The Experienced Business Package is designed for the experienced business that has more complex needs than basic bookkeeping, payroll and taxes.
 
Package Includes:
One hour initial consultation reviewing your business records to identify points of strength and those needing support, listening to your financial goals and creating an action plan for us to assist you going forward.  The initial consultation will include:
Reviewing your current books to determine the amount of work needed going forward.​
Setting up QuickBooks if you don't currently have it in place.
Requesting required payroll permits.
Discussing the differences between employee and subcontractor tax treatment.
Advising on payroll insurance requirements.
Reviewing employer tax obligations.
20 hours a month of bookkeeping assistance/services processing payroll* and monthly financial reports.
One hour quarterly meeting to discuss how the business is progressing and if we are needing to update business structure or make additions or changes for optimal tax planning strategies.
Payroll processing includes payroll taxes and filing of those reports, filing workers comp reports, assisting with workers comp/general liability audits, HR service (new hire paperwork, employer manuals, etc.)
Unlimited Support.
Service Guarantee covering any fees or interest incurred due to our error.
Also includes assistance with Accounts Receivable and Accounts Payable.**
 
This Package qualifies you for deeply discounted Tax Return(s):
CONTACT US to add Tax Return(s) to your Bookkeeping Package at a discounted rate.
 
*Note that there are additional fees related to payroll processing based on the number of employees and pay periods. 
 
**Note there are additional fees related to processing accounts payable if we are cutting checks or doing direct deposit.