More Cost-Effective than
a Full-Time Employee

Outsource all of your bookkeeping and payroll needs for much less than it costs to employ a full-time, in-office bookkeeper.

Services Synopsis

Bookkeeping

Payroll

Tax Season
Readiness

Packages

Silver

Record and categorize all transactions – up to 100 per month*
Acquire all necessary backup for proper recording
Verify Chart of Accounts is set up correctly
Verify assets are recorded in proper format
Monthly reconciliation
Monthly/Quarterly/Annual Financial Reports
Coordination with CPA/Tax Accountant
Weekly 30-minute phone call
Mon-Fri 8-4 CT email support
Access to calendar appointments

Gold

Record and categorize all transactions – up to 150 per month*
Accounts Payable
Accounts Receivable
Acquire all necessary backup for proper recording
Verify Chart of Accounts is set up correctly
Verify assets are recorded in proper format
Monthly reconciliation
Monthly/Quarterly/Annual Financial Reports
Coordination with CPA/Tax Accountant
Weekly 30-minute phone call
Mon-Fri 8-4 CT email support
Access to calendar appointments

Platinum

Record and categorize all transactions – up to 250 per month*
Accounts Payable
Accounts Receivable
Budgets / Forecasting
1099 Tracking / Reports
Acquire all necessary backup for proper recording
Verify Chart of Accounts is set up correctly
Verify assets are recorded in proper format
Monthly reconciliation
Monthly/Quarterly/Annual Financial Reports
Coordination with CPA/Tax Accountant
Weekly 30-minute phone call
Mon-Fri 8-4 CT email support
Access to calendar appointments

Payroll

* $5 per employee/per month over 5.

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