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By answering a few simple questions,
you will know which package is right for you company

1. How many bank accounts does your company have?

1 Checking accounts 
1 Savings Account 
1 Credit Card 

2 Checking accounts 
2 Savings Account 
2 Credit Card 

3 Checking accounts 
3 Savings Account 
3 Credit Card 

5 Checking accounts 
5 Savings Account 
5 Credit Card 

2. How many transactions does your company do a month?

 Enter up to 50

 Enter up to 100

 Enter up to 150

 Enter up to 300

3. How many transactions does your company do a month?

1 employee

Up to 5 employees

Up to 10 employees

Up to 10 employees

BASIC MONTHLY PACKAGE

$175

Monthly Fee

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1 Employee


Enter up to 50 transactions 
Reconcile:
     1 Checking Account
     1 Saving Account
     1 Credit Card Account 
Provide monthly comparative 
Financial Statements 
Profit & Loss
Balance Sheet 
General Ledger
Quarterly zoom/phone meetings
Telephone and email support
Year End 
Journal Entries if needed 
Communication with CPA

STANDARD MONTHLY PACKAGE

$350

Monthly Fee

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Up to 5 Employees


Enter up to 100 transactions 
Reconcile:
     2 Checking Account
     2 Saving Account
     2 Credit Card Account 
Provide monthly comparative 
Financial Statements 
Profit & Loss
Balance Sheet 
General Ledger
Quarterly zoom/phone meetings
Telephone and email suppor
t

Calculate and file Sales and Use

Tax Quarterly 1 State
Year End 
Journal Entries if needed 
Communication with CPA

PREMIUM MONTHLY PACKAGE

$600

Monthly Fee

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Up to 10 Employees


Enter up to 150 transactions 
Reconcile:
     3 Checking Account
     3 Saving Account
     3 Credit Card Account 
Provide monthly comparative 
Financial Statements 
Profit & Loss
Balance Sheet 
General Ledger
Quarterly zoom/phone meetings
Telephone and email suppor
t

Calculate and file Sales and Use

Tax Quarterly 3 State
Year End 
Journal Entries if needed 
Communication with CPA

EXECUTIVE MONTHLY PACKAGE

$900

Monthly Fee

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Up to 10 Employees


Enter up to 300 transactions 
Reconcile:
     5 Checking Account
     5 Saving Account
     5 Credit Card Account 
Provide monthly comparative 
Financial Statements 
Profit & Loss
Balance Sheet 
General Ledger
Quarterly zoom/phone meetings
Telephone and email suppor
t

Calculate and file Sales and Use

Tax Quarterly 5 State
Year End 
Journal Entries if needed 
Communication with CPA

Add on to any monthly service based on Number of employees 

add on fee

$50

1 employee 
Bi-weekly Payroll for 1 employee
Payroll Tax remittance 
& Return Submission 
Quarterly State & Federal 
W2 processing at Year end 
New Hire Processing

add on fee

$75

Up to 5 employees 
Bi-weekly Payroll for 5 employees
Payroll Tax remittance 
& Return Submission 
Quarterly State & Federal 
W2 processing at Year end 
New Hire Processing 

add on fee

$150

Up to 10 employees
Bi-weekly Payroll for 10 employees
Payroll Tax remittance 
& Return Submission 
Quarterly State & Federal 
W2 processing at Year end 
New Hire Processing 

add on fee

$275

Up to 20 employees 
Bi-weekly Payroll for 20 employees
Payroll Tax remittance 
& Return Submission 
Quarterly State & Federal 
W2 processing at Year end 
New Hire Processing

Add On’s

Accounts Receivable Processing 

1. Create Invoices, Bill Customers, Create Monthly Statements, New Customer Setup

Up to 30 Bills $100

Up to 30-50 Bills $200

50-100 Bills $300

Accounts Payable Processing 

1. Enter invoices, pay bills, Reconcile statements, New Vendor Setup

Up to 30 Bills $100

Up to 30-50 Bills $200

50-100 Bills $300

Annual Budget

$175

Cleanup up work is a $100 fee 

Scope of discovery work needed Price range from $300 to $1500
Zoom meeting to go over the recommended scope of work 

QuickBooks Setup (onetime fee) $500

Setup these items for new client in QuickBooks Online
     Chart of accounts 
     Settings to Preferences for client
     Customized invoices 
     Memorized reports 
     Item list set up guidance 

Additional Add on items for Packages 

100 transactions per month                 $50
1 Checking, 1 Saving or 1 Credit card $25 each
Payroll per Employee                             $10 
QuickBooks Online Subscription         $70
QuickBooks Enhanced Payroll             $63+4 per employee

1099 Processing (Onetime fee)

For up to 5 forms 
For up to 10 forms 
For up to 25 forms 
For 25-50 forms 
After 50

$50
$100
$150
$200
$5 per form  

All will be e-filed 
All items required for 1099 processing 
Company legal business name
Company address
Company EIN 
Vendor name or business name
Vendor address
Vendor Social Security Number or EIN 
Amounts paid for services for each service paid
   (Example: rents paid, non-employee compensation)
Any taxes that were withheld for said Vendor
Copy of Vendor W9 form should cover all the above mentioned 
All items are to be mailed to our office no later than January 20th
Any items that are emailed after the January 20th deadline will have an addition $150 fee added 

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Contact us today to begin a 
valuable partmership

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