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Bookkeeping plus QBO Subscription
What's Included in Your Package
| Bookkeeping Service | ||||
|---|---|---|---|---|
| What's Included | Basic | Starter | Pro | Elite |
| Financial Transaction Management | ✔ | ✔ | ✔ | ✔ |
| Bank Account Reconciliation | ✔ | ✔ | ✔ | ✔ |
| Credit Card Account Reconciliation | ✔ | ✔ | ✔ | ✔ |
| Debit and Credit Adjustments | ✔ | ✔ | ✔ | ✔ |
| Asset Tracking | ✔ | ✔ | ✔ | ✔ |
| Depreciation Schedules | ✔ | ✔ | ✔ | ✔ |
| Compliance with Local Laws | ✔ | ✔ | ✔ | ✔ |
| 1 on 1 Meetings | ✔ | ✔ | ✔ | ✔ |
| Collaboration with Accountant | ✔ | ✔ | ✔ | ✔ |
| Bill Pay Service | ||||
|---|---|---|---|---|
| What's Included | Basic | Starter | Pro | Elite |
| Setup/Manage Accounts | - | ✔ | - | ✔ |
| Import Invoices from Vendors | - | ✔ | - | ✔ |
| Pay Vendors via ACH or Credit Card | - | ✔ | - | ✔ |
| Track Payments in QuickBooks | - | ✔ | - | ✔ |
| Automated Payment Processing | - | ✔ | - | ✔ |
| Pre-Payment Approval Process | - | ✔ | - | ✔ |
| Payroll Service | ||||
|---|---|---|---|---|
| What's Included | Basic | Starter | Pro | Elite |
| Setup/Manage Employees | - | - | ✔ | ✔ |
| Manage Tax Forms | - | - | ✔ | ✔ |
| Track Paid/Unpaid Time Off | - | - | ✔ | ✔ |
| Accurate Payroll Processing | - | - | ✔ | ✔ |
| Pre-Payroll Summary | - | - | ✔ | ✔ |
| Automated Client Approval Process | - | - | ✔ | ✔ |
| Direct Deposit Processing | - | - | ✔ | ✔ |
| Email Check Receipts to Employees | - | - | ✔ | ✔ |
| Post Payroll Summary | - | - | ✔ | ✔ |
| Issue Year End Tax Forms | - | - | ✔ | ✔ |
| E-File 1099's | - | - | ✔ | ✔ |
| Manage taxes | - | - | ✔ | ✔ |
| Track Benefits | - | - | ✔ | ✔ |
| Proprietary Application "SecureDocs" | ||||
|---|---|---|---|---|
| What's Included | Basic | Starter | Pro | Elite |
| 24/7 Access to Financial Data | ✔ | ✔ | ✔ | ✔ |
| Receipt/Document Uploads | ✔ | ✔ | ✔ | ✔ |
| Secure Document Storage | ✔ | ✔ | ✔ | ✔ |
| Home Expense Tracking | ✔ | ✔ | ✔ | ✔ |
| Vehicle Expense Tracking | ✔ | ✔ | ✔ | ✔ |
| Share Financial Data | ✔ | ✔ | ✔ | ✔ |
| Advanced Data Security | ✔ | ✔ | ✔ | ✔ |
| Reports | ||||
|---|---|---|---|---|
| What's Included | Basic | Starter | Pro | Elite |
| Executive Summary | ✔ | ✔ | ✔ | ✔ |
| Income Statement | ✔ | ✔ | ✔ | ✔ |
| Balance Sheet | ✔ | ✔ | ✔ | ✔ |
| Cash Flow | ✔ | ✔ | ✔ | ✔ |
| Financial Snapshot | ✔ | ✔ | ✔ | ✔ |
| Monthly Snap | ✔ | ✔ | ✔ | ✔ |
| Assorted Graphs | ✔ | ✔ | ✔ | ✔ |
| Performance Ratios | ✔ | ✔ | ✔ | ✔ |
| Expense Summary | ✔ | ✔ | ✔ | ✔ |
| Purchase Detail | ✔ | ✔ | ✔ | ✔ |
| Purchase Summary | ✔ | ✔ | ✔ | ✔ |
| Home Expense Detail | ✔ | ✔ | ✔ | ✔ |
| Vehicle Expense Detail | ✔ | ✔ | ✔ | ✔ |
| Home/Vehicle Expense Summary | ✔ | ✔ | ✔ | ✔ |