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Bundled Services

A robust suite of services for you and your growing business

Choose the solution that is right for your business:

Basic

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Prepare 1099s for contractors
  • Review financial statements on a quarterly/annual basis

Standard

Includes Basic plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s

Complete

Includes Standard plus:

Advisory

  • Prepare monthly financial statements
  • Budget reports
  • General business consulting
  • Quarterly video conference to review key performance measures