Reconciliation of up to 2 (Bank or Credit Card) Accounts
Prepare monthly Balance Sheet and Profit & Loss statement
DELUXE PACKAGE
Entry of up to 100 transactions
Reconciliation of up to 3 (Bank or Credit Card) Accounts
Prepare monthly Balance Sheet, Profit & Loss Statement, Accounts Receivable reports, and Accounts Payable reports
Process vendor payments utilizing online banking
Create client invoices
Prepare monthly client statements, as needed
PREMIUM PACKAGE
Entry of up to 200 transactions
Reconciliation of up to 4 (Bank or Credit Card) Accounts
Prepare monthly Balance Sheet, Profit & Loss Statement, Accounts Receivable reports, and Accounts Payable reports
Process vendor payments utilizing online banking
Create client invoices Prepare monthly client statements, as needed
SUPREME PACKAGE
Entry of up to 350 transactions
Reconciliation of up to 6 (Bank or Credit Card) Accounts
Prepare monthly Balance Sheet, Profit & Loss Statement, Accounts Receivable reports, and Accounts Payable reports
Process vendor payments utilizing online banking
Create client invoices Prepare monthly client statements, as needed
ADDITIONAL PACKAGES AVAILABLE UPON REQUEST
QUICKBOOKS SETUP PACKAGE
QuickBooks company file set-up: Business Profile, Chart of Accounts, Employee, Customer and Vendor profiles, items list, sales tax items
Setup Bank and Credit Card accounts
½ hour training at time of set-up
½ hour phone support for 3 months from activation date
PAYROLL PACKAGES
It is recommended that client implement direct deposit of paychecks, if not, the client is responsible to write all checks. Includes Payroll Tax Reporting. Using QuickBooks Online Payroll. Does not include software (QuickBooks ) costs.
Payroll setup
1-10 Employees – Starter package
11-29 Employees - Silver Package
30-49 Employees - Gold Package
50+ Employees - Platinum Package
ADDITIONAL SERVICES
Entry of up to 100 transactions
Sales Tax Returns - Billed Per Filing (Monthly or Quarterly)
Business Formation - Billed Per Company plus any State fees
Set-up online Banking (Bill pay and Wire Transfers)
