| Quickbooks Online Setup |
|
|
|
| Hubdoc Subscription Included for Easy Filing
System |
|
|
|
| Stay in Compliance with Tax Law & Generally Accepted Accounting Principles |
|
|
|
| Receipt Management Subscription |
|
|
Client Tracks own Receipts |
Monthly Account Reconciliation (# of accounts)
$50/additional account |
5 |
3 |
2 |
Transactions Recorded and Reviews from Bank
Feeds (# of transactions)
$40/100 additional transactions |
300 |
175 |
100 |
Financial Statements (# of statements)
$20/additional statement/month |
5 |
3 |
3 |
| Email Support |
|
|
|
| Phone Support - Appointment Only |
|
|
|
| Financial Review by Video Call |
Monthly |
Quarterly |
Quarterly |
| Review and Clean-Up of Books, or "Closing" |
Monthly |
Monthly |
Quarterly |
AR/AP Reporting
$25/additional report |
Quarterly |
Quarterly |
Annually |
| Prepare Reports for Tax Preparation |
|
|
|
| Annual W-2 and 1099 Preparation |
|
|
|
| Collaboration with CPA/Attorney of Your Choice |
|
|
|
| Sales & Use Tax Filing |
|
|
|
| App Recommendations as Needed |
|
|
|
| Online Bill Pay |
|
|
|
| Fixed Asset Tracking |
|
|
|
| Inventory Tracking |
|
|
|
| Budgeting |
|
|
|
| Cashflow Forecasting |
|
|
|
|
|
ADD-ONs (can be added to your package on demand) |
| Payroll - Up to 100 employees |
$120/month |
$75/month |
$50/month |
Max # of Employees Allowed per Package
(50-100 employees is additional $75/month) |
50 |
30 |
20 |
Benefits
Complimentary add-on as needed up to # employees |
50 |
30 |
|
Special Projects
Research; Form Creation; etc. |
$30/hour |
$30/hour |
$30/hour |
| Staff Development Advisory |
$40/hour |
|
|
