Packages
Accounts
Free Trial
Projects
SSL
Storage
NO FUSS
From $250
Per Month
Quarterly Bookkeeping
Full Report Package
Plan Details
• Expert Bookkeeping Team
• Cash Basis
• Quarterly Reconciliations
• ≤ 90 monthly transactions
•Up to 3 Accounts / Class Divisions
• CPA Package
Secure Hosting
• Financial Document Storage
You Choose:
• QuickBooks Premier Desktop
• QuickBooks Online included in plans
• Cloud Hosting for Desktop and above
• VPN SSL Security
$725 Initial Setup
Perfect for Start-Ups
NO SWEAT
From $400
Per Month
Monthly Bookkeeping
Full Report Package
Plan Details
• Expert Bookkeeping Team
• Cash Basis
• Monthly Reconciliations
• ≤ 180 monthly transactions
• Up to 3 Accounts / Class Divisions
• Period Close-Out & Review
• Access to Forms & Templates
• Process Review & Streamlining
• CPA Package
Secure Hosting
• Financial Document Storage
You Choose:
• QuickBooks Premier Desktop
• QuickBooks Online included in plans
• Cloud Hosting for Desktop and above
• VPN SSL Security
$1500 Initial Setup
Access to Email Support
NO PROBLEM
From $900
Per Month
Weekly Bookkeeping
Custom Report Package
Plan Details
• Expert Bookkeeping Team
• Accrual Basis / Cash Basis
• Weekly Reconciliations
• ≤ 270 monthly transactions
• Up to 3 Accounts / Class Divisions
• AP Management
• Up to 40 Vendor Bills
• Twice Monthly Bill Pay
• Annual 1099 Filings
• Period Close-Out & Review
• Access to Forms & Templates
• Process Review & Streamlining
• CPA Package
Secure Hosting
• Financial Document Storage
You Choose:
• QuickBooks Premier Desktop
• QuickBooks Online included in plans
• Cloud Hosting for Desktop and above
• VPN SSL Security
$1500 Initial Setup
Access to Email/Phone Support
NO WORRY
From $1500
Per Month
Daily Bookkeeping
Custom Report Package
Plan Details
• Expert Bookkeeping Team
• Accrual Basis/Cash Basis
• Daily Reconciliations
• > 270 monthly transactions
• Up to 3 Accounts / Class Divisions
• AP Management
• Up to 80 Vendor Bills
• Weekly Bill Pay
• Annual 1099 Filings
• Period Close-Out & Review
• Access to Forms & Templates
• Process Review & Streamlining
• CPA Package
Secure Hosting
• Financial Document Storage
You Choose:
• QuickBooks Premier Desktop
• QuickBooks Online included in plans
• Cloud Hosting for Desktop and above
• VPN SSL Security
$1500 Initial Setup
Enterprise Friendly Plan
NO HASSLE
From $2900
Per Month
Daily Bookkeeping
Custom Report Package
Plan Details
• Expert Bookkeeping Team
• Accrual Basis/Cash Basis
• Daily Reconciliations
• > 270 monthly transactions
• Up to 5 Accounts / Class Divisions
• AP Management
• Up to 200 Vendor Bills
• Weekly Bill Pay
• Annual 1099 Filings
• Daily Sales Receipt Entry
• Document Renaming (up to 5 hrs)
• Period Close-Out & Review
• Access to Forms & Templates
• Process Review & Streamlining
• CPA Package
Secure Hosting
• Financial Document Storage
You Choose:
• QuickBooks Premier Desktop
• QuickBooks Online included in plans
• Cloud Hosting for Desktop and above
• VPN SSL Security
$1500 Initial Setup
Enterprise Friendly Plan
PAYROLL SERVICES
- From $75 monthly
- Paycheck Processing
- Payroll Tax Processing
- Quarterly Tax Processing
- Annual Tax Filing
- Processing W-2’s
ALA CARTE SERVICES
- Customized Setup
- Consulting
- Diagnostics
- Cleanup
- Industry Specific Charge Of Accounts
- Manage Item List
- Training
- Adjusting Entries
- Invoicing/ Sales Receipts
- Receive Payments/make Deposits (Itemized Deposits)
- Prepare Monthly Statements
- Florida Sales Tax Filing
- Entering Purchase Order
- Online Bill Payment
- Process 1099’s
- Workers Comp Audit
- Reconcile Additional Bank Or Credit Card Statements
- Reconcile Cash On Hand
- Reconcile Paypal
- E-commerce
- Loan Reconciliation
- Management Reports
- Budgets
- Cash Flow Analysis
- Notary Services
OTHER SERVICES:
Personal/Family Finance
- Budgeting and record keeping advice
- Offering second opinions regarding household issues and unexpected situations (should the hot water heater be fixed or replaced)
- Reviewing and paying household bills
Elder Care
Has your loved one reached a point in their life where they need extra help and support in their day-to-day financial life? We offer several services for those dear citizens who need assistance:
- Reviewing and paying household bills
- Budgeting and record keeping
- Ensuring money is received and deposited correctly
- Offering second opinions regarding household issues and unexpected situations (should the hot water heater be fixed or replaced)
- Handling day-to-day financial transactions (repairs, maintenance, medical bills)
- Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
- Preparing an inventory of personal assets and investments
- Determining short and long-term cash flow needs
- Addressing questions about lifestyle, Social Security, pensions, Medicare, etc…
- Preparing the package for your CPA for filing income, trust, gift and estate taxes
PLAN - PRICE
Description
Description
What Qualifies as a Transaction?
A transaction is any check, deposit, paycheck, vendor payment, Debit or credit card charge
What Qualifies as an Account?
An account is any back, credit card, payment clearing, or payroll clearing on your books that experiences 30+ transactions a month. We reconcile PayPal accounts.
Do I need to buy QuickBooks?
Only if you want to use an desktop version (Pro, Premier and Enterprise) We can help you decide if you want to move to QuickBooks Online.