Must book a consultation before purchasing, unless told otherwise.
QuickBooks Self-Employed
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Importing & categorizing transactions
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receipt categorizing
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monthly financial reports
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quarterly tax payments (or email notifications to pay)mileage tracking if needed
Basic Bookkeeping
Includes online QB subscription
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reconciliation of bank/CC accounts
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monthly 30/60-minute consultations
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Monthly reports.
Bronze Package
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Accounting system set up and basic training (includes software subscription)
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Receipt Importing & Categorizing Transactions
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Preparing and posting journal entries
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Monthly reconciliations
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Quarterly report generating
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Quarterly tax filing
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Generating Year End Reports, Software Management
Sliver Package
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Accounting system set up and basic training to submit documents electronically and view reports, (includes software subscription),
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Preparing and posting journal entries
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Monthly reconciliations
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Monthly and Quarterly report generating
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Receipt Importing and Categorizing Transactions
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Payroll set up and training to process payroll onboard/offboard employees, and prepare 1099s
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Generating Year End Financial Statements
Gold Package
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Accounting system set up and basic training to submit documents electronically and view reports, (includes software subscription)
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Accounts Payable
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Preparing and posting journal entries
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Monthly reconciliations
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Monthly and Quarterly report generating, includes commentary on performance
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Receipt Importing and Categorizing Transactions
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Payroll set up, onboard/offboard employees, and prepare 1099s
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Generating Year End financial statement.
Add-on Services
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Basic/Full Service Payroll
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Accounts Payable
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Budgeting
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Sales Tax filing (quarterly)