We are Certified Pro Advisor with Quickbooks 

 Outsource your bookkeeping task to us and save on your tax filing preparation fees!

Accurately recording everything for tax purposes, can be used as an operational tool to effectively manage your business, cash flow and enable yourself to make informed decisions. Accurate bookkeeping can form the basis of useful analysis of your financial planning situation at any given point in time thus enabling you to steer your business into the most profitable channels and safely around such financial obstacles as taxation. QuickBooks can make the whole financial process much easier and is the ideal business accounting software for small to mid-sized business owners and companies with multiple locations or who have financial or other staff who telecommute frequently.

If you are a business owner that is daunted by the mere idea of getting your bookkeeping done and need someone to create basic financial reports from your combine data of your ledgers and sculpt it into shape that shows you the big picture of your business? We can help you!

                                  

1. QuickBooks Bookkeeping Services 

□ $32.57 payroll ONLY!!

• Self-employed individual with no employees that need payroll prepare for themselves. On a weekly or semi-monthly basis, we will prepare payroll and phone in the accrued payroll liabilities payment using EFTPS or IRS.GOV. On a quarterly basis, we will prepare the federal unemployment tax deposit, and we will prepare and file the federal payroll tax return and state unemployment return. On an annual basis, we will prepare the federal unemployment tax return.

□ $75 w/o payroll 

□ $174 w/ payroll 

• Self -employment small business with less than 50 transactions per month.

• Self -employment small business with less than 100 transactions per month.

□ $265 w/o payroll

□ $364 w/ payroll

• On a weekly, semi-monthly, or monthly basis, we will enter all accounting transactions into its QuickBooks company file. This includes checks, deposits, and other transactions affecting the checking account. It also includes estimates, invoices, credit memos, and all customer transactions. It includes vendor transactions: bills, item receipts, checks, credit card charges, and purchase orders. We will perform the bank reconciliation for the checking account. We will also enter adjusting journal entries as necessary, including depreciation.
• On a weekly or semi-monthly basis, we will prepare payroll for your employees. We will prepare and phone in the accrued payroll liabilities payment using EFTPS. On a quarterly basis, we will prepare the federal unemployment tax deposit, and we will prepare and file the federal payroll tax return and state unemployment return. On an annual basis, we will prepare the federal unemployment tax return, employee W-2s, W-3 transmittal, and vendor 1099s.
• We will set up new customers, employees, and vendors on an as needed basis. All of the above transactions will be entered from original documents and ledgers you provide.

2. QuickBooks Training Services 

□ $100 per hr

□ $750- The Works 

• An eight hour day of training customized to fit your needs.

□ $250- Basic Training package

• Approximately one and a half hours initially to cover the basics and a half hour follow up session a few weeks later.
• Customize user preferences to make QuickBooks work the way you do.
• Teach you to maintain the chart of accounts
• Teach you to add customers and vendors
• Teach you to write checks, make deposits, and transfer funds.
• A follow-up session to teach you how to reconcile bank accounts and trouble-shoot any posting issues you have encountered.

□ $110- Accounts Receivable Training

• Whether you are a new business or simply want to begin using more features in QuickBooks, we can teach you to use the following features in the accounts receivable module.
• Customize your invoices and other forms by adding your logo, changing fonts, and adding, moving, or deleting columns and boxes.
• Set up and maintain items
• Prepare invoices and credit memos.
• Receive and deposit payments.
• Run reports to monitor your receivables.

□ $55- Accounts Payable Training

• In a short amount of time we can teach you to:
• Enter bills and vendor credits.
• Pay bills and apply discounts & credits.
• Run reports to monitor your payables.

□ $175- Payroll Preparation package

• This training normally accompanies the preparation of an actual payroll.  We can teach you how you should:
• Add and maintain payroll items.
• Add and maintain employees
• Prepare payroll
• Pay payroll liabilities.

□ $175- Payroll Tax and Reporting package

• If your employee has a basic understanding of payroll tax reporting, we can train them to prepare the payroll taxes using QuickBooks.  This includes training them to:
• Prepare quarterly and annual federal payroll tax reports
• Prepare quarterly and annual Ohio payroll tax reports
• Prepare quarterly and annual payroll tax reports for Ohio municipalities.
• If the employee does not have any experience preparing payroll taxes, we can still train them to prepare the reports in QuickBooks.  However, there will be an additional fee of $110 to cover the additional training time needed to teach them about the various reports.

□ $55- Company Credit Card

• If you have a company credit card, we can train your bookkeeper on the proper method of:
• Posting credit card charges
• Posting returns/credits
• Reconciling credit card statements



3. QuickBooks Account Set-Up Services

□ $175-The "Start from Scratch" package

You want to get started using QuickBooks and you want expert help from the start. We will provide the following services (This does not include payroll setup.  If you have employees, you will need to add a payroll setup package. If you need previous months accounting transactions entered into its QuickBooks company file, there is an additional $32.30 hourly fee added).  

• Evaluate your accounting needs
• Assist you in selecting and ordering the appropriate software and related services.
• Provide you with the minimum hardware requirements to run the accounting software.
• Install and register the QuickBooks software.
• Set-up your company information
• Enter a pre-set chart of accounts for your industry with customization for your entity type, bank accounts, etc.
• Customize the company preferences for sales tax, job costing, class tracking, etc.
• Set-up users and security settings.

□ $110-The "I thought I could do it, but realized I don't want to" package

You already have the software purchased and installed, but decided not to take a chance on setting it up yourself.  We can get your company file set up correctly and ready for you to start data entry. (This does not include payroll setup.  If you have employees, you will need to add a payroll setup package. If you need previous months accounting transactions entered into its QuickBooks company file, there is an additional $32.30 hourly fee added).

• Set-up your company information
• Enter a pre-set chart of accounts for your industry with customization for your entity type, bank name, etc.
• Customize the company preferences for sales tax, job costing, class tracking, etc.
• Set-up users and security settings

□ $55- Payroll Set-up

• We can get you ready to begin preparing payroll.
• Set up your payroll items
• Set up an employee template
• Schedule your payroll liabilities
• We can also set-up the individual employees for an additional $10 per employee.

4. QuickBooks Tune-Up Services

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In under eight (8) hours, a QuickBooks Pro Advisor will help you clean up and organize your bookkeeping system.

□ $350-Tune-Up

• Reviewing your transactions for the year
• Cleaning up stray entries
• Customizing reports
• Balancing general ledger to subsidiary records
• Additional personalized training
• We will make suggestions for improvement in areas where we see errors and improper use of QuickBooks. We will also identify areas where you may not be utilizing QuickBooks software to the fullest. These include customizing reports and forms, changing QuickBooks preferences, and adding features such as class tracking. We will answer your questions and provide personalized training as needed.

 5. QuickBooks Techincal Support Services 

Never Hesitate to Ask a Question! A Certified QuickBooks Pro Advisor will respond with a detailed solutions to your problem or question, usually within 24 hours. Questions may be called in, faxed or sent via-email. 

□ $20 per question

□ $75 an hour

□ $75 (one year contract) of pre-paid technical support. There is less hesitation about contacting a       consultant with a question if there is no additional cost. 

6. Buy QuickBooks and Save

You can purchase the most recent version of QuickBooks at a saving of up to 20%-30% from us.

• QuickBooks Accounting Desktop Plus
• QuickBooks Enterprise for Accounting 
• QuickBooks Simple Start
• QuickBooks Pro
• QuickBooks Premier 
• QuickBooks Retail: Point of Sale
• QuickBooks Online 
• QuickBooks Payroll

To receive any Small Business Service, please complete "Contact Us form." 

We are Registered ITIN Acceptance Agent and Tax Preparer with the Internal Revenue Service