BOOKKEEPING PACKAGES
THESE PACKAGES ARE A GUIDELINE ONLY AND CERTAIN INDIVIDUAL SERVICES, AS DETERMINED, CAN BE ADDED OR DELETED FROM EACH PACKAGE.
| SILVER | GOLD | PLATINUM | |
|---|---|---|---|
| This Package Services Minimal Transactions Without Payroll Assistance | This Package Services More Transactions With Payroll Assistance | This Package Services All The Duties Of An In-House Bookkeeper With Significant Savings | |
| Quickbooks Online Software Subscription | ✔ | ✔ | ✔ |
| Fully integrated client portal for ease of access and information with secure download of documentation and communications | ✔ | ✔ | ✔ |
| Initial Set Up Of All Accounts | ✔ | ✔ | ✔ |
| Monthly Recording And Categorizing Of All Transactions UP TO TWO ACCOUNTS (Bank Accounts And/Or Credit Card) | ✔ | ✔ | |
| Monthly Recording And Categorizing Of All Transactions UP TO THREE ACCOUNTS (Bank Accounts And/Or Credit Cards) | ✔ | ||
| Monthly Recording And Categorizing Of All Transactions UP TO FOUR ACCOUNTS (Bank Accounts And/Or Credit Cards) | ✔ | ||
| Monthly Reconciliation | ✔ | ✔ | ✔ |
| Monthly Financial Statements | ✔ | ✔ | ✔ |
| Annual or Quarterly Sales Tax Filing | ✔ | ✔ | ✔ |
| Annual Report Package To Your Accountant | ✔ | ✔ | ✔ |
| Bi-Weekly or Semi-Monthly Direct Deposit Payroll Processing | ✔ | ✔ | |
| Issuance of Record of Employment Forms | ✔ | ✔ | |
| Annual Issuance and fling of T4s And T4AS OR W2 Forms | ✔ | ✔ | |
| Filing Of T5018 Or 1099-NEC | ✔ | ||
| Filing of WCB annual returns | ✔ | ||
| Monthly Statement of Accounts Receivables | ✔ | ||
| Monthly Statement of Accounts Payable | ✔ | ||
| Accounts Receivable Management With Issuance Of Monthly Aging Report | ✔ | ||
| Accounts Payable Management With Issuance Of Monthly Aging Report | ✔ | ||
| Initial Set Up And Training For Filing Of All Documents On Cloud Site For Ease Of Retrieval | ✔ |
Contact us today for a free consultation.
