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

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

Request Quote

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

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.