Here's How It Works
1
We Get You Set Up
We’ll identify your business structure, properties, ownership, and bank accounts, and get your basic bookkeeping structure in place.
2
We Do Your Bookkeeping
Each month your dedicated bookkeeper will log your expenses, track profits and losses, and deliver you monthly reports.
3
We Deliver Your Financials
Each month we deliver your reports so you can track the health of your business.
Convert My Business To
Are you in over your Head? Need assistance getting your accounting system streamlined and converted to QuickBooks Online. We have the Answer for you. Relax and let us do the work.
Just Starting Out
One Time Charge-
Initial Consultation
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Identify Business Structure
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Identify Classes And Ownership
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Identify Bank Accounts And Credit Cards
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QuickBooks Online Set Up
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Open New Subscription
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Load Your Chart Of Accounts
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Set Up Classes
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Interface Bank Accounts
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Interface Credit Cards
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Set up reminders for tasksand add training video's to show you how to do them
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Create Monthly Statement Reminders For Each Account/Loan
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Follow Up Consultation
Existing Accounting System
One Time Charge-
Initial Consultation
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Identify Business Structure
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Identify Classes And Ownership
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Identify Bank Accounts And Credit Cards
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QuickBooks Online Set Up
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Open New Subscription
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Convert To Quickbooks Online
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Modify Your Chart Of Accounts
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Set Up Classes
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Reconcile Prior Tax Return To System
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Interface Bank Accounts
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Interface Credit Cards
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Set up reminders for tasksand add training video's to show you how to do them
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Create Monthly Statement Reminders For Each Account/Loan
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Follow Up Consultation
Now Pick Your Package
Level 1
Up to $20,000 in Expenses Per Month-
Dedicated Accountant
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1 - 3 Bank and/or Credit Card Accounts
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Bank Reconciliations
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Credit Card Reconciliations
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Loan Reconciliations
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Record Sales from POS or Sales Documents
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Month End Closing Entries for Deprecaition, Prepaids, etc.
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Monthly Financial Reports including Balance Sheet and Income Statements
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Modified Accrual based Accounting
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Includes up to 3 Hours of time included additional time may need to be purchased using MyTime
Level 2
Up to $60,000 in Expenses Per Month-
Dedicated Accountant
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4 - 7 Bank and/or Credit Card Accounts
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Bank Reconciliations
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Credit Card Reconciliations
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Loan Reconciliations
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Record Sales from POS or Sales Documents
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Month End Closing Entries for Deprecaition, Prepaids, etc.
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Monthly Financial Reports including Balance Sheet and Income Statements
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Modified Accrual based Accounting
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Includes up to 5 Hours of time included additional time may need to be purchased using MyTime
Level 3
Up to $120,000 in Expenses Per Month-
Dedicated Accountant
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7 - 10 Bank and/or Credit Card Accounts
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Bank Reconciliations
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Credit Card Reconciliations
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Loan Reconciliations
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Record Sales from POS or Sales Documents
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Month End Closing Entries for Deprecaition, Prepaids, etc.
-
Record Sales from POS or Sales Documents
-
Monthly Financial Reports including Balance Sheet and Income Statements
-
Modified Accrual based Accounting
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Monthly Financial Review Meeting (1 Hour)
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Includes up to 7 Hours of time included additional time may need to be purchased using MyTime
Need More Done?
There are always things that come up in business that require attention and expertise. That is why we offer MYTIME. MYTIME allows you to purchase blocks of time to have items taken care of that you just don’t have time for or don’t want to deal with. Things like:
Need your Sales Taxes Computed and Filed?
Need a Personal Financial Statement for your Banker?
Received a Notice from your Insurance company to submit your annual workers compensation audit?
Need to shop your Employee Benefits?
Received a census request from the State of Federal Government?