Advanced Bookkeeping Packages

The Advanced Bookkeeping Packages are designed to meet the specific needs of companies with multiple financial institutions and large volumes of financial transactions per month. These packages ensure accurate invoicing, and full tax compliance and bookkeeping service. This package provides scalable options to help you streamline operations, improve cash flow, and stay compliant with state and federal regulations. 

BONUS OFFER: Business Tax Preparation and Tax Planning Services

Get personalized support to keep your finances moving in the right direction.

Package Details:

Bookkeeping: Monthly bookkeeping covering transactions, revenue recognition, fixed assets, sales, expenses, and reports.

• Service Items: Platform: QBO, Intake: Banking (self-service)
• Frequency: Monthly
• Delivery: Email
• Close Date: 30th/31st

Payroll: Biweekly payroll processing for businesses with 1-15 employees.

• Service Items: Platform: QBO, Gusto, Intake: Fax/Scan, Medical platform: Standalone, Medical deductions: Invoice-based

Bill Pay: Weekly bill payment through QBO and Bill.com for up to 15 vendors.

• Intake Method: Email
• Vendor Communications: Managed by the client

1099 Preparation: Quarterly and year-end 1099 preparation with W-9 gathering and vendor intake management.

• Service Items: Volume: 0-15, Platform: QBO, Gusto

Sales Tax: Weekly collection and payment of sales tax for 1-20 transactions.

• Service Items: State agency reporting, bank deposit intake

Pricing Information:

$2,500 per month

Multi-Business Package

This package focuses on managing larger volumes financial transaction for 2 businesses to streamline the need for 2 full-time employees.

Package Details:

Bookkeeping: Monthly bookkeeping covering transactions, revenue recognition, fixed assets, sales, expenses, and reports.

• Service Items: Platform: QBO, Intake: Banking (self-service)
• Frequency: Monthly
• Delivery: Email
• Close Date: 30th/31st

Payroll: Biweekly payroll processing for businesses with 16-20 employees

• Service Items: Platform: QBO, Gusto, Intake: Fax/Scan, Medical platform: Standalone, Medical deductions: Invoice-based

Bill Pay: Weekly bill payment through QBO and Bill.com for up to 20 vendors.

• Intake Method: Email
• Vendor Communications: Managed by the client

1099 Preparation: Quarterly and year-end 1099 preparation with W-9 gathering and vendor intake management.

• Service Items: Volume: 0-20, Platform: QBO, Gusto

Sales Tax: Weekly collection and payment of sales tax for 21-30 transactions.

• Service Items: State agency reporting, bank deposit intake

Pricing Information:

$3,500 per month

Schedule a call to discover how we can reduce your financial burden.