Bookkeeping-Tax Prep Package

The Bookkeeping-Tax Prep Package is a comprehensive financial service that includes clean-up bookkeeping, monthly bookkeeping maintenance, payroll processing, bill payment, sales tax reporting, and 1099 preparation. This package is designed to ensure accurate record-keeping, tax compliance, and financial efficiency for businesses of all sizes. With tailored options and flexible service tiers, businesses can select the level of support they need for streamlined operations and maximum savings.

Package Details:

(A) Starter Bookkeeping Package

New Set-Up Bookkeeping 1

• Assistance in opening a QBO business account and setting up bank accounts, revenue streams, credit cards, fixed assets, bills, and inventory reports.
• Service Items: Platform QBO, Intake: Download
• Pricing: One-time fee of $500

Clean-up Bookkeeping 1

• We will complete a clean-up of your bookkeeping, addressing any errors, or add your business to a bookkeeping platform if not already in use.
• Service Items: Platform QBO, Intake: Download
• Frequency: One-time service for multiple previous years

Pricing:

• 1 Year: $300 - $995 (12 months)
• 2 Years: $300 - $995 (24 months)
• 3+ Years: $300 - $995 (36 months)

(B) Bookkeeping Plus Package (Bookkeeping 1)

• Monthly bookkeeping covering 25 transactions, revenue recognition, fixed assets, sales, expenses, and reporting.
• Service Items: Platform QBO, Intake: Banking Upload
• Frequency: Monthly
• Delivery: Email
• Close Date: 30th

(C) Bookkeeping Full/Tax Prep Package (Bookkeeping 2)

• Advanced monthly bookkeeping covering 100 transactions, revenue recognition, fixed assets, sales, expenses, and reporting.
• Service Items: Platform QBO, Intake: Banking Upload
• Frequency: Monthly
• Delivery: Email
• Close Date: 30th/31st
• Pricing: $1,500 per month

 Payroll Services (Payroll 1 and Payroll 2)

• Biweekly payroll processing with volumes tailored to business size:
• Payroll 1: For businesses with 1-10 employees
• Payroll 2: For businesses with 1-15 employees
• Service Items: QBO, Gusto, Intake via Fax/Scan, Medical platform: Standalone, Medical deductions: Invoice-based

Bill Pay Services (Bill Pay 1/Invoice1 and Bill Pay 2/Invoice2)

• Weekly bill payments through QBO and Bill.com for up to 15 vendors.
• Intake Method: Email
• Vendor Communications: Managed through the client

Sales Tax Services (Sales Tax1 and Sales Tax2)

• Weekly collection and payment of sales tax:
• Sales Tax1: 0-15 transactions
• Sales Tax2: 16-20 transactions
• Intake Method: Bank deposits
• Pricing: $550 per month

1099 Preparation (1099 Preparation 2)

• Quarterly and year-end preparation of all 1099 forms with W-9 gathering and client coordination.
• Service Items: QBO, Gusto

Why Choose One of These Packages:

• Flexible service tiers to match your business’s size and needs
• Accurate record-keeping to avoid costly errors or penalties
• Comprehensive tax compliance and streamlined financial processes

Take the next step in optimizing your business’s financial management and tax strategy. Contact us today to select the right service tier and start saving.