OUR PLEDGE TO YOU
When we become a team, you can look forward to:
No Games!
We stay on top of your books
so each month you have a
clear picture of where you
stand and where you’re
headed. We make sure you
know what it all means.
Monthly & Quarterly Reporting
Whether you receive a
Monthly or Quarterly Report,
you will receive, at minimum,
a Profit & Loss and Balance
Sheet where we break down
the numbers that are most
important to you.
Tax Ready Books
You’ve got a lot on your plate,
building your business!
The tools and processes we
use ensure your books are
ready for your tax pro at
year end and all tied
up with a nice bow.
GOLD PACKAGE
$200K plus in Annual Revenue
Business Bank Accounts for Budgeting
Business Credit Card Account with Employee Spending Limits
- Payroll Assistance with QuickBooks Online Payroll or Integration of Third Party Payroll Company
- Trust Account Management, QBO Integration, and Reconciliation (If Applicable)
Monthly Management Reports
PLUS Everything in Silver
Additional information about items included in Our Packages:
- QuickBooks Online
- Monthly Bookkeeping
- Transactions without Limits
- 5 Client Bank/Credit Card Accounts
- Speedy Client Service Response Time
- Monthly/Quarterly Management Reports
- Annual Management Reports for CPA Tax Filing
- 1099 Filings through QuickBooks Online
- Business Bank Accounts for Budgeting (Gold/Platinum Packages ONLY)
- Business Credit Card Account with Employee Spending Limits (Gold/Platinum Packages ONLY)
- Payroll Assistance with QuickBooks Online Payroll or Integration of Third Party Payroll Company (Gold/Platinum Packages ONLY)
- Annual Meeting to Discuss the Completed Year and Plan a Budget for the Current Year (Platinum Packages ONLY)
- Sales Tax Processing Assistance using Third Party (Platinum Packages ONLY)
- Monthly 30-Minute Financial Review