Explore Our Packages
Explore our range of services designed to help you move forward with confidence, wherever you're headed next.
Bookkeeping Services
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Bronze Monthly Package
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Silver Monthly Package
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Gold Monthly Package
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Platinum Monthly Package
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Payroll Services
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Payroll Monthly Package
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Bookkeeping Services ✳︎ Bronze Monthly Package ✳︎ Silver Monthly Package ✳︎ Gold Monthly Package ✳︎ Platinum Monthly Package ✳︎ Payroll Services ✳︎ Payroll Monthly Package ✳︎
QuickBooks setup
Chart of accounts
30-minute training at time of setup
30-minute phone support within the next 2 months
Monthly account reconciliation
Monthly transactions limit: 25
Bank and credit card accounts: 1
Monthly profit & loss, balance sheet, year to date by month.
Monthly account reconciliation
Monthly transactions limit: 100
Bank and credit card accounts: 4
Payroll reconciliation with W-3
Monthly profit & loss and balance sheet, year-to-date by month
Monthly account reconciliation
Monthly transactions limit: 50
Bank and credit card accounts: 2
Monthly profit & loss, balance sheet, year-to-date by month
Monthly account reconciliation
Monthly transactions limit: 250
Bank and credit card accounts: 7
Payroll reconciliation with W-3
Monthly profit & loss and balance sheet; income by customer; expense by vendor report; A/R aging summary; year-to-date by month.
Monthly account reconciliation
Unlimited transactions
Unlimited bank and credit card accounts
Payroll reconciliation with W-3
Monthly profit & loss and balance sheet, income by customer, expense by vendor report, A/R aging summary, year to date by month, year to date compared to prior year
Invoicing and receivables management
Bill pays and payables management
Sale tax calculations
1. One-Time set up fee $225.00: includes EDD (Employment Development Department)
Registration form DE1, Federal EFPTS (Electronic Federal Payroll Tax System), and automatic monthly payroll tax deposits for both IRS and EDD.
2. Monthly/bimonthly billing $270.00
a. Paycheck processing $65.00 each pay period
b. Quarterly payroll tax returns $125.00
c. Annual forms/1099-1096/W-2-W-3 $75.00 each
*There may be additional add-on fees not listed above, depending on the client’s specific circumstances.
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