Packages

Packages



Accounts

Free Trial

Free Trial

Projects

Projects



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

Most Popular



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


 
Want more details? Compare Plans Here

PAYROLL SERVICES

  • From $75 monthly
  • Paycheck Processing
  • Payroll Tax Processing
  • Quarterly Tax Processing
  • Annual Tax Filing
  • Processing W-2’s

Request Quote

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

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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

Request Quote

Questions and Answers