Tailored to your business needs. All packages and bundles are based on business needs and sizes.
Seasonal snapshot of financials while applying analysis of Profit and Loss variables.
a. Receipt Organization
b. Up to 40 transactions
i. 2 bank/credit card reconciliations
ii. Revenue vs. Expenses
1. Cost of Goods Sold vs. Operations Expense comparison.
Seasonal snapshot of financials while applying analysis of Profit and Loss variables.
a. Receipt Organization
b. General Ledger
i. Generalization Categories
ii. Revenue vs. Expenses
1. Cost of Goods Sold vs. Operations Expense comparison.
Continuation of Beginning Bundle.
a. monthly/quarterly maintenance after QuickBooks onboarding, and reconciliations.
b. Up to 40 transactions, 2 bank/credit card reconciliations.
Continuation of BOSS Bundle.
a. monthly/quarterly maintenance after QuickBooks onboarding, and reconciliations.
b. up to 6 Credit Card Statements, up to 100 transactions monthly, A/P and A/R management, monthly financial statements
Continuation of BOSS Bundle.
a. monthly/quarterly maintenance after QuickBooks onboarding, and reconciliations.
b. 100+, High volume, multiple entities, inventory tracking, and deep financial analysis.
A standalone service that takes your everyday financials to onboard into QuickBooks or an accounting service of your choice.
ii. Includes corrections, app training, review to tailor your financials to your needs, and streamline operations.
A standalone service:
i. Paperwork Organization - file organization, alphabetize files, color coding expenses and operational files.
ii. Workforce File Audit
iii. Document clean out and make ready for storage
Includes Income Tax review per audit standards via IRS, clean Office space for daily operations.
On a weekly, seasonal, or annual method.
Includes direct deposit, tax impounds, and quarterly/annual filings (941, 940, TWC).
3-party fees not included
Includes direct deposit, tax impounds, and quarterly/annual filings (941, 940, TWC).
3-rd party fees not included
All packages and bundles based on business size.

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