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Accounting Packages

Offering a robust line of products to meet your personal and business needs

Select a product

It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business.

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

Bronze medal

Bronze

Starts at $250

Bookkeeping

  • Up to 3 bank / card accounts
  • Categorize transactions in QuickBooks®
  • Reconcile accounts

Reports

  • Management Report
    • Profit & loss (Income Statement)
    • Balance sheet
    • Statement of cash flow
Silver medal

Silver

Starts at $400

Bookkeeping

  • 4 or 5 bank / card accounts
  • Categorize transactions in QuickBooks®
  • Reconcile accounts

Reports

  • Includes Bronze level
Gold Medal

Gold

Starts at $600

Bookkeeping

  • 6+ bank / card accounts
  • Categorize transactions in QuickBooks®
  • Reconcile accounts

Reports

  • Includes Silver level

Tax preparations

  • Business
  • Personal
Platinum medal

Platinum

Starts at $1,250

Bookkeeping

  • Gold level

Reports

  • Gold level
  • **Add on reports included (See "Add Ons" below)

Advisory Services

  • Tax planning
  • General business consulting
  • CFO services

Add Ons

Tax Preparations

  • 1099 filing
  • Franchise
  • Income tax - business
  • Income tax - personal
  • Sales

QuickBooks® Subscriptions

  • Simple start - 1 user
  • Essentials - 3 users, recurring JE's
  • Plus - 5 users, projects
  • Advanced - inventory

Payroll

**Gusto subscriptions required**

  • Set-up for self management (One-time fee)
  • Set-up for FTAS management (One-time fee)
  • Up to 5 employees
  • Each additional 5 employees

Gusto Subscriptions

  • Simple - 1 state
  • Plus - multiple states, time tracking

Catch-Up / Clean-Up

**Current monthly recurring client discount**

  • Process transactions
  • Current clients*
  • AR / AP clean-up

**Reports**

  • Budget creation
  • KPI's and special reports
  • Work in progress report

Advisory Services

  • Tax planning
  • General business consulting
  • CFO services
  • QuickBooks® online training

Invoicing

  • Creating /sending invoices in QuickBooks®
  • Mailing
  • Collections
  • Communication

Special Projects

  • Bookkeeper level
  • Accountant level

Receipts Processing in QuickBooks®

  • 1 to 20 receipts
  • 21 to 50 receipts
  • 50+ receipts

New Business QuickBooks® Online Set-up

Bill Pay

Quarterly Accounting

(under 50 transactions a month)

Job Costing / Projects / Classes

Accrual Accounting

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