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-icons   Upload your financial transactions to our cloud-based accounting system.

calculate-icon   We balance your books. Process your payroll. Prepare your financials.

taxes-icon   Everything is on QuickBooks Online. No more accounting headaches!

Premium

$400 / month

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Deluxe

$300 / month

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Standard

$200 / month

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Your Company

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

Quickbooks Online Platform (?)

QuickBooks Online is included at no additional cost to you.

QBO Essentials QBO Essentials QBO Essentials

Bookkeeping

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

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

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

Order Now!

Deluxe

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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.

 Order Now!

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)

 Order Now!

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.

 Order Now!