|
Pricing |
|
Monthly
Fee |
$69
work performed Quarterly
Order |
$99
work performed Monthly
Order |
$220
work performed Weekly
Order |
$500
work performed Daily
Order |
Additional
$50 (with any bookkeeping
service) |
|
Transactions per Month
(Total number of Disbursements: Checks / credit
card disbursements): |
|
Monthly
Transactions Limit |
60 |
100 |
200
(Includes
up to 100 invoices plus 100 check
payments) |
800
(Includes Bill Payment, Invoicing... Everything
with a DAILY bookkeeper assigned to you). Plus 10
Hours of "Live Admin Assistant / Secretary"
assigned to you. |
N/A |
|
Features |
|
States |
All
50 States |
All
50 States |
All
50 States |
All
50 States |
All
50 States |
|
CPA
Supervises Bookkeeper’s Work |
Monthly
|
Monthly
|
Weekly |
Daily |
Monthly |
|
Financial Statements &
Other Functions |
|
Income
Statement |
Yes |
Yes
|
Yes |
Yes
|
Yes
Break Even / Profitability
Analysis... |
|
Balance
Sheet & G/L |
Yes |
Yes |
Yes |
Yes |
Yes |
| Payroll - Direct Deposit, Electronic Tax Payment & Filing (R) |
$10 / month extra |
$10 / month extra |
$10 / month extra |
Included |
|
| Quickbooks Online (R) Included |
Call for details |
Call |
Call |
Yes |
|
|
A/P
tracking & Bill Payment |
|
|
Yes |
Yes
|
|
| A/P - Call Vendors if problems |
|
|
No |
Yes |
|
|
A/R
tracking:
Send
Invoices, Record Payments Received, Send Overdue
Statements
|
|
|
|
Yes |
|
|
A/R
- Call Delinquent clients and demand payment
|
|
|
|
Yes - 10 hours Per month
|
|
|
Quarterly Phone
Appointment |
|
Financial
Setup of Company |
|
|
|
Yes |
Yes |
|
Cost
& Profit Structure |
|
|
|
Yes |
Yes |
|
Entity
Structure |
|
|
|
Yes |
Yes |
|
Liquidity
Structure |
|
|
|
Yes |
Yes |
|
Allocation
of Cost |
|
|
|
Yes |
Yes |
|
Financial
Well-Being |
|
|
|
Yes |
Yes |
|
Taking
Deductions |
|
|
|
Yes |
Yes |
|
Future
Tax Problems |
|
|
|
Yes |
Yes |
|
How
to Avoid IRS Audits |
|
|
|
Yes |
Yes |
|
Tax
Projection (Create Pro-active
Plan) |
|
|
|
Yes |
Yes |
|
One-on-One
Review of your Financial Statements
|
|
Business
Analysis |
|
|
|
Yes |
Yes |
|
Statement
Interpretation |
|
|
|
Yes |
Yes |
|
Open
Questions and Answers
Period |
|
Financial
Questions |
|
|
|
Yes |
Yes |
|
Business
Valuation |
|
|
|
Yes |
Yes |
|
Insurance
Needs |
|
|
|
Yes |
Yes |
|
Lease/Buy
Analysis |
|
|
|
Yes |
Yes |
|
Business
Structure (LLC and Corp.) |
|
|
|
Yes |
Yes |
|
Preparation
of Monthly Sale
Tax |
|
|
|
Yes |
Yes |
|
Preparation
for 1099-Misc. Form |
|
|
|
Yes |
Yes |
|
Preparation
for Business License |
|
|
|
Yes |
Yes |
