Bookkeeping Bundles
We have options that fit your needs and budget
ESSENTIAL Starting at |
MOST POPULAR PLUS Starting at |
PREMIUM Starting at |
DELUXE Starting at |
999 |
1,999 |
2,499 |
3,499 |
Per month ¹* |
Per month ¹* |
Per month ¹* |
Per month ¹* |
Perfect for start-up companies or companies with no employees and light operations! |
Includes everything in the ESSENTIAL package, plus: |
Includes everything in the PLUS package, plus: |
Includes everything in the PREMIUM package, plus: |
Downloading Bank and CC accounts transactions and preparing cash reconciliations |
Monthly Cash Flows statement & Up to 1 customized report included²* |
Up to 5 customized reports included²* |
Up to 10 customized reports included²* |
Preparing monthly Balance Sheet & PNL reports |
Preparing PP&E depreciation schedule |
Location & Class tracking for bookkeeping (if needed) |
Multi-currency module (if needed) |
Booking of customer deposits, preparing monthly A/R aging report and, issuance & delivery of 10 sales invoices included²* |
Issuance & delivery of 50 sales invoices included²* |
Issuance & delivery of 250 sales invoices included²*. Preparing & mailing customer billing statements, plus collection efforts on past-due accounts |
Issuance & delivery of 500 sales invoices included²*. Preparing & mailing customer billing statements, plus collection efforts on past-due accounts |
Receiving, filing & entering expense bills |
Assigning received bills for approval & processing payment of approved bills (up to 50 payments included²*) |
Assigning received bills for approval & processing payment of approved bills (up to 100 payments included²*) |
Assigning received bills for approval & processing payment of approved bills (up to 250 payments included²*) |
Preparing monthly Accounts Payable aging report |
PAYROLL + module included |
1 custom payroll report included²* (i.e. by employee, department, location, etc) |
3 custom payroll reports included²* (i.e. by employee, department, location, etc) |
Processing payments of expense reimbursements to employees or contractors |
INVENTORY + module included |
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Special modules & add-ons
A/P CLERK Starting at |
INVENTORY + Starting at |
PAYROLL + Starting at |
TAX Add-ons Service fees are quoted annually but pro-rated & charged monthly |
999 |
999 |
845 |
-- |
Per month ¹* |
Per month ¹* |
Per month ¹* |
See below |
Perfect for companies who are interested in making their treasury cycle more efficient and secure |
The Inventory Management module can be added-on to any bookkeeping package |
Let us help you avoid the hassle of processing payroll and handling employee files |
To be in compliance with your tax obligations we offer you the following solutions: |
Setting up new vendors in QuickBooks Online and maintaining vendor files |
Creating, updating and managing employee files |
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Receiving, posting & filing expense bills |
Setting-up and managing product catalog (Up to 150 items & 1 warehouse/location included)²* |
New employee setup |
Sales & use tax returns - $1,200 p/year (1 state included)²* |
Assigning received bills for payment approval to management according to their approval matrix (i.e. single or dual approvers). |
Generating Purchase Orders (Up to 50 P.O.s included)²* |
Processing payroll and paying employees/contractors (Up to 5 employees and 1 state included)²* |
Annual State Franchise return - $599 p/year (1 state included)²* |
Processing payment of approved bills by EFT/check (up to 150 payments included)²* |
Receiving & entering inventory bills, and preparing monthly A/P aging report |
Employer tax liability calculation and payment. |
Federal income tax return - starting at $2,500 p/year |
Preparing weekly Accounts Payable aging reports |
Downloading and booking sales and cost-of-sales transactions from P.O.S. |
Monthly & annual payroll tax returns, and generation of annual W-2's and 1099's (Up to 5 employees and 1 state included)²* |
Tax Payments - $100 per payment processed |
Recording processed payments in QBO Answering inquiries and resolving discrepancies |
Integration/Sync of P.O.S software with accounting software |
Posting employee/contractor expenses per expense or CC reports provided by client. Processing reimbursement for authorized expenses |
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Special modules & add-ons (continued....)
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¹*- All plans may be subject to a one-time implementation reimbursable** fee. Pricing may be subject to changes at anytime and is based on the below transaction activity ranges:
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²*- Prices per incremental activity not included in your plan are billed as follows:
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** implementation fees are billed in advance upon signing a new services agreement and are 100% reimbursable after the customer's first year anniversary of continued monthly services, provided that their account is current and there are no past-due billings on their account.
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