qUICKbOOKS Account
SYSTEM SET-UP

You will learn QuickBooks basics as we help connect your banks, and establish your chart of accounts. 

Organize &
Maintain finances

Regularly categorize transactions and reconciles accounts to keep your information accurate & up to date. 

Virtual Support &
Strategy sessions

Connect at your convenience with video appointments and collaboration tools. 

Virtual
Bookkeeping & Payroll Services

We work with you to determine the best plan of action to maintain and advance your business finances. Consultations available Monday-Saturday 10 AM to 4 PM. Please fill in the Bookkeeping Questionnaire and we will contact you to schedule your initial consultation.

Otherwise, you can submit  Appointment Request and complete the questionnaire during your visit with your account specialist.

 Monthly Packages


Features

COMPARE PACKAGE FEATURES

Downloaded Transaction Matching

Reconcile Financial Accounts

Phone & Email Support

Automatic Bill Payment

Expense Review & Budget

Virtual Strategy & Updates Meeting

Management Reports by Email

Sales Tax Filings

Federal & State Quarterly Income Tax Estimiates

QuickBooks Online Accounting Software Subscription

Full Service Payroll & Time Tracking Tools

Payroll Processing

COMPACT

$500

PER Month

Quarterly

Quarterly

ECONOMY

$$

call for price

Quarterly

Quarterly

PREMIUM

most popular

call for price

Quarterly

Quarterly

Quarterly

ENTERPRISE

$$

call for price

Monthly

Monthly

Monthly

Please Note: All services included in each package are also available A`La Carte, on a Project Based Fee Rate only. Packages which contain QuickBooks Software options will be added based on the business needs ( Self-Employed, Essentials, Plus subscriptions). Packages are designed to accommodate Small business with 1-19 employees and up to 350 transactions per month. Larger businesses with 20-50 employees and/or more transaction volume, should contact us for a Business Needs Assessment and pricing.

Individual Services & Add-Ons

For your convenience, the following additional services can be applied to any/all packages.

  • Year-End Review &
    Management Reports
  • Annual Business & Personal
    Tax Return
  • Sales Tax Filings
  • Tax Planning & Strategy Session
  • QuickBooks Online Account
    Set-up/Conversion
  • QuickBooks Chart of Accounts Clean-up
  • Payroll Service Set-up & Management
  • Business Perfomance Metrics & Cash Flow Analysis