A Full-Service Bookkeeping Plan
Specially Designed For You
… and it won’t break the bank!
All-inclusive plans begin at just $200/month
Includes bookkeeping, payroll, and QuickBooks Online Software
The Details
Whether you are a one person operation or have an entire team, we have a plan that works for you. It’s really simple. We give you the time you need to grow your business.
All bookkeeping packages include ongoing consultation, bookkeeping, payroll, and QuickBooks Online software. We handle it all no matter which solution you select.
The Process
Upload your financial transactions to our cloud-based accounting system.
We balance your books. Process your payroll. Prepare your financials.
Everything is on QuickBooks Online. No more accounting headaches!
| Select a bookkeeping solution that works for you | ||||
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Premium $400 / month |
Deluxe $300 / month |
Standard $200 / month |
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Your Company |
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| Monthly Transactions | Up to 300 | Up to 200 | Up to 100 | |
| Employees | Up to 10 | Up to 5 | Up to 2 | |
| Independent Contractors | Up to 20 | Up to 10 | Up to 5 | |
| Monthly Expenses | Up to $30,000 | Up to $20,000 | Up to $10,000 | |
Accounting Platform |
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| Quickbooks Online Platform (?)
QuickBooks Online is included at no additional cost to you. |
QBO Essentials | QBO Essentials | QBO Essentials | |
Bookkeeping |
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| Personal consultation & support (?)
We schedule an initial consultation so we can learn more about you and your business. We also provide unlimited ongoing support by phone or email. |
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| Account set up & customization (?)
We establish your QuickBooks Online account, connect bank & credit card accounts, customize the Chart of Accounts, enter opening balances, and determine applicable tax forms & reporting requirements. |
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| Data capture & categorization (?)
We gather and compile all transactions, track income & expenses, track receivables & payables, track payroll, and reconcile bank & credit card statements. |
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| Financial reporting & compliance (?)
We generate monthly reports for both internal and external use including Balance Sheet and Profit & Loss Statement, file applicable reports with state & federal agencies, and generate monthly summaries of key accounts transactions. |
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| Annual reconciliation & summary (?)
At year-end we reconcile and balance the books and provide a year-end summary. |
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Payroll |
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| Compliance & reporting (?)
Each employee’s W-4 and I9 information is captured and archived. We also make certain you are in compliance with the state new hire reporting requirements. |
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| Payroll processing (?)
We calculate earnings, taxes, deductions for you and your employees. You can select either weekly, bi-weekly, semi-monthly, or monthly pay periods. |
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| Payroll fulfillment (?)
Employees are paid by direct deposit and have access to their pay stubs online through their personalized employee portal. |
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| Tax filings & compliance (?)
We complete all your federal, state and local payroll-related tax filings. This includes forms 1099 and W-2 and applicable transmittals (1096 & W-3). |
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| Annual transmittals (?)
We prepare your annual 1099 & W-2 with applicable transmittal (1096 & W-3) |
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Taxes |
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| Personal consultation & support (?)
We schedule a year-end consultation to review your financial statements and plan for the upcoming year. We also provide unlimited ongoing support by phone or email. |
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| Tax tips & strategies (?)
You’ll get a copy of NOLO press’ Tax Savvy for Small Business or Deduct It! Lower Your Small Business Taxes. |
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| Taxes (?)
We give your accountant, CPA, or tax attorney direct access to your QuickBooks Online account or we’ll download your financial statements into Excel. Whatever works best for you! |
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Premium |
Deluxe |
Standard |
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Premium Bookkeeping Payroll & Taxes
$400 / mo
Includes:
Bookkeeping
1. Personal consultation & support
We schedule an initial consultation so we can learn more about you and your business. We also provide unlimited ongoing support by phone or email.
2. Account set up & customization
We establish your personal Wave account, connect bank & credit card accounts, customize the Chart of Accounts, enter opening balances, and determine applicable tax forms & reporting requirements.
3. Data capture & categorization
We gather and compile all transactions, track income & expenses, track receivables & payables, track payroll, and reconcile bank & credit card statements.
4. Financial reporting & compliance
We generate monthly reports for both internal and external use including Balance Sheet and Profit & Loss Statement, file applicable reports with state & federal agencies, and generate monthly summaries of key accounts transactions.
5. Annual reconciliation & summaries
At year-end we reconcile and balance the books and provide a year-end summary to prepare your company income tax returns.
Payroll
1. Compliance & reporting
Each employee’s W-4 and I9 information is captured and archived. We also make certain you are in compliance with the state new hire reporting requirements.
2. Payroll processing
We calculate earnings, taxes, deductions and net pay for up to 5 employees. You can select either weekly, bi-weekly, semi-monthly, or monthly pay periods.
3. Payroll fulfillment
Employees are paid by direct deposit and have access to their pay stubs online through their personalized payment portal.
4. Tax filings & compliance
We complete all your federal, state and local payroll-related tax filings. This includes forms 1099 and W-2 and applicable transmittals (1096 & W-3).
5. Annual transmittals
We prepare your annual 1099 & W-2 with applicable transmittal (1096 & W-3)
Taxes
1. Personal consultation & support
We schedule a year-end consultation prior to preparing your company’s income tax return. We also provide unlimited ongoing support by phone or email.
2. Tax minimization tips & strategies
You’ll get a copy of NOLO press’ Tax Savvy for Small Business and Deduct It! Lower Your Small Business Taxes.
3. Prepare & file income tax return
We prepare and file the applicable income tax return for your business entity.
Deluxe Bookkeeping & Payroll
$97/mo
Includes:
Bookkeeping
1. Personal consultation & support
We schedule an initial consultation so we can learn more about you and your business. We also provide unlimited ongoing support by phone or email.
2. Account set up & customization
We establish your personal Wave account, connect bank & credit card accounts, customize the Chart of Accounts, enter opening balances, and determine applicable tax forms & reporting requirements.
3. Data capture & categorization
We gather and compile all transactions, track income & expenses, track receivables & payables, track payroll, and reconcile bank & credit card statements.
4. Financial reporting & compliance
We generate monthly reports for both internal and external use including Balance Sheet and Profit & Loss Statement, file applicable reports with state & federal agencies, and generate monthly summaries of key accounts transactions.
5. Annual reconciliation & summaries
At year-end we reconcile and balance the books and provide a year-end summary.
Payroll
1. Compliance & reporting
Each employee’s W-4 and I9 information is captured and archived. We also make certain you are in compliance with the state new hire reporting requirements.
2. Payroll processing
We calculate earnings, taxes, deductions and net pay for up to 5 employees. You can select either weekly, bi-weekly, semi-monthly, or monthly pay periods.
3. Payroll fulfillment
Employees are paid by direct deposit and have access to their pay stubs online through their personalized payment portal.
4. Tax filings & compliance
We complete all your federal, state and local payroll-related tax filings. This includes forms 1099 and W-2 and applicable transmittals (1096 & W-3).
5. Annual transmittals
We prepare your annual 1099 & W-2 with applicable transmittal (1096 & W-3)
Standard Bookkeeping
$47 / mo
Includes:
Bookkeeping
1. Personal consultation & support
We schedule an initial consultation so we can learn more about you and your business. We also provide unlimited ongoing support by phone or email.
2. Account set up & customization
We establish your personal Wave account, connect bank & credit card accounts, customize the Chart of Accounts, enter opening balances, and determine applicable tax forms & reporting requirements.
3. Data capture & categorization
We gather and compile all transactions, track income & expenses, track receivables & payables, track payroll, and reconcile bank & credit card statements.
4. Financial reporting & compliance
We generate monthly reports for both internal and external use including Balance Sheet and Profit & Loss Statement, file applicable reports with state & federal agencies, and generate monthly summaries of key accounts transactions.
5. Annual reconciliation & summaries
At year-end we reconcile and balance the books and provide a year-end summary.