We strongly believe in providing FIXED PRICING based on specific outcomes and results expected by our clients. However, at times HOURLY rates and base fees for monthly services are warranted. As a result, the following is a representation of how our prices are structured. Please do not hesitate to call us to request a “fixed-rate” for your specific project. We may charge an hourly fee for any discovery consultations required in order to provide a fixed-rate price (credited towards the project cost)
QuickBooks Training (Including Consulting and/or Support) Services
- Remote Access (and Phone) QuickBooks Training/Support $275 to $550 per session, depending on time and season (live with the customer, prices vary during tax season).
- Onsite (at your office one-on-one or multiple staff members) QuickBooks/Excel/Accounting Training $900 half-day or $1,500 Full-day (live with the customer, prices vary during tax season ).
Monthly Accounting/Bookkeeping Services
Start-up Package
Starting at $1,000 Monthly
- Based on QuickBooks Online Simple Start or Essentials (subscription paid by client)
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Monthly Financial Reports and Customized Reports for analysis.
- Adjustments, Reclassifications and monthly closing of accounting/Books.
- Semi-annual Revision with company owners.
- Advise on how to use and sync third-party apps with the software if needed.
Premium Package
Starting at $2,500 Monthly
- Based on QuickBooks Online Plus (subscription paid by client) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
- Customer invoicing assistance.
- Recurring customer invoicing assistance.
- Bill and Bill Payment Assistance.
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Assistance on how to handle Job Costing and Classes.
- Monthly Financial Reports and Customized Reports for analysis.
- Accounting Adjustments, Reclassifications and Monthly closing of Books.
- Quarterly Revision of Financial Statements with Owners and Managers
- Training on how to use specific features of the software.
- Advise on how to use and sync third-party apps with the software if needed.
Strategic Package
Starting at $4,500 Monthly
- Based on Online Plus (subscription paid by client) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
- Everything on Premium Level plus:
- Payroll assistance on payments and form filings (941, 940 and RT-6).
- Create and send 1099/1096 to Independent contractors and IRS.
- Accounts Receivables Analysis. (Only when invoiced through QuickBooks)
- Accounts Payable Analysis. (Only when using the bill feature in QuickBooks).
- Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
- Unlimited Support and training for owners/Staff.
- Monthly Revision with company owners Onsite, Remote and/or at our office.
- Sales Tax Form Preparation
- Unlimited Q&A to our Firm for any type of tax consultation and planning.
Optional/ Additional Services:
- Payroll up to 3 employees, included initial setup and training on how to run payroll. – $295 per quarter (Included with Strategic Accounting Level)
- Income Tax Preparation
- Hourly consulting, business planning, process reengineering, and additional staff training