Our Packages
Easy Journey
(Packages starting at $250.00)
Our Easy Journey package is ideal for businesses just getting started.
This package includes:
Manage Posting of day-to-day business transactions
Reconcile checking & savings accounts for accuracy
Reconcile loans & lines of credit for accuracy
Monitor credit cards and reconcile for accuracy
Unlimited email support
Monthly financial statements (Income Statement & Balance Sheet)
Prepare and file Year-End Forms 1099
Online secure file sharing portal
Moderate Trail
With the Moderate Trail package your business will begin establishing processes needed to scale.
This package includes:
Easy Journey Package
Telephone support
Quarterly management review report via Zoom meeting
Advanced Hike
The Advanced Hike package is designed for established businesses with complex financials.
This package includes:
Moderate Trail Package
Monthly customized financial statements
Monthly management report review via Zoom meeting
Add-Ons
Payroll
Let’s face it, payroll can be overwhelming. Let us help set you up for success.
Setup includes:
We enter your company information (Federal and State tax id’s)
Entering your employees and their information needed to successfully get paid
Processing Payroll:
You run your own payroll - training provided
You submit payroll data, and we process for you
Accounts Receivable
Don’t lose revenue by letting your billing fall behind.
Add-On Includes:
Invoices entered into Quickbooks and sent to your clients
Notify you of past due accounts
Follow up on past due accounts to ensure that you are getting paid on time.
Accounts Payable
No more piles of bills! We will provide you with a streamlined process to ensure your bills are paid on time.
Add-On Includes:
Entering your bills into Quickbooks
Sending you regularly scheduled reports for your approval
After approval, payments will all be sent out
Additional Services
Clean Up of Books
Are you concerned that your books have some issues or errors? We can help you get back on track, so you are confident that your financials are giving you an accurate picture of your company.
Review your current QuickBooks file
Written list of any issues
Zoom call to discuss next steps
File clean-up
QB Setup
Do you have a new business or currently using spreadsheets? We will set up your company with QuickBooks Online!
Once set up we can assist you with one of our Monthly On-Going Packages or provide you with training for you and/or your employees.
Scheduled Review of Your Books
Do you take care of your own books? Our Monthly or Quarterly check-ups allow you to have the confidence that you are on track.
We review your books to check for issues
Send you a report with questions
Based on your response we will fix the issues
Training
We provide two types of training. Training is provided by Zoom and each session is recorded for you to review as you need.
As needed: This is when you have a specific question on how to properly get your transactions into your books
General: Are you new to Quickbooks and just not sure how to get started? This is for you.
