Bronze
Monthly Bookkeeping
- 1 Checking Account
- 1 Savings Account
- 1 Credit Card Account
- PayPal, Ebay, and other non-traditional banks will be charged an extra $150/month
- Monthly Profit & Loss and Balance Sheet
- NO Sales Tax Compliance or Filing
- Email Support: 72-96 hr response
- No Regular Phone Support
- Annual Zoom Meeting
- Client enters deposits and pays bills
- Discounted Quickbooks Products
- Free Electronic Document Storage
Silver
Monthly Bookkeeping
- 1-2 Checking Accounts
- 1 Savings Account
- 1-2 Credit Card Accounts
- PayPal, Ebay, and other non-traditional banks will be charged an extra $150/month
- Monthly Profit & Loss and Balance Sheet
- Sales Tax Compiance, NO Filing
- Email Support: 48-72 hr response
- Phone support by appointment. 1 appointment per month.
- Two Zoom Meetings per Year (mid-year and year-end suggested).
- Client enters deposits and pays bills
- Discounted Quickbooks Products
- Free Electronic Document Storage
Gold
Bi-weekly Bookkeeping
- 1 Checking Accounts
- 1 Savings Account
- 1 Credit Card Accounts
- PayPal, Ebay, and other non-traditional banks will be charged an extra $150/month
- Monthly Management Repors generated from Quickbooks
- Sales Tax Compliance & Filing
- Priority email support: 24-48 hr response.
- Phone support by appointment. Biweekly appointments only.
- 1 Zoom meeting per month.
- AP & AR discounted to $150/month each.
- Discounted Quickbooks Products
- Free Electronic Document Storage
CFO
Weekly Bookkeeping
- 2 Checking Accounts
- 2 Savings Accounts
- 2 Credit Card Accounts
- Non traditional banks discounted to $50/month.
- Enhanced reporting
- Sales Tax Compliance & Filing
- Unlimited email support.
- Unlimited phone support.
- Weekly Zoom Meetings.
- AP & AR Included
- Discounted Quickbooks Products
- Free Electronic Document Storage
Add ons*
- Quarterly Sales Tax
- 1099 Vendor Tracking/W9
- 1099 Filing
- Corporate Compliance
- Accounts Receivable
- Accounts Payable
- Extra bank/cc accounts
- Weekly Bookkeeping
- Payroll
- *If these things aren’t included in your package but you’re not ready to jump up to the next package, you can add these on!
