
Business Financials
Packages

Natasha Jones
Financial Manager
Basic Accounting Package
$285
per month
-
Creation of 12 month Budget
-
Quick-books Online Accounting Software Provided
-
Reconciliation of 1 bank account on a monthly basis
-
Reconciliation of 1 credit card account on a monthly basis
-
Preparation of monthly financial reports (Income Statement Balance Sheet
-
Telephone & Email Access to Accountant
-
1 monthly (in person) strategy session with Accountant
Deluxe accounting package
$600
per month
-
Creation of 12-month Budget
-
Quick-books Online accounting software provided
-
Reconciliation of bank accounts on a monthly basis
-
Reconciliation of credit card/ merchant accounts on a monthly basis
-
Preparation of monthly financial reports (Income Statement and Balance Sheet)
-
Sales tax filing
-
Enhanced-Service payroll package included for up to 3 employees
-
Filing of all quarterly and annual payroll tax returns
-
Telephone & Email Access to Accountant
-
1 Month (in person) strategy session with accountant
advanced accounting package
$750
per month
-
Creation of 12-month Budget
-
Quick-books Online accounting software provided
-
Reconciliation of banks accounts on a monthly basis
-
Reconciliation of credit card/merchant accounts on a monthly basis
-
Preparation of monthly financial reports (Income Statement and Balance Sheet)
-
Enhanced-Service payroll package included for up to 3 employees
-
Filing of all quarterly and annual payroll tax returns
-
Telephone & Email Access to Accountant
-
2 Month (in person) strategy session with accountant
-
Business Tax Preparation
-
5 months of service
-
Business Formation
-
Name Reservation
-
Articles of Organization
-
Tax Identification Number (EIN)
-
Creation of Operation Agreement
-
New Booking System
-
Quick-books Online Set-up
-
Chart of Accounts creation, customization, and account set up
-
Catch up Bookkeeping System
-
Data entry to capture all transactions
-
Reconcile the accounts to ensure accuracy
-
Prepare Current Financial Statements
-
Tax Return Preparation
-
Current year return
-
4 months of service
-
New Booking System
-
Quick books Online Set-up
-
Chart of Accounts creation, customization, and account setup
-
Catch up on Bookkeeping
-
Data entry to capture all transactions
-
Reconcile the accounts to ensure accuracy
-
Prepare Current Financial Statements
-
Tax Return Preparation
-
Current year return
-
3 months of service
-
Catch up Bookkeeping
-
Data entry to capture all transactions
-
Reconcile the accounts to ensure accuracy
-
Prepare Current Financial Statements
-
Tax Return Preparation
-
Current year return