Monthly Services

Finances are the core of every business. We guarantee that you will receive a return on investment within 3 years on the time, effort, and expenses required to do something we all dread, taxes!

Packages

Our packages are for business owners who may be overwhelmed with maintaining their books on their own. These services allow you to relax and run your business while we take care of your finances. We also provide virtual assistance as a communication option so that we can help you from anywhere.

 

Administrative

Includes basic financial functions needed to run your business. If you are overwhelmed with self-managing your finances, this package is for you. Includes:
$50
  • Posting of all expense and transfer transactions and deposits
  • Reconciliation All Bank, Credit Card, & Loan Accounts
  • Maintained Integrity of your QBO File
  • Monitoring of Outstanding Accounts Payable and Accounts Receivable
  • Monitoring of Online Accounts for Fraud
  • Creation and distribution of customer statements upon request
  • Monthly meeting with our expert staff in which we explain your finances in detail
  • Processing 1099s Year End (up to 10 at no charge)
  • A Year End Review with Your Accountant/CPA/Tax Preparer
  • Collaboration with your Accountant/CPA/Tax Preparer for requested reports
  • Collaboration with your Accountant/CPA/Tax Preparer on posting year end journal entries
  • Package add-ons are available at an additional cost
Book Consultation

Supervisor

If you are looking for a way to seamlessly integrate your systems into your accounting software, then this package is for you. Includes:
$50
  • All services in the Administrative Package
  • Processing/Import of outside Accounts Receivable
  • Process/Import Outside Merchant Deposits
  • Process/Import Outside Expenses Applications
  • Import Outside Payroll Services Data
  • Covers up to 5 Accounts
  • Covers Unlimited transactions per account
  • Up to 30 Employees
  • Bimonthly payroll
  • Accommodations for up to 200 Customers
  • Package add-ons are available at an additional cost
Book Consultation

Executive

If your business is growing and you find yourself in need of some more assistance, then this package is for you. Includes:
$50
  • All services in the Administrative Package & Supervisor Package
  • Bi-monthly Payroll for up to 30 Employees
  • Processing of Sales & Use Tax
  • Weekly Meeting with our expert staff to review your finances
  • Financial Reporting Analysis which includes budget, financial forecasting, and ratio distribution
  • Package add-ons are available at an additional cost
Book Consultation

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