BOOKKEEPING
We offer bookkeeping services as bundled packages, available monthly (continual updates) or quarterly (updated once a quarter). For those who want bookkeeping services only once a year to prepare for taxes, we have an Bookkeeping Review option. If you would like to process bookkeeping yourself but need some direction, we offer a one time Bookkeeping Process Consultation.
The following are the general package options.
ESSENTIALS
Payroll (if needed) +
Transaction Processing
Bank Reconciliations
Suggested Estimated Tax Payments
Annual Review and Tax Reporting
ANNUAL REVIEW
Transaction Processing & Bank (if needed) Reconciliations (if needed)
Review Financial Statements
Bookkeeping cleanup
Reconcile Balance Sheet Accounts
Calculate Asset Depreciation (if needed)
Financial Reporting for Taxes
BOOKKEPING
CONSULTATION
Up to 1 hr consultation meeting reviewing:
Business structure overview
Payroll and owner distributions
Tax deductions
Business in home calculation
Tax reporting and payment requirements
Overview QuickBooks setup and processing
Minimum monthly bookkeeping fees for Essentials package with no employees is $150 or $400 quarterly. Minimum fees for an annual review are $600 (client completes all transaction processing and bank reconciliations) or $1,200 (with transaction processing and bank reconciliations). Recurring fees are calculated based on transaction counts and number of employees. Each option has a one time setup fee of $250.
For those who want more robust bookkeeping we have an Executive Package which includes account analysis, budgeting, review of statements, custom financial statement reporting, and consolidated statements (if needed).
Costs of services requested outside a package for clients with ongoing bookkeeping services will be billed at $100 per hour, one hour minimum per request.
Packages do not include:
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Audit or verification of data submitted
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Preparation or assistance during an audit
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Accounting services related to acquisitions
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Legal services of any type
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Discovery of errors, misrepresentations, fraud, illegal acts, or theft
Minimum fee for a Bookkeeping Process Consultation is $500.
PAYROLL
Paycheck processing (if needed)
Payroll Tax Reporting