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As a Certified Advanced Online and Payroll QuickBooks ProAdvisor, we offer Subscription discounts and Bookkeeping advisement and support tailored to your industry!
Bookkeeping is the process of recording, organizing, and managing financial transactions for a business or organization. It involves keeping accurate and up-to-date records of all financial activities, such as sales, purchases, and payments. The benefits of bookkeeping include improved financial management, better decision-making, and compliance with legal and tax requirements.
We offer the following QuickBooks Online Bookkeeping Services:
- Strategic Bookkeeping Training: key managerial accounting principles, terminology, bookkeeping, and approach training provided to ownwers, bookkeepers and management team members designed to bridge operational performance with the resulting financial outcomes.
- Weekly Expense Categorizations: remote bookkeeping support focused on ensuring that all financial transactions are categorized and organized into Chart of Accounts that provide accurate weekly financial reporting.
- Receipt Reconciliations: remote bookkeeping support focused on ensuring that receipts are uploaded and attached to the associated financial transactions.
- Monthly Bank Reconciliations: monthly comparison and reconciliation of the balance in the company's bank account with QuickBooks records to identify any discrepancies and ensure accuracy.
- Customer Invoicing: sending out bills/statements to customers requesting payment for goods or services rendered.
- Record Payments: documenting and tracking the cash or non-cash transactions that result in the reduction of your company's accounts receivable and increase in cash or the bank account balance.
- Input Vendor Invoices: documenting and tracking the bills received from suppliers or vendors for goods or services purchased by your company.
- Provide Weekly/Annual P&L Statement: preparing and providing a weekly Profit & Loss statement for your management team.
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QuickBooks Online Subscription Options
SIMPLE START
Standard: $30/Month
YOU PAY $21/Month
This package includes:
- Income & Expenses: Securely import transactions from your bank, credit cards, PayPal, Square, and more, automatically sort transactions into tax categories, snap photos of your receipts and link them to expenses right from your phone, and create custom tags and organize them into tag groups to see where you make and spend money.
- Invoice & Payments: Use pay-enabled invoices to accept payments instantly online, right through the invoice, track invoice status, send payment reminders, and match payments to invoices—automatically, create professional custom invoices with your logo that you can send from any device, and connect with your customers and send invoices through the QuickBooks Business Network, directly to their account.
- General Reports: Run general reports including profit and loss, expense, and balance sheet reports.
- Receipt Capture: Use your phone to snap and save photos of receipts, easily sort and link expense receipts to transactions, and stay organized and ready for tax season with everything in one place.
- Mileage Tracking: Reliably and automatically track miles with your smartphone’s GPS, categorize business and personal trips with a swipe and add trips manually, and get shareable reports that break down miles driven and potential deductions.
- Cash Flow: Forecast money-in and money-out up to 90 days to plan ahead, and stay ahead, see all your business balances on one dashboard, no messy spreadsheets, and open a QuickBooks Checking account to use instant deposit at no extra fee.
- Estimates: Customize estimates to fit your brand and business needs, accept mobile signatures and instantly see estimate status, and convert estimates into invoices with ease.
- Contractors: Assign vendor payments to 1099 categories, see who you've paid, what you've paid, and when, and prepare and file 1099s right from QuickBooks.
QuickBooks Payroll Subscription Options
CORE PAYROLL
Standard: $45.00 | Per Employee: $5.00
YOU PAY $31.50/Month | Per Employee is $4.25
This package includes:
- Full Service Payroll: We’ll calculate, file, and pay your payroll taxes for you, set up and calculate garnishments and deductions from each paycheck, and create and download reports for payroll history, bank transactions, contractor payments, paid time off, tax payments, and more.
- Auto Payroll: Run Auto Payroll for salaried employees on direct deposit, review and approve payroll before paychecks are sent, and make changes and add additional compensation easily, like commission and bonuses.
- Team Health Benefits: Get instant quotes that fit your needs and budget, save time with a quick three step application, and manage your benefits all in one place.
- Workers' Comp: Keep cash longer—pay your monthly premiums with Pay As You Go rather than one lump sum, manage everything right from your payroll account so you never miss a payment or overpay at tax time (automated premiums adjust based on your data), have our trusted partner, AP Intego, compare plans and pricing for you and get started
- 401 (k) Plans: Quick setup means employees can start saving for retirement right away, attract top talent and match contributions so employees can grow with you, and guideline experts handle 401(k) administration, compliance, and record-keeping, at no extra cost.
- 1099 E-File & Pay: Easily e-file with the IRS, Create and e-file unlimited 1099-MISC and 1099-NEC forms, and we’ll automatically send copies to your contractors.
- Expert Product Support: Payroll support experts available via phone and chat, get step-by-step help, troubleshooting assistance, tips, and resources.
- Next-Day Direct Deposit
PREMIUM PAYROLL
Standard: $75.00/Month | Per Employee: $8.00
YOU PAY $52.50/Month | Per Employee Is $6.80
Everything in Core, plus:
- Expert Review: After you set up your payroll a QuickBooks expert will review your work to make sure everything is correct, and avoid common pitfalls that often cause tax notices. Switching from another provider? We’ll make sure data is transferred correctly.
- HR Support Center: Ensure compliance with state and federal wage and overtime laws, learn best practices on hiring, performance, and termination, and customize job descriptions, onboarding, and performance tools
- Track Time On-the-Go: Workers can clock in or out anywhere, on any device, GPS tracking makes it easy to see who’s working where, at a glance, and review, edit, and approve employee hours right inside QuickBooks
- Same-Day Direct Deposit
ELITE PAYROLL
Standard: $125.00 | Per Employee: $10.00
YOU PAY $87.50 | Per Employee is $8.50
Everything in Premium, plus:
- Expert Setup: A QuickBooks payroll expert will complete your setup, once you provide necessary information, your payroll setup will be reviewed to make sure everything is correct. Switching from another provider? We’ll make sure data is transferred correctly
- 24/7 Expert Product Support: US-based payroll support expertsavailable via phone or chat, get step-by-step help, troubleshooting assistance, tips, and resources, and call back support means you’ll get answers on your time—no waiting on hold.
- Tax Penalty Protection: If you receive an IRS penalty, we’ll pay all penalty fees and interest up to $25,000/year, and our Tax Resolution team will represent you and help resolve any payroll tax or filing issues with the IRS.
QUICKBOOKS ESSENTIALS
Standard: $55.00/Month
YOU PAY $38.50
Everything in Simple Start, plus:
- Bill Management: Organize bills in one place, plus schedule and make payments online right in QuickBooks, track bill status, record payments, and create recurring payments, sync your payments and create checks from anywhere, and connect with your vendors and automatically import bills through the QuickBooks Business Network.
- Enter Time: Enter employee time by client/project and automatically add it to invoices, assign cost rates for employees and run profitability reports, add hours yourself, or give employees protected access to add them on their own time, and seamlessly integrate with QuickBooks Time for simpler tracking.
QUICKBOOKS PLUS
Standard: $85.00/Month
YOU PAY $59.50/Month
Everything in Essentials, plus:
- Inventory: Track products, cost of goods, and receive notifications when inventory is low, see what's popular, create purchase orders, and manage vendors, and import from Excel or sync with Amazon, Shopify, Etsy, and more.
- Project Profitability: Get a bird's eye view of all your projects, all in one place, easily track labor costs, payroll, and expenses with job costing, and see project profitability in a glance with clear dashboards and reports.
QUICKBOOKS ADVANCED
QuickBooks Advanced: $200/Month
YOU PAY $140.00/Month
Everything in Plus, plus:
- Business Analytics With Excel: Avoid manual errors and have confidence in your data by seamlessly connecting Advanced and Excel, use pre-made templates, build consolidated reports for multiple companies, and refresh your data in a single step, work with your data how you want, and create flexible workflows with familiar tools.
- Employee Expenses: Employees submit expenses directly to QuickBooks, saving time and reducing errors, review and track all employee expenses right in QuickBooks, and expense records are stored in one place, so it's easy to find information you can rely on.
- Batch Invoices & Expenses: Create invoices 37% faster with batch invoicing, import and send hundreds of invoices and expenses at once, and enter and edit multiple bills and checks in a few quick steps.
- Customize Access by Role: Give your team the right access to QuickBooks with custom roles and permissions, assign work by transactions such as deposits, sales, expenses, inventory, or reports, and delegate work to users or sales reps by their assigned locations to boost productivity.
- Customized Reports: Create more detailed reports with multiple field types, add up to 10 custom fields, and search, sort, and filter the data you need, faster.
- Exclusive Premium Apps: Work your way by Integrating best-in-class apps like LeanLaw, HubSpot, Docusign, Bill.com, Salesforce, Centage, and more for tailored end-to-end-premium solutions, access functions and connections exclusive to QuickBooks Online Advanced, scale and customize on your time and budget, and track data unique to your industry.
- Dedicated Account Team: Contact a dedicated account team who will get to know you and your business and connect you to the right resources, conveniently call, email, or schedule an appointment with your dedicated account team whenever a support issue arises, and resolve technical support issues quickly—top-tier QuickBooks experts are available 24/7 on the phone or via chat.
- On-Demand Training: Learn at your pace with free online training valued at $3,000 for you and your entire team, become experts of your data and business with dedicated help and resources, and get the most out of the features and capabilities in QuickBooks.
- Workflow Automation: Set reminders for transactions with a due date, like invoices, payments, or deposits, notify customers when their payment has been received, and send bills and invoices through pre-set approval flows.
- Data Restoration: Restore to a specific date and time, and track changes with the history logs, set up automatic and continuous backups, and roll back on changes made to vendors, customers, settings, and more.
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