Business & Nonprofit Financial Services

The list below represents items that are available to our recurring bookkeeping clients.

In Quickbooks Bookkeeping
Reconciliation Monthly Bank Statements
Operating Checking Account
Sales Tax Checking Account
Payroll Checking Account
Profit Checking Account
Merchant Processor Account (ie. Paypal)
Bank Feeds Management
Quickbooks Subcription Price Included ($70/month)
Fixed Asset Inventory and Depreciation
Migration from Desktop Quickbooks to Quickbooks Online – $750-1500
Daily Sales Deposit – from POS
Chart of Accounts Setup
Custom Invoice Setup
Full Quickbooks Setup ($500 with ACH $1200 without)
Payroll – $6/mo per person plus $40/mo base
Direct Deposit Payroll
Online Access to Paystubs, Employee Profile
Sick, Vacation and Holiday Pay Accurals
1099-MISC Filing
Contractor Payments
Employee W-2s
Federal Tax Deposits
State Tax Deposits
Handling of IRS & State Tax Phone Calls
Annual 940s and 944s
Quarterly 941s
AR Services
Mailing off Customer Invoices
Receiving of checks from mail
Bank Deposit posted to Quickbooks and Banked
Updating Clients AR/Donor Balance with received payments
AP Services
Mailing off Bill Payments, Including Postage
Bills synchronized with your accounting system.
Digital File Cabinet: Go Paperless: Simply fax, scan, or email bills. Goodbye paper and filing!
Misc Services
Digital Receipts Management
Post mail Scanning Services
Weekly Cashflow RECAP
Flat Monthly Fee paid via ACH on the 1st
No Contract – Revolving 30 Day Agreement
Service and Support
Phone/Chat/Email Support
Weekly, Biweekly, Monthly, Quarterly Meetups ($75-300)
WordPress Hosting $25/month (free for nonprofits)
GSuite – Email, Docs and more $10/user
Internal Webforms
Domain Managment
External Webforms
Website Build
Donor Services
Donor Receipt Tracking
Annual 1040
Annual 990
Annual 1120S