Our Services

Every business has its own unique needs. These plans are a general guide that fit most businesses. Contact us to discover how we can tailor our services to your needs.

Bronze DIY

Starts at $100 per month

  • Client is responsible for Downloading and Categorizing transactions, reconciling bank accounts, running reports, and implementing the action plan.

  • Quarterly Diagnostic Review of Books

  • Written report with action plan on corrections that need to be made to QBO

  • Accounting Software not included

Silver

Starts at $250 per month

  • Transactions: up to 50 per month

  • Bank Accounts: up to 3

  • Categorize Transactions

  • Reconcile Bank Accounts

  • Monthly Profit and Loss Statement and Balance Sheet

  • End of Year Reports Close-out

  • Accounting Software not included

Gold

Starts at $400 per month

  • Transactions: 50-200 per month

  • Bank Accounts: Up to 10

  • Categorize Transactions

  • Reconcile Bank Accounts

  • Monthly Profit and Loss Statement and Balance Sheet

  • End of Year Closeout

  • Accounting Software not included

Add-ons: Software solutions, One-time Quickbooks Set-up, Clean-up/Catch-up, W-2 and 1099 preparation, Gusto Payroll Set-up, Training

Services