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Book Keeping Packages

Kickstart

Regular Monthly Bookkeeping Only. Power Packed with your basic business essentials! No Payroll is included in this package.

Included Monthly:


  • Profit & Loss Statement

  • 1 Trend Analysis Statement

  • Annual Financial Statements

  • Bank Reconciliations

  • Revenue Reconciliations

  • Receipt Tracking is your responsibility

  • One 45mins Annual FInancial Review Meeting


Booster Burst

Regular Monthly Bookkeeping . Power Packed with a boost of business essentials that keeps you in compliance all year round. This package keeps you Tax ready! This package also keeps you ready for a financial audit as well as a tax audit.


Included Monthly: 

  • Profit & Loss, Balance Sheet

  • 1 Trend Analysis Statement

  • Cash Flow statement

  • General Ledger

  • Chart of Accounts

  • Franchise Tax Returns

  • Operating and Savings Bank Statements

  • Depreciation Schedules

  •  Amortization Schedules

  • Unearned/Deferred Revenue Schedules

  • Operating Leases

  • Sales Tax returns

  • Bank Reconciliations

  • Revenue Reconciliations

  • Itemized list of Accounts

  • One 45mins Annual FInancial Review Meeting


Platinum Protect

Regular Monthly Bookkeeping, Quarterly Reporting and Calculations and Tax Planning. Also includes an additional 2 services of your choice. A list of our services will be made available so you can choose from during onboarding.


This Package is Power Packed with your core business essentials. You are guaranteed to have peace of mind and successfully survive any audit if you were to undergo one as long as you follow our instructions. This Package Keeps you Tax Ready. This package also keeps you ready for a financial audit as well as a tax audit.

Included Monthly: 


  • Profit & Loss, Balance Sheet

  • Cash Flow statement

  • Monthly Trend Analysis Statements

  • Annual Financial Statements

  • Depreciation Schedules

  •  Amortization Schedules

  • Unearned/Deferred Revenue Schedules

  • Operating Leases

  • Payroll + 1 Services (E.g Payroll , Sales Tax returns, Tax Prep etc)

  • Bank Reconciliations

  • Revenue Reconciliations

  • Itemized list of Accounts Receivable

  • Itemized list of Accounts Payable

  • Itemized list of Inventory

  • Two 30mins Tax Planning Sessions for the year

  • One 45mins Annual FInancial Review Meeting

Mega Blast

In this package any 4 services are included in addition to the below list! We will allow you to customize this package to your needs. We take care of all your problems except Tax Resolution. Tax Resolution is a separate Service. Whatever comes we will handle it. Please see a few of the services listed below. A list of all our services will be made available to you during onboarding so you can choose from.


This Package is Power Packed with all your business essentials. Whatever your business needs to be successful,

Included Monthly: 


  • Profit & Loss, Balance Sheet

  • Cash Flow statement

  • Annual Financial Statements

  • Depreciation Schedules

  •  Amortization Schedules

  • Payroll Services + up to 3 services

  • Revenue Schedules

  • Quarterly Reporting

  • Bank Reconciliations

  • Revenue Reconciliations

  • We can assist in supporting your staff as needed

  • We will read and advise on your IRS letters but to actually get the work done you would need to sign up for the Tax Resolution Service

  • Two 30mins Tax Planning Sessions for the year

  • One 45mins Annual FInancial Review Meeting

  • Additionally a more detail list will be provided from you you will choose your preferred services (e.g Sales Tax, Franchise, etc)

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