Initial Consultation Fee
Personal Finance - $25.00
Small Business - $50.00
** Consultation fee will be deducted from any booked services.**
Let's Get To Work
Service Features |
Basic$300/Month |
Intermediate$600/Month |
PRO$1000/Month |
|---|---|---|---|
| # of Working Hours (Monthly) | 20 | 30 | 40 |
| Accounting System Set-up | ✓ | ✓ | ✓ |
| Bank and Credit Card Reconciliation | ✓ | ✓ | ✓ |
| Accounting System Data Entry | ✓ | ✓ | ✓ |
| Accounts Payable / Accounts Receivable | ✓ | ✓ | ✓ |
| Maintain Vendor and Customer Records | ✓ | ✓ | ✓ |
| Prep for Year-End Taxes | ✓ | ✓ | ✓ |
| Invoicing | x | ✓ | ✓ |
| Monthly Profit and Loss Statement | x | x | ✓ |
| Forecasting/Budgeting | x | x | ✓ |
| Access Level to Accountant | Unlimited Emails & (1) Monthly Check-In Call | Unlimited Emails & (2) Check-In Calls Monthly | Unlimited Emails & Weekly Check-In Calls |
| Clean-Up One-Time Fee (If Needed) | $175 | $100 | Included |
0-50 Employees |
51-100 Employees |
|
|---|---|---|
| Processing Fee Per Pay Cycle: | $25.00 | $35.00 |
| Fee Per Employee Per Pay Cycle: | $6.00/Employee | $5.00/Employee |
| Features: | ||
| Maintain Employee Records | Included | Included |
| Time and Attendance Input/Maintenance for W-2(hourly and salaried) and contract workers |
Included | Included |
| Completion and Submission of Payroll Taxes: | ||
| 940 - Annual Form | $100.00 | $150.00 |
| 941 - Quarterly Form | $50.00 | $75.00 |
Service Features |
Solo DriverOne-Time Price: $75 |
Accountability Partnership$65.00 for initial month$40.00 for each subsequent month |
|---|---|---|
| Discuss Client's Income and Expenses | ✓ | ✓ |
| Develop a Sustainable Budget | ✓ | ✓ |
| Strategize on How to Reduce Spending and Increase Savings | x | ✓ |
| Monthly Progress Calls - 1 Hour | x | ✓ |
**Discounted pricing for bundling payroll and bookkeeping services. Please contact me for further details.**