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
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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.