man and woman's hands with papers doing business

We have plans for startups, small businesses, contractors, and corporate clients. Below are our most popular plans or contactl us to get a custom-tailored plan for your business!

Learn how we can make your business run more efficiently and we'll save you money in the process.
805.332.3425 This email address is being protected from spambots. You need JavaScript enabled to view it.


Included in ALL Bookkeeping Services Packages:

  • Local Back Up of QBO Accounts
  • Dedicated Account Manager
  • Discounts on Technology, such as QuickBooks Online, QuickBooks Time, and Payroll
  • Entering bank transactions and Reconciling Bank Account(s)
  • Entering credit card transactions and Reconciling Credit Card Account
  • Marking previously entered bills as paid using manual checks or electronic payments
  • Preparation & Filing of Annual 1099’s

Bronze

650/mo

  • 3 DAY Response Time to Inquiries
  • ANNUALLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
  • ANNUALLYY Reconciling Loan Account(s)

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Silver

950/mo

  • 2 DAY Response Time to Inquiries
  • QUARTERLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
  • QUARTERLY Reconciling Loan Account(s)
  • Pay Estimated Income Tax Payments
  • Entering and Paying Vendor Bills, Reconcile Vendor Statements

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Gold

1,425/mo

  • 1 DAY Response Time to Inquiries
  • MONTHLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
  • MONTHLY Reconciling Loan Account(s)
  • Engagement with 3rd parties, such as CPA
  • Budgeting and Budget vs Actual Reports
  • Expense Tracking by segment/location/division and Expense Tracking by customer job
  • Pay Estimated Income Tax Payments
  • Entering and Paying Vendor Bills, Reconcile Vendor Statements
  • Creating Customer Invoices, Record Customer Deposits, Track & Review AR Aging, send statements, follow up on past due invoices
  • Creating or Querying Custom Reports
  • Prepare & File Sales Tax in 1 State

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Platinum

2,850/mo

  • SAME DAY Response Time to Inquiries
  • WEEKLY Accounting Review of Bookkeeping Records, Financial Reports Preparation, Training/Education/Walk-through Needed, and Conversation with Bookkeeper
  • MONTHLY Reconciling Loan Account(s)
  • Engagement with 3rd parties, such as CPA
  • Budgeting and Budget vs Actual Reports
  • Expense Tracking by segment/location/division and Expense Tracking by customer job
  • Pay Estimated Income Tax Payments
  • Entering and Paying Vendor Bills, Reconcile Vendor Statements
  • Creating Customer Invoices, Record Customer Deposits, Track & Review AR Aging, send statements, follow up on past due invoices
  • Creating or Querying Custom Reports
  • Prepare & File Sales Tax in Multiple States
  • Creating Estimates and/or Sales Orders, Creating Purchase Orders, Receiving Inventory, Making Inventory Adjustments

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Add On Bookkeeping Services

Payroll Tasks

  • $200 – Preparing Paychecks, Paying Payroll Liabilities, and filing state & federal reports. $145 Up to 5 employees per pay run, $25 each additional
  • $50 – Sales Commissions
  • $50 – Performance Based Bonuses
  • Human Resource Services-Only for payroll clients

Initial Setup Tasks

  • $500 – Payroll Set Up
  • $500 – QuickBooks Set Up

As Needed Services

  • $65/hr – QuickBooks Clean Up
  • $65/hr – Loan Application Services

Tax Services

  • $TBD – Tax preparation

About Us

Gain peace of mind and free up your resources to focus on core business activities, ultimately contributing to your company's profitability and long-term success.

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Certifications

  • AIPB Certified Bookkeeper
  • QuickBooks Online Certified ProAdvisor
  • CTEC #A240629
    (California Tax Education Council)
  • IRS PTIN #P01542202
    (Preparer Identification Number)

Contact Us

301 S. Miller, Suite 202
Santa Maria, CA 93454

Phone: 805.332.3425
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Hours: M-F: 9am-5pm, S-S: Closed

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