Pricing
Bookkeeping Price Packages
Transparent and Straightforward, NO Bull 💩 - Flat Fee
Bookkeeping Price Packages
Transparent and Straightforward, NO Bull 💩 - Flat Fee
Balance Book
Pro
Balance Book
Pro
Monthly Bookkeeping
Monthly Bookkeeping
Categorize Transactions &
Manage Chart of AccountsReconcile ALL Accounts
Sales Tax & Quarterly Filings
Customized Monthly Reporting
Profit and Loss
Balance Sheet
Cashflow
Company Size and Volume-Based
Pricing Fee
(Fixed Rate)
Company Size and Volume-Based
Pricing Fee
(Fixed Rate)
Med. to Large: $2,000 - $2,800
Small: $150 - $1,500
Profit Track
Plus
Profit Track
Plus
Monthly Bookkeeping
Monthly Bookkeeping
Categorize Transactions &
Manage Chart of AccountsReconcile ALL Accounts
Sales Tax & Quarterly Filings
Customized Monthly Reporting
Profit and Loss
Balance Sheet
Cashflow
Inventory Valuation Summary
Job Cost Summary Report
Accounts Receivable
Accounts Receivable
Generate & Send Invoices
Track & Manage Overdue Invoices
Accounts Payable
Accounts Payable
Receive & Process Invoices
Manage & Pay Bills
Manage Vendor Payments
Expense & Reimbursement Management
Inventory
Inventory
Manage ALL inventory-related transactions
Manage Valuation Methods (FIFO/LIFO)
Cost of Goods Sold (COGS) Calculation
Reconcile Inventory
Job Costing
Job Costing
Estimate Cost of Job or Project
Track & Monitor Overhead & Labor Costs
Analyze: Job Profitability &
Project Performance
Company Size and Volume-Based
Pricing Fee
(Fixed Rate)
Company Size and Volume-Based
Pricing Fee
(Fixed Rate)
Med. to Large: $3,500 - $5,000
Small: $800 - $3,000
Cashflow Master
Elite
Cashflow Master
Elite
Monthly Bookkeeping
Monthly Bookkeeping
Categorize Transactions &
Manage Chart of AccountsReconcile ALL Accounts
Sales Tax & Quarterly Filings
Customized Monthly Reporting
Profit and Loss
Balance Sheet
Cashflow
Inventory Valuation Summary
Job Cost Summary Report
Accounts Receivable
Accounts Receivable
Generate & Send Invoices
Track & Manage Overdue Invoices
Accounts Payable
Accounts Payable
Receive & Process Invoices
Manage & Pay Bills
Manage Vendor Payments
Expense & Reimbursement Management
Inventory
Inventory
Manage ALL inventory-related transactions
Manage Valuation Methods (FIFO/LIFO)
Cost of Goods Sold (COGS) Calculation
Reconcile Inventory
Job Costing
Job Costing
Estimate Cost of Job or Project
Track & Monitor Overhead & Labor Costs
Analyze: Job Profitability &
Project Performance
Integration to QBO
Integration to QBO
Sync Systems to QBO, such as:
POS systems
Payroll
Inventory
Choose/Set-up
Bookkeeping Software
Choose/Set-up
Bookkeeping Software
Set-up QBO account
Choose the Right Bookkeeping Software for Your Industry
QBO Feature and Workflow Training
QBO Feature and Workflow Training
QBO Feature Training and Workflow Guidance for Owners and Employees
Company Size and Volume-Based
Pricing Fee
(Fixed Rate)
Company Size and Volume-Based
Pricing Fee
(Fixed Rate)
Med. to Large: $5,500 - $8,500
Small: $1,500 - $5,000
Additional Services
Additional Services
Payroll Services
Payroll Services
Full-Service
Full-Service
Payroll Service Provider
(QuickBooks Online)
Payroll Service Provider
(QuickBooks Online)
Recordkeeping
Payroll Records
and
Employee Data
Payroll Processing
Calculate Wages
Salaries
Bonuses
Overtime
Deductions
Employee Benefits
Retirement Plans
Health Insurance
and
FSA
Payroll Reports
Generate Monthly Reports
Prepare and Distribute W-2 and 1099 forms
W-2 Forms For Employees
and
1099 Forms For Independent Contractors
Tax Withholdings
Withhold Federal
State
and
Local Taxes
Tax Filing
Prepare & File Payroll Tax Returns
Time and Attendance Tracking
QuickBooks Time
Process and Ensure Timely Payments
Direct Deposit
Print & Mail Checks
Payroll Schedules
Up To (2) Schedules
Payroll Processing Frequency
Weekly
Bi-Weekly
Monthly
Number of Employee and
Frequency -Based
Pricing Fee
(Fixed Rate)
Number of Employee and
Frequency -Based
Pricing Fee
(Fixed Rate)
Employees: Price:
301 to 1,000: $7,000 - $50,000
Less than 300: $280 - $6,500
Payroll Services
Payroll Services
Outsourced (Third-party)
Outsourced (Third-party)
Payroll Service Providers
(ADP, Paychex, and Gusto)
Payroll Service Providers
(ADP, Paychex, and Gusto)
Initial Set-Up
Provide Guidance In Assessing
and
Choosing A Payroll Service Provider
Manage employee records
Including New Hires
Terminations
and
Salary Changes
Time and Attendance Tracking
Verify Wage
and
Salary Calculations
Payroll Reports
Generate Monthly Reports
Efficient and Timely Payroll Processing
Timely submission of:
Time
Wage & Salary Calculations
Deductions
and
Benefits
to the Payroll Provider for processing.
Number of Employee and Frequency -Based
Pricing Fee
(Fixed Rate)
Number of Employee and Frequency -Based
Pricing Fee
(Fixed Rate)
Employees: Price:
300 to 1,000: $15,000 - $50,000
Less than 200: $500 - $14,500
Catch-up or Clean-up
Services
Catch-up or Clean-up
Services
Catch-Up Services
Catch-Up Services
Data Entry
Categorize and Reclassify Transactions
Manage Chart of Accounts
and
Sync Bank/Credit Card Accounts
with QuickBooks Online
Reconciliation
Reconcile ALL Accounts
Correct Any Discrepancies
and
Ensure ALL Accounts are Balanced
Streamline Bookkeeping
Fix Any Errors or Mistakes
Set Up Automatic Systems
and
Assign Rules and Class Tracking
to make it easier to track profits, expenses, and make sure all the financial records are current
Number of Months and Transaction Volume-Based
Pricing Fee
(Fixed Rate)
Number of Months and Transaction Volume-Based
Pricing Fee
(Fixed Rate)
6 months to 1 year: $700 - $3,000
Less than 6 months: $300 - $650
____________________________________________________
Clean-Up Services
Clean-Up Services
Review financial records
Address Outstanding and Negative Balances on Financial Statements
and
Examine Receipts, Invoices, and Bank statements
Resolve Inaccurate and Misclassified Transactions
Correct Transactions That Were Misclassified
Remove Duplicate Entries
Fix Incorrect Postings
and
Manage Chart of Accounts
Streamline Bookkeeping
Correct Errors
Implement Workflows, Rules, and Class Tracking
To Effectively Monitor Profits and Expenses
Enhance Bookkeeping Efficiency
and
Minimize Common Mistakes
Prepare Financial Statements
Upon completing the reconciliation and cleanup of all accounts,
I will generate the following financial statements:
Profit and Loss
Balance Sheet
and
Cash Flow Statement
for a comprehensive review of the company's current financial performance
with the owner, partner, or manager.
Number of Months and Transaction Volume-Based
Pricing Fee
(Fixed Rate)
Number of Months and Transaction Volume-Based
Pricing Fee
(Fixed Rate)
3 years: $11,000
2 years: $8,000
6 months to 1 year: $2,000 - $4,000
Less than 6 months: $500 - $1,500
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