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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
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
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 support
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
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 support
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
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 support
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
