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Essential Package includes:

  • Email and phone support: Includes unlimited email and phone support.  Contact us with your tough questions.
  • QuickBooks Online (QBO) subscription: You will have access to the most up to date software available.
  • Record monthly transactions: Transactions are downloaded to QBO directly from your bank or credit card so you can be assured that every transaction is captured.
  • Reconcile Bank Statements: Reconcile monthly with your bank account.
  • Reconcile Credit Card Statements: Reconcile monthly with your credit card account.

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Advanced Package includes:

  • Email and phone support: Includes unlimited email and phone support.  Contact us with your tough questions.
  • QuickBooks Online (QBO) subscription: You will have access to the most up to date software available.
  • Record monthly transactions: Transactions are downloaded to QBO directly from your bank or credit card so you can be assured that every transaction is captured.
  • Reconcile Bank Statements: Reconcile monthly with your bank account.
  • Reconcile Credit Card Statements: Reconcile monthly with your credit card account.
  • Payroll processing and reporting:
    • Process each pay period
    • Direct deposit paychecks
    • Email paystubs to employees
    • Submit payroll tax deposits
    • Prepare quarterly payroll reports for Federal and State
    • Prepare W-2s and Forms 1099.
  • Sales tax reporting: Submit payroll tax deposits, prepare and file sales tax reports.

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Premier Package includes:

  • Email and phone support: Includes unlimited email and phone support.  Contact us with your tough questions.
  • QuickBooks Online (QBO) subscription: You will have access to the most up to date software available.
  • Record monthly transactions: Transactions are downloaded to QBO directly from your bank or credit card so you can be assured that every transaction is captured.
  • Reconcile Bank Statements:  Reconcile monthly with your bank account.
  • Reconcile Credit Card Statements: Reconcile monthly with your credit card account.
  • Payroll processing and reporting:
    • Process each pay period
    • Direct deposit paychecks
    • Email paystubs to employees
    • Submit payroll tax deposits
    • Prepare quarterly payroll reports for Federal and State
    • Prepare W-2s and Forms 1099.
  • Sales tax reporting: Submit payroll tax deposits, prepare and file sales tax reports.
  • Income Tax Return for Federal and State: Prepare tax returns based on up to date financial statements and e-file.

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