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Monthly Bookkeeping and Full-Service Monthly Consulting Pack
All Monthly Bookkeeping Packages are priced based on Off-Site Remote Consulting.
Call Today for On-Site Bookkeeping Plans
Full-Service Monthly Consulting Packages
Business- Basic Full-Service: $950.00
- 1-3 Bank/Credit Accounts
- Up to 150 Combined Transactions
- Accounts Payable
- Monthly bill payments to vendors
- Weekly and/or Bi-weekly processing of employee payroll
- Monthly maintenance of tracking payment and expenditures
- Quarterly analysis of financial statements
- Accounts Receivable
- Monthly billing of customer invoicing and estimating
- Monthly account statements and bill reminders to customers
- Monthly Posting received payments
- Monthly Collection Calls to customers
- Monthly Customer database management
- Additional Administrative Duties
- Vendor Setup: Company W-9, Insurance Certificate (customer provided), Vendor Information Sheet with 2 Business Days
- Monthly pick up of mail: sorting bills, customer payments, etc.
- 5 hours of monthly support during normal business hours
- 15 hours of monthly support during normal business hours
- Reliable Accurate Bookkeeping
- Monthly Account Reconciliations
- 5 Hours of Tax Time Communication with Tax Accountant and/or CPA
- QuickBooks File and Financial Report Sharing
- Year End Journal Entries
- Financial Reporting including Balance Sheet and Profit and Loss Statement
Business- Plus Full-Service: $2,650.00
- 1-3 Bank/Credit Accounts
- Up to 250 Combined Transactions
- 1 Payment Processing Account (Venmo, PayPal, Square, Etc.)
- Up to 100 Combined Transactions
- Accounts Payable
- Bi-Weekly bill payments to vendors
- Weekly and/or Bi-weekly processing of employee payroll and benefit reporting
- Monthly maintenance of tracking payment and expenditures
- Quarterly analysis of financial statements
- Accounts Receivable
- Bi-Weekly billing of customer invoicing and estimating
- Monthly account statements and bill reminders to customers
- Bi-Weekly Posting received payments
- Monthly Collection Calls to customers
- Bi-Weekly Customer database management
- Additional Administrative Duties
- Weekly Email Management
- Weekly Job Scheduling
- Insurance Certificate Requests as Requested
- Vendor Setup: Company W-9, Insurance Certificate, Vendor Information Sheet with 2 Business Days
- Weekly pick up of mail: sorting bills, customer payments, etc.
- 15 hours of monthly support during normal business hours
- Reliable Accurate Bookkeeping
- Monthly Account Reconciliations
- 5 Hours of Tax Time Communication with Tax Accountant and/or CPA
- QuickBooks File and Financial Report Sharing
- Year End Journal Entries
- Financial Reporting including Balance Sheet and Profit and Loss Statement
Business- Platinum Full-Service: $6,500.00
Business- Platinum $6,500.00
- 1-5 Bank/Credit Accounts
- Up to 400 combined Transactions
- 3 Payment Processing Account (Venmo, PayPal, Square, Etc.)
- Up to 150 Combined Transactions
- Accounts Payable
- Weekly bill payments to vendors
- Weekly and/or Bi-weekly processing of employee payroll and benefit reporting
- Bi-Weekly maintenance of tracking payment and expenditures
- Monthly analysis of financial statements
- Accounts Receivable
- Weekly billing of customer invoicing and estimating
- Monthly account statements and bill reminders to customers
- Weekly Posting received payments
- Bi-Weekly Collection Calls to customers
- Weekly Customer database management
- Annual Insurance Audits for Workers Compensation and General Liability
- Additional Administrative Duties
- Daily Email Management
- Weekly Job Scheduling
- Insurance Certificate Requests as Requested
- Vendor Setup: Company W-9, Insurance Certificate, Vendor Information Sheet
- Monthly State Tax Reporting: Sales Tax, Meals Tax, Annual Liquor Tax
- Weekly pick up of mail: sorting bills, customer payments, etc.
- Unlimited monthly support during normal business hours
- 15 hours of monthly support during normal business hours
- Reliable Accurate Bookkeeping
- Monthly Account Reconciliations
- 5 Hours of Tax Time Communication with Tax Accountant and/or CPA
- QuickBooks File and Financial Report Sharing
- Year End Journal Entries
- Financial Reporting including Balance Sheet and Profit and Loss Statement