Standard Package Options
**Please note that these packages are for illustrative purposes only and are highly customizable for your needs**
.png)
.png)
.png)
Additional Services
Diagnostic Review - $250
My goal is to gain an understanding of your specific bookkeeping and accounting needs and to access the health of your Quickbooks/Xero data, the completeness and accuracy of your accounting transactions, and ongoing bookkeeping and accounting needs.
-
45 min call to discuss and analyze your needs
-
Bookkeeping and accounting analysis- Diagnose problems and access the level of clean-up needed.
-
Identify transactions that need to be brought up to date
-
Access the volume and complexity of transactions
-
Access ongoing bookkeeping and accounting needs
-
A written report of our findings and recommendations
-
Session to going over our findings, recommendations, and proposed services
Quickbooks/Xero Set-Up Package - $250-$500
-
Pricing will be different when combined with monthly bookkeeping services
-
Pricing is dependant on the size of the business and the amount of data that has to be transferred and applies to start-ups/small businesses.
-
Set up and customization of Quickbooks/Xero company file
-
Migration of data from other bookkeeping software
-
Customization of transactions and chart of accounts
-
Connect bank accounts
-
Customization of Invoices and Statements
-
Email Support for 30 days
DIY Monthly/Quarterly Check-Up - $125/$375
-
All transactions recorded by the client in accounting software
-
You will provide access via online login or remote access
-
Review all transactions and verify they are recorded properly
-
Give recommendations of adjusting entries
Payroll Processing - $125
-
You may add payroll processing to any package above or use it as a stand-alone service
-
1-5 Employees- $125 per month as a stand-alone service (Discount will be given if added to a monthly bookkeeping package)
-
$10 per month for each additional employee
-
Includes all payroll tax payments and reporting, as well as W-2 processing
1099 Processing
Minimum of $50- Includes the first 5 forms. Each additional form is $10. Any information provided after January 25th will incur a $100 rush processing fee. The client must provide all vendor information.