(918) 990-9414
Services
We work with you to understand your company's unique needs. Then we'll build you a proposal designed around one of our standard packages, using our list of popular add-ons to customize your service as needed.
Basic
Monthly account maintenance
(One bank account and up to two CC accounts)Monthly accounts reconciliation
Monthly financials
Tax preparation support
Includes QuickBooks Online
('Essentials' Plan)
Pro
Everythingn in BASIC and...
Monthly meetings
Guaranteed 48hr response time
Weekly account maintenance
(Two bank account and up to three CC accounts)Payroll processing
(up to 10 employees)Accounts payable
(up to 25 transactions per week)Accounts receivable
1099 processing
(up to five vendors)
Includes QuickBooks Online
('Essentials' or 'Plus' Plan)
Elite
Everythingn in BASIC and PRO and...
Twice-monthly meetings
Guaranteed 24hr response time
Payroll processing
(up to 30 employees)Sales tax assistance
Business property tax support
Annual state reporting
Retirement coordination
Budget consulting
Up to three locations
Includes QuickBooks Online
('Plus' Plan)
| Popular Add-ons |
|---|
| Additional 1099 vendors |
| Additional bank accounts |
| Additional credit card accounts |
| Complex accounts |
| Complex payroll |
| Catch-up & clean-up services |
| Additional state reporting |
Book a free consultation.
We'd love to meet with you to learn about your business so we can customize a proposal for you!