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*
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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

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
Contact us	Contact us	Contact us	Contact us
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
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

Special modules & add-ons (continued....)

DATA ENTRY CLERK Starting at

450

Per week

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Perfect for tech, financial, or digital services companies that need to process high volumes of information efficiently and at a low cost

30 hours per week of data entry/processing included²*

We are flexible and adapt to the needs of each of the projects for which you need data entry

Our backoffice has a 200 Mbps high-speed internet connection which allows us to handle large volumes of information efficiently

Our staff has dual-monitor work stations which allows them to work faster and with attention to details

We have fully bilingual clerks that would be able to easily handle information in both English &Spanish

CUSTOM Get your quote

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We understand that every company may have different needs so please CONTACT US with any special requests so we can dessign a solution that fits your needs & budget!

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:

²*- Prices per incremental activity not included in your plan are billed as follows:

Transactions (GL entries) per month	Pricing
0 - 200	Included in all plans
201 - 300	Additional $200 p/mo
301 - 500	Additional $250 p/mo
501+	Additional $0.50 per transaction

** 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.

Additional Services	Pricing
Invoice issued	$1.49 p/invoice
Employee in P/R	$34.99 p/employee/mo.
Custom reporting	$49 p/report
Inventory items	$1.49 p/item
Warehouse	$849 p/warehouse
State returns	Payroll $199 / Franchise $349 p/sate
Data entry	$16.50 p/hour
Check or EFT payment	$4.99 p/payment