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Our Services

The main software programs we use are; QuickBooks Online, QuickBooks Desktop, Dropbox, ADP, Paychex and 1Password.

 

In order to be as transparent as possible, we’ve designed the following pricing structure.

Rate 1

Administration, Organization

Tasks Included:

Filing

Sorting receipts

Organizing

Basic data entry

Updating passwords etc).

Rate 2

Bookkeeping

Tasks Included:

Data entry

(credit card transactions, banking transctions),

Filling out forms.

Basic/straight forward Reconciliations

Deposits

AP, AR, collections

Rate 3

Bookkeeping, Accounting, Payroll, Consulting, Implementation

Tasks included:

Rate 1 & 2, as needed

Consulting and implementation

Payroll processing, including payroll taxes and quarterly/annual filings

Bank and credit card reconciliations

Liability adjustments and Journal Entries

AP and AR with class tracking, progress billing, etc.

Financial statements

Tax planning/preparing for CPA

Month-end close

Travel time is billed at 75% of staff members hourly rate, plus mileage & tolls.

Our 2024 services agreement will be based on a flat rate billing model.

 

We will average the amount of time and needs of your business, including year-end tax organizing and financial statements, and will charge an up-front, monthly service fee. We believe this allows us to eliminate any surprises in billing, as well as the ability to have more frequent and open communication.

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