions
  • Reconcile Bank and Credit Card Accounts
  • Payroll Journal Entries
  • Balance Liability Accounts
  • General Journal, as needed
  • 1099/1096 report review
  • Trial Balance Check-Up
  • Sales Tax Payment Review
  • A/R – Management/Review
  • A/P – Management/Review

Our plans also include:

Phone/Email support In House Financial Reports Collaboration with your CPA
QuickBooks Monthly Support Financial Report Meeting Quarterly E-Newsletter

 

“Jim made it possible for me to focus more on the end of my business I know about. I do not need to worry about the bookkeeping end. I run a small machine shop and he does all my billing and other day to day services. He works well with my accountant. I am happy I found him.” – Steve Irvine Hi-Tech Turning & Milling”

Let’s build this together.

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