Accounting and bookkeeping services
WHAT WE HAVE TO OFFEROur monthly services are value-based and on a fixed schedule, so you know what to expect and never feel blindsided by egregious hourly fees. We understand that life sometimes gets in the way, so our contracts are month-to-month, so you never feel bound by long-term commitments. All packages are customizable, and we offer a la carte options to suit your needs as well. Request a free consultation so we can discuss the best plan for you.
Spark
- Categorize income & expenses
- Reconcile up to two checking accounts
- Reconcile one savings account
- Reconcile up to two credit cards
- Provide basic reports (Balance Sheet, Profit & Loss Statement)
- Up to 100 transactions
Glow
- Categorize income & expenses
- Reconcile up to four checking accounts
- Reconcile up to two savings accounts
- Reconcile up to four credit cards
- Provide basic reports
- Customizable reports
- Enter bills (no payments)
- Enter daily sales
- Payroll (via third-party application) for up to five employees
- Up to 250 transactions
Lux
- Categorize income & expenses
- Reconcile up to six checking accounts
- Reconcile up to four savings accounts
- Reconcile up to six credit cards
- Provide basic reports
- Customizable reports
- Full Accounts Payable (enter/pay bills)
- Full accounts receivable (enter daily sales, customer invoicing, collecting/depositing payments)
- Payroll (via third-party application) for up to 10 employees*
- Class tracking
- Budgeting
- Sales & Use Tax
- Up to 400 transactions
All packages include one 30-minute phone call per month (Can be split into two 15-minute sessions.) and e-mail response time of up to three business days.
Additional Services
Setup (One-Time Fee)…………….. Starting at $350
Clean Up …… $1,000 per month for current year
Clean Up (Prior Year)………… $2,000 per prior-year month
Sales & Use Tax Preparation & Filing (monthly)……………….. $350
Payroll (up to three employees)…….. $225
Payroll (up to 10 employees)……. $475
Payroll (11+ employees)…. $475 + $50 per additional employee, per month
Subscription to QuickBooks Online………. Price varies. Ask about our wholesale discount.
Notarial Services (Maryland only)… Contact us to inquire.
Interested in working together?