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
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
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. |