You will make profits and build your business if you spend more time doing what you're good at and less time doing what we are good at, the bookkeeping and accounting. Check out our Accounting Made Easy Programs, find one that frees you up and fits your needs.
Free one hour consultation.
Quickbooks Software
Quickbooks Software Setup
- Software Setup
- Software Training
- 1 year of phone and online support
- Software cost - at our Pro Advisor cost
- One time charge of $795
Here's what you get:
- Quickbooks installed on your computer
- Current chart of accounts and balances
- Training to set up your suppliers and vendors for accounts payable and bill payment
- Training to print checks, make deposits and keep an accurate check register
- Electronic bill payment from your bank
- Customer setup and training on billing and recording customer payments
- Training on producing financial reports
Accounting Program #1
-
Corporate income tax preparation
- Personal income tax preparation - main family member
- One accounting meeting
- One tax planning session
- One tax projection
- Unlimited phone consultations with us
- Fees for the above are $2,496
- 3 payments of $832 each
Accounting Program #2
- Corporate income tax preparation
- Personal income tax preparation - main family member
- Quarterly accounting meetings
- One business planning session
- Two tax planning sessions
- Two tax projections
- Unlimited phone consultations with us
- Fees for the above are $3,495
- 3 payments of $1,165 each
Accounting Program #3
-
Corporate income tax preparation
- Personal income tax preparation - main family member
- Monthly accounting meetings
- Two business planning sessions
- Two tax planning sessions
- Two tax projections
- Unlimited phone consultations with us
- Fees for the above are $4,992
- Monthly payments of $416
Accounting Program #4 - The Bookkeeping Solution
We do the items listed or any variation
- Billing and accounts receivable
- Mailing invoices and statements
- Accounts payable and setup of electronic payments
- Bill payment, we do not sign checks
- Bank reconciliations
- Payroll preparation
- Financial statement preparation
- Meetings and other program items are separate
- Fees start at $895 per month
The following is a list of item that can be added to any package or can be requested on an as needed basis:
| Sales tax preparation |
$100 each |
| Bank reconciliations |
$125 each account |
| 1099 preparation |
$15 each, minimum $50 |
| Depreciation schedule updates |
$150 |
| Payroll tax return preparation and W-2's |
$125 each quarter and $10 per W-2 min $75 |
| Quickbooks training |
$99 per hour in our office
$129 per hour in your office |
| Quickbooks phone support |
$299 per year |
| Special projects details agreed to in advance |
| Additional meetings |
$175 per hour |
| Federal and state applications |
$150 |
| Miscellaneous service package |
$269, see separate details |
Payment Policy
All payments are by credit card kept on file and must be made in advance
Special projects are paid 100% in advance
All new clients must make a deposit before work begins
All of the packages can have the additional services listed added to their programs
Components cannot be substituted for program items
Explanation of the details
Accounting Meetings: These are serious sit downs with the owners going over the internally produced financial statements. Fast paced and informative, these meetings will bring the numbers to life and help you to run your business with a purpose. The financials tell a story and and we will help you to understand and use them.
Tax Planning Sessions: These sessions allow us to explore your tax planning options to help legally control the amount of tax to be paid and when it will be paid. We will develop a plan usually in the Spring of the year so as to allow the most time for implementation. The second tax planing session is held right after Labor Day, this allows us to be proactive in addressing new issues and circumstances to make modifications to your benefit. The idea is to control how much you pay and when you will pay it.
Tax Projections: Are done to see if the plan is working. The results are compared to the plan in order to make changes. The first tax projection is done after the mid year accounting meeting. the second tax projection is prepared after the third quarter accounting has been completed and allows for end of year decisions and changes. Your money is important, our job is to help you keep it.
Business Planning Sessions: Our role as advisors is to help you clearly define your goals, make and implement a plan and work with you to achieve amazing results. These meetings set the tone for where you want to go and how you will get there. Upon completing these sessions you will have definite goals and a plan of attack to accomplish them.
Which program is right for you? An investment in your business and future should be your guiding light. You will be successful when you have a plan and can spend the majority of your time working that plan. Getting important objective feedback from your advisors is like radar, it will help you stay on target when you tend to stray off course
There are no contracts to sign. The only commitment we want you to make is to your own success. The program that fits today can be changed to another tomorrow, let's work together to find the right one for you.
Let's work together for your success,
Rich Manietta
Margie Manietta |
