PACKAGES

Select one of our budget friendly packages with no surprises and a monthly investment you can count on.

PACKAGE 1

  1. Set up of your QuickBooks Online Account

  2. Connect your bank account for easy statement uploads

  3. Maintain your Company Bookkeeping

  4. Allocate Monthly Transactions (up to 250 transactions per month)

  5. Set up and maintain your general ledger

  6. Monthly Bank Reconciliation for (2) business accounts

  7. Monthly credit card reconciliation up to 2 credit cards if needed

  8. Monthly Consultation

PACKAGE 2

  1. All of package 1

  2. Monthly credit card reconciliations up to 3 credit cards if needed

  3. Monthly bank reconciliation for up to 3 business accounts

  4. Payables/Receivables Management

  5. Set Up Employees for Payroll

  6. Process Weekly/Bi-Weekly payroll up to 50 employees

  7. Preparation and submission of Payroll Taxes for State

  8. Preparation and submission of Payroll Taxes for Social Security

  9. Preparation and submission of any other Withholding’s

  10. Processing of 1099’s & W-2’s

  11. Mailing of your 1099’s & W-2’s

  12. Preparation and submission of company information to your CPA for federal tax filings

  13. Preparation and filing of federal taxes (if applicable)

  14. Monthly Reporting of P&L, Balance Sheet, Trial Balance, and Expense reporting

PACKAGE 3

  1. All of package 1 & 2

  2. Monthly bank reconciliation (no limit of transactions)

  3. Monthly credit card reconciliation (no limit on credit cards)

  4. Process Weekly/Bi-Weekly payroll for unlimited employees

  5. Collections on past due AR accounts

  6. Graphs & Charts on monthly reporting

  7. Processing of annual business licenses

PACKAGE 4 BUSINESS BOOKKEEPING SERVICES

  1. Set up your QuickBooks Online Account

  2. Connect your bank

  3. Accounts Payable/Accounts Receivable

  4. Set up and maintain your general ledger

  5. Monthly Bank Reconciliations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PACKAGE 5

 PERSONAL BOOKKEEPING SERVICES

  1. Balance your checkbook

  2. Monthly budgeting

  3. Bill payments

  4. Plan for your future






     

New Port Richey, FL 34656
727-645-6529

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