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BUSINESS SERVICES:
From complete outsourcing to cooperative interaction with your staff, all of our business services are customized to the needs of our clients.
Business and Financial Consulting – $95/hour or cost per project
- Expert advice to improve profitability and efficiency.
Required Setup for Bookkeeping – $500 one-time fee
- Custom setup of QuickBooks Online specifically for your business.
- Includes assistance converting existing Quickbooks products into Quickbooks Online.
- Set up includes 1st month’s subscription fee.
Full Service Accounting – Packages starting at $500 per month
Includes the following services:
Bookkeeping:
- QuickBooks Online monthly subscription required and included in per month cost.
- Input all transactions for up to 2 bank accounts and / or credit card accounts.
- Reconcile up to 2 bank accounts and /or credit card accounts.
- Make any adjusting entries needed.
- Provide Balance Sheet, Profit & Loss and any other reports needed.
- Add $75 for each additional bank or credit card account.
- Year-end close out included.
Accounts Payable:
- Maintain vendor records.
- Enter bills into QuickBooks.
- Prepare checks for you to print / or pay through your bank’s online bill pay.
- Prepare Form 1099 Misc at year end.
Accounts Receivable:
- Maintain customer records.
- Enter invoices to be emailed and /or mailed.
- Mail invoices.
- Process statements to be emailed and / or mailed.
- Mail statements.
- Process sales tax return.
- Add $.75 for each invoice or statement mailed.
Payroll Service - Ask us for details and pricing
- Customized payroll service includes direct deposit.
Year-end Bookkeeping – Starting at $4750
- Stand alone, once per year service.
- Enter all transactions for the entire year for up to 2 bank accounts and / or credit card accounts.
- Reconcile all bank and credit card accounts.
- Make all general journal entries.
- Provide reports needed for your tax preparer.
- $250 each additional bank or credit card account.
ESTATE SERVICES:
Our estate services use both privacy and perspective as we provide our clients with personalized emergency and estate planning and organizational services.
Estate Organization – from $1100 to $9750
- Our staff conducts and catalogs a full inventory of your entire estate.
- Inventory results are recorded in either digital or hard copy, bound document.
- With permission, results are shared with the client’s other estate professionals.
Estate Coordination – $475 as a stand-alone service
- Our staff coordinates with all your other estate professionals to ensure that they have the complete picture regarding your estate.
- This is included with our estate services.
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