Packages at a Glance

 

   

  • Ideal For
  • Single / Ongoing Engagement
  • Dedicated Bean Counter
  • Unlimited Calls / Emails with your Bean Counter
  • Advisory Firm Chart of Accounts
  • QuickBooks Online 50% Discount
  • QuickBooks Online Set-Up
  • QuickBooks Online Training & Navigation
  • Link Bank Account(s) to QuickBooks Online
  • Enter Transactions
  • Monthly Reconciliation
  • Tie-Out Loan Balances
  • Tie-Out Payroll
  • Hourly Clean Up ($47/hr) - if applicable

New Firm Setup & Training

$397

  • Ideal For New Firm
  • Single / Ongoing Engagement Single
  • Dedicated Bean Counter
  • Unlimited Calls / Emails with your Bean Counter
  • Advisory Firm Chart of Accounts
  • QuickBooks Online 50% Discount
  • QuickBooks Online Set-Up
  • QuickBooks Online Training & Navigation
  • Link Bank Account(s) to QuickBooks Online
  • Enter Transactions
  • Monthly Reconciliation
  • Tie-Out Loan Balances
  • Tie-Out Payroll
  • Hourly Clean Up ($47/hr) - if applicable Unique Circumstances

Full Service Bookkeeping

$97 / Month

  • Ideal For Both New & Established Firms
  • Single / Ongoing Engagement Ongoing
  • Dedicated Bean Counter
  • Unlimited Calls / Emails with your Bean Counter
  • Advisory Firm Chart of Accounts
  • QuickBooks Online 50% Discount
  • QuickBooks Online Set-Up
  • QuickBooks Online Training & Navigation
  • Link Bank Account(s) to QuickBooks Online
  • Enter Transactions
  • Monthly Reconciliation
  • Tie-Out Loan Balances
  • Tie-Out Payroll
  • Hourly Clean Up ($47/hr) - if applicable Unique Circumstances

Tax Season Clean-Up

$1,497

  • Ideal For Established Firm
  • Single / Ongoing Engagement Single
  • Dedicated Bean Counter
  • Unlimited Calls / Emails with your Bean Counter
  • Advisory Firm Chart of Accounts
  • QuickBooks Online 50% Discount
  • QuickBooks Online Set-Up
  • QuickBooks Online Training & Navigation
  • Link Bank Account(s) to QuickBooks Online
  • Enter Transactions
  • Monthly Reconciliation
  • Tie-Out Loan Balances
  • Tie-Out Payroll
  • Hourly Clean Up ($47/hr) - if applicable
  1. Revenue Based Pricing. This price is for firms with less than $100,000 Gross Revenue. Firms with over $100,000 Gross Revenue, please contact us for a quote.
  2. We will not enter for you, but we will train you on how to do it.
  3. Example: A young firm with past month(s) transactions who want us to clean up the file, but they intend to do their own bookkeeping going forward.
  4. Example: A current QuickBooks Online user that needs prior month(s) cleanup before we can begin Full Service Bookkeeping.

Description of Services

Services Designed for New Firms

New Firm Setup & Training / New Client On-Boarding

Price: $397

You've done the unthinkable! You've left your former company and started your own firm. Congratulations are in order, friend. We've been there and understand what an exciting time this is for you. We LOVE working with start-up practices. Getting your books set up properly from the get-go is crucial, so we've created this service for those forward thinking, responsible, risk taking business owners (like ourselves).

What You Get:

The New Firm Setup & Training service will get you set up with a QuickBooks online account and a proper chart of accounts that is customized to your financial advisory practice. Then we'll get all of your financial accounts (Bank, Credit Card, Loans) into Quickbooks Online and train you how to navigate QuickBooks yourself (while you have time to do it). We'll also cover issues like "What falls under Automobile Expense" and "What should I classify as Meals & Entertainment vs Advertising & Promotion?"

Full Service Bookkeeping

Price: Starting at $97/mo

Designed for firms who have completed our New Client Onboarding and want us to take over bookkeeping duties. Pricing is for firms with less than $100,000 in Annual Gross Revenue. Firms with greater than $100,000 in Annual Gross Revenue contact us for a customized quote.

What You Get:

The Full Service Bookkeeping service provides business owners accurate month-end reconciled financials for management use and decisions. We will provide you with our financial advisory firm chart of accounts and will offer ongoing training with you on navigating efficiently through QuickBooks Online. We will provide you with customized financial reports for your review and will train you on creating and saving ad-hoc reports. Includes unlimited questions/calls with your assigned Bean Counter.

Services Designed for Established Firms

Tax Season Clean-Up

Price: Starting at $1,497

Designed for an established firm whose QuickBooks Online needs some serious work. This service is for the business owner who realizes this tax season that they haven't touched their QuickBooks file since LAST tax season.

What You Get:

The Tax Season Clean-Up service is designed to get your firm's books up to date, and reconciled for year-end. We will enter all bank transactions, clean-up any errors , reconcile and tie-out your bank accounts, loan accounts, and payroll (if applicable). Your books will be so tidy, your tax preparer may just kiss you.

Full Service Bookkeeping

Price: Starting at $97/mo

Do you own an established firm and find yourself spending too much time doing your books? Is your time better spent working with existing clients or business development? Maybe the CPA firm that does your taxes also does your bookkeeping because it is convenient for you. Maybe you are paying a heavy premium to that CPA firm for bookkeeping? Pricing is for firms with less than $100,000 in Annual Gross Revenue. Firms with greater than $100,000 in Annual Gross Revenue contact us for a customized quote.

What You Get:

We'll get you converted to QuickBooks Online, train you to navigate the software, and provide monthly bookkeeping. We will provide you with our financial advisory firm chart of accounts as well as customized management use financial reports for your review. We will train you on creating and saving ad hoc reports as well. Includes unlimited questions/calls with your assigned Bean Counter.

Add-On Services

Tax Preparation and Consulting

We offer an all inclusive tax prep and consulting package for our Full Service Bookkeeping clients. We will prepare your business and personal tax returns which also includes tax projections during the year and unlimited calls with us to discuss taxes and tax strategy. This package is quoted based on the complexity of each client, but is billed as a flat monthly fee...so there won't be a big invoice at tax time. Please contact us for a quote.

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