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SMALL BUSINESS BOOKKEEPING PACKAGES
We provide small businesses and small non-profits quality bookkeeping services at affordable small business
prices.
All packages
can be customized to meet your accounting and tax needs.
If you do not see a service you need, please contact us.
Monthly and
quarterly rates available on select packages.
Fixed fee
available on the Basic Package.
Please note: Tax Advice
and Tax Research are not included in any of the packages.
Additional charges may apply for various services. The following
are sample bookkeeping packages. The actual bookkeeping package will be
detailed in an Engagement Letter.
Premium Package
- Includes
Standard Package
- Annual Budget
Preparation
- Mid Year and Year End Tax Projection
- Financial
Statement Review with Owner (Quarterly)
- QuickBooks®
Telephone Support (Up to 4 hours per month)
- Accounting
Telephone Support (Up to 4 hours per month)
- Small Business
Consulting Support (Up to 2 hours per month) (Additional charges may
apply)
- Preparation of
individual tax return (Form 1040) for Owner (Additional
charge)
- Preparation of
Financial Statements for a Third Party (Compilation) (Additional
Charge)
Please call for an estimate for the Premium Package.
Standard Package
- Process
Accounts Receivable
- Process
Accounts Payable
- Prepare Monthly
Bank Reconciliations
- Prepare Monthly
Credit Card Reconciliations
- Monthly General
Ledger Maintenance
- Prepare Monthly
Trial Balance Report
- Prepare Annual
Business Tangible Property Tax Return
- Prepare Annual
1099 Forms (Up to 5 Independent
Contractors)
- Assistance with
preparation of Annual Business License form
- QuickBooks®
Telephone Support (Up to 2 hours per month)
- Accounting
Telephone Support (Up to 2 hours per month)
Please call for an estimate. (Monthly and quarterly rates are available
for the Standard Package.)
Basic Package
- Setup
QuickBooks®
Accounting Software
- Setup
Accounting Filing System
- QuickBooks®
On-site Training (Up to 4 hours)
- Accounting
System On-Site Training (Up to 4 hours)
- Small Business
Start-Up Consultation (1 hour)
- Prepare Annual
Business Tax Return (Schedule C, Form 1065, Form 1120S, or
Form 1120)
(Additional charge)
Please
call for an estimate. (Fixed fee available for the Basic Package.)
Non-Profits (Additional Services)
- Assistance with
Annual Audit preparation
- Liaison to
Board of Directors or Finance Committee
- Accounting for
and assistance with Annual Meeting and workshops
- Preparation of
Form 990
- QuickBooks®
for Non-Profits
- Grant tracking
- Program
tracking
- Fund tracking
including unrestricted, temporarily restricted and permanently
restricted funds
Please call for an estimate.
QuickBooks and Quicken are registered
trademarks and/or registered service marks of Intuit Inc.
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