Pricing

Sole Proprietor and Single Member LLC Monthly Bookkeeping Package
$650/per month $1,500/per quarter

~ Monthly Bank Account Reconciliation for up to 3 bank accounts
~ Reconciliation of 2 business credit card accounts.
~ Bill Pay for all business bills
~ Process vendor invoices up to 100 per month.
~ Prepare customer invoices up to 100 a month.
~ Preparation of monthly Financial Reports, balance sheet, P & L Statement.

_{Monthly Services Increase if there are more accounts and if transactions are over 500 a month}

Corporate Bookkeeping Package
$1,000/per month $2,500/per quarter

~ Monthly Bank Account Reconciliation for up to 3 bank accounts
~ Reconciliation of 2 business credit card accounts.
~ Bill Pay for all business bills
~ Process vendor invoices up to 100 per month.
~ Prepare customer invoices up to 100 a month.
~ Preparation of monthly Financial Reports, balance sheet, P & L Statement.

_{Monthly Services Increase if there are more accounts and if transactions are over 500 a month}

Monthly Add on Services

Basic Payroll Processing

~ 1 to 10 employees        $300 per month
~ 11 to 20 employees      $350 per month
~ 21 to 25 employees      $400 per month
~ 26 to 40 employees     $500 per month

Manage Employee Benefits

~ 401K or other retirement plans  $150 per month
~ Medical Plans  $150 per month

Quarterly Services

~ File Sales & Use Tax Returns and make adjusting journal entries in books    $350 per Quarter
~ Payroll Quarterly Tax Audits      $450 per Quarter

Yearly Services

~ 1099 Filing    $400 per Year
~ Preparation of W-2’s  $300 Per Year
~ Workers Comp Audits $400 per Year

Initial QuickBooks Setup:  $650

~ Setup custom chart of accounts
~ Preferences
~ Customize Invoices with Customer logo
~ Setup Vendors
~ Setup Clients and Employees

Clean-up, Historical Bookkeeping & QuickBooks client training services are done on an hourly basis of $90 per hour or a flat negotiated rate – contact us for pricing

In person bookkeeping services are billed at an hourly rate of $150 per hour

A clean general ledger is the foundation of your business. We will maintain your books and keep them updated monthly and offer support to help you have financial clarity. I view myself as a partner in your business’s success. I’m your dedicated finance expert here for guidance on all of these additional tasks – and this is all included in your plan.

~ We coordinate with your tax preparers
~ We can help you select vendors for Insurance and Employee Benefits
~ We help set up software integrations related to bookkeeping
~ We identify opportunities to streamline your company’s bookkeeping processes and tools
~ Employee Onboarding & Saving Employee Documents to QuickBooks
~ Promptly return phone calls, emails and texts
~ Tax Questions
~ Year end cleanup and closing of your books

^{All Clients will sign a contract yearly and we will evaluate and adjust your fees depending on your business growth.  If you grow, we grow.}

^{An ACH form will also be signed with your bookkeeping contract, or hourly work and all work is paid for before srart of contract or project.}

As a bookkeeper I will keep the accounts up to date regularly and accurately. I’m proactive with my clients, your books will be monitored weekly, not a month behind. Rather than just providing basic monthly reports I will provide and analyze your Financial Reports which will include, Profit and Loss, Debtors, Creditors, Reconciliation Report and Balance Sheet so you can see exactly where you are spending money and what you are worth. My goal is to give you back your time to spend on growing and selling your services/products while I keep track of your finances and report to you regularly, so you can plan for future growth and achieve your business goals. As a tax preparer and not just a bookkeeper I also have the knowledge to give sound tax planning advice and keep you in the loop on updated tax law changes to optimize your potential for write offs and tax credits even if we hand your books over to another tax person to complete your yearly taxes.

Tax Preparation Services

~ Individual Tax Return with no business or rental activity  $600
~ With business or rental, such as sole proprietor or single-member LLC  $1200
~ Corporation, Partnership, Multi-member LLC, Tax-Exempt  $2000
~ City Tax Filing $200/per city

QUALIFICATIONS

~ Registered Tax Preparer
~ QuickBooks Advanced Pro Advisor & QuickBooks Payroll Certification
~ Problem Solver
~ Computer competent
~ Recent jobs include, Accounting & HR Manager for Residential Construction Firm, there I handled all aspects of Accounting and Human Resources
~ Current clients: Salons, Publishing, Construction, Non-Profits, Music Industry Performers, Bars, Retail, Real-estate, Service Providers, Therapists
~ Twenty-Eight years of working in Accounting and Human Resources
~ Worked in a variety of industries
~ Detailed Job Costing
~ Excel Expert
~ Payroll Expert with a variety of services
~ Twenty-Eight-years of Experience