Packages

Accounts

Free Trial

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

Customize My Plan

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

Customize My Plan

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

Customize My Plan

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

Customize My 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

Customize My 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

Questions and Answers


What Qualifies as a Transaction?	What Qualifies as an Account?	Do I need to buy QuickBooks?
A transaction is any check, deposit, paycheck, vendor payment, Debit or credit card charge	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.	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.