bookkeeping & accounting package

Starting $500 / Month

Client Size 0-20 Employees

Compliance Tax Planning

Virtual Meeting 1x / Month

Annual Meetings

Email (5 Day Response Time)

 1.) QuickBooks Setup: (One Time)

· Link Accounts to QB's (Banks, Square, Stripe, Avalara, Housecall Pro, Amazon, Etc.)

· Set up Chart of Accounts

· Set Rules and Classes

· Track Income & Expenses

· Track Miles Correctly

· Maximize Tax Deductions

· Employee/Contractor GPS time & Location Tracker 

 2.) Preparing QuickBooks Reports Such As: (Quarterly)

· Profit & Loss Reports

· Accountant & Tax Reports

· Balance Sheet

· Banking Reports

· Banking Reconciliation

· Class Tracking

· Custom Financial Reports

· Customers & Receivables Reports

· Employees & Payroll Reports

· Expenses & Vendors

· Inventory Reports

· Jobs, Time & Mileage

· Purchase & Sales Reports

· QuickBooks Projects (Track Labor Costs & Profitability of Jobs)

3.) Payroll Services (Bi-Weekly/Monthly) (Add on)

· Set Up Employee Payroll

· Entering Time Sheets

· Processing Employee Payroll

· Uploading Third Party Payroll Reports

· Manage Accounts Payable & Receivables

· Collect Overdue Receivable

· Prepare Monthly, Quarterly & Yearly Payroll Taxes with Taxing Authorities