3 steps to engage us

step 1

Choose your package

Choose a package for your business or investment entity that suits your core compliance and advice needs.

step 2

CUSTOMIZE your package

Want to add or subtract things like add-on software, additional compliance or advisory services? We can tailor our services to meet your specific requirements in discussion with you. Submit your inquiry and we will be in contact shortly to clarify your requirements with you. We then meet to discuss your requirements.

step 3

FINALIZE THE AGREEMENT

After examining your specific requirements and mutually agreeing on the scope of work and services to be provided, actual costs will be agreed with you. Engagement documentation is electronically distributed and e-signed to allow us to get to work quicker for you.

No business owner likes surprises. And no business owner wants to see a large lump sum bill from their accountant at the end of the year. We know this, so we’ve created weekly packages for you to choose from. Our packages cover the ‘compliance’ basics with a little extra but we understand you may want us to take control of some other things. Different businesses have different needs. Get in touch by phone, email or submit a request below to discuss which package is best suited to you and your business.

OUR ACCOUNTING PACKAGES START FROM $99 PER WEEK AND ARE DEVELOPED TO SUIT YOUR NEEDS

If none of our packages are a perfect fit for your needs, please contact us to discuss customising something more suitable to you.

When your financial targets are most important to achieve, our suite of services have been designed work with you closely to assist  you in hitting your financial targets.

Our Specialized Services

Start

Perfect for:

A sole proprietor or startup who needs to get things going

  • 1 Hour Kickstart Meeting
  • Quickbooks Outline (Subscription)
  • New Company Quickbooks Buildout
  • Business Support via Email

Grow

Perfect for:

A business with a few years history, stable sctructure and want to build. You want to understand the numbers and things are under control.

Start Plus:

Quarterly Management Report

  • Quarterly Business
    Performance Meeting
  • Business Performance Review (Annual)
  • Create (3) Scenario Targets
  • Monthly Revenue Monitoring

Succeed

Perfect for:

A fast growing business. You need guidance from an external partner who provides a no-nonsense approach to getting things done.

Grow Plus:

Business Performance Dashboard

  • Monthly Management Report
  • Monthly Business
    Performance Meeting
  • Buildout a growth equation and future plan.

Conquer

Perfect for:

A pioneer where none of the packages fit. You need strategic planning, goal setting and KPI development.

Succeed Plus:

Quarterly Budgets and Cashflow Forecasting

  • KPI development and goal setting
  • Annual strategic planning

Small business payroll and time-tracking that work together seamlessly.

Payroll

Easy to use, fast and accurate small business payroll and automatic tax filing to save you time.

Time and attendance

Manage time anywhere, on any device with time clocks, a mobile app, and more.

Payroll + Tax + Compliance BASIC PAYROLL

All the basic payroll and tax filing services a small business needs.

PLUS PAYROLL

Payroll and tax filing plus HR tips and resources to keep you informed

Payroll — Computer. Mobile App, Phone Call
Direct Deposit
Payroll Delivery
Electronic Reports
General Ledger Interface
New Hire Reporting
1099 and W-2
Tax Filing
Check Signing and Stuffing
Secure Check
Prepaid Card
Poster Compliance
State Unemployment Insurance (SUI)
Garnishment Payment Service

QUICKBOOKS SETUP

Perfect for:

Setting up QuickBooks Online from scratch

Complete the setup of QBO including the following:

  • Setup bank accounts and bank feeds
  • Custom Chart of Accounts
  • Setup Tracking Categories
  • Cutomize Dashboard
  • Branded Invoice Template
  • Create logins for your team
  • Group Training via Go To Meeting (2 hours max)

CONVERT TO QUICKBOOKS ONLINE

Perfect for:

Moving from QuickBooks Desktop Edition 2014, 2015, 2016, 2017, etc.

SUPPORT AND TRAINING

Perfect for:

Wanting to have peace of mind your QuickBooks Online software is running at its best and your team has the support to drive it.

  • Post Setup Support
  • Monthly Support
  • One-off Training

Small business payroll and time-tracking that work together seamlessly.

Payroll

Easy to use, fast and accurate small business payroll and automatic tax filing to save you time.

Time and attendance

Manage time anywhere, on any device with time clocks, a mobile app, and more.

Payroll + Tax + Compliance BASIC PAYROLL

All the basic payroll and tax filing services a small business needs.

PLUS PAYROLL

Payroll and tax filing plus HR tips and resources to keep you informed

Payroll — Computer. Mobile App, Phone Call
Direct Deposit
Payroll Delivery
Electronic Reports
General Ledger Interface
New Hire Reporting
1099 and W-2
Tax Filing
Check Signing and Stuffing
Secure Check
Prepaid Card
Poster Compliance
State Unemployment Insurance (SUI)
Garnishment Payment Service

ONE-OFF

Perfect for:

Getting back on track with your bookkeeping

  • Bookkeeper charged per hour
  • $107 per hour

SMALL

Perfect for:

Small business sole proprietor and low tranasaction based business

  • Up to 75 Transactions per month
  • $99/week

MEDIUM

Perfect for:

Established businesses with employees requiring up to date Accounts Payable and Accounts Recievable reporting

  • Up to 150 Transactions per month
  • $125/week
  • Quarterly review of financials with business owner 30 minute call

LARGE

Perfect for:

Medium to large business with employers, requiring up to date Account Payable and Account Recievable reporting

  • Up to 300 Transactions per month
  • $239/week
  • Monthly review of financials with business owner 30 minute call

Small business payroll and time-tracking that work together seamlessly.

Payroll

Easy to use, fast and accurate small business payroll and automatic tax filing to save you time.

Time and attendance

Manage time anywhere, on any device with time clocks, a mobile app, and more.

Payroll + Tax + Compliance BASIC PAYROLL

All the basic payroll and tax filing services a small business needs.

PLUS PAYROLL

Payroll and tax filing plus HR tips and resources to keep you informed

Payroll — Computer. Mobile App, Phone Call
Direct Deposit
Payroll Delivery
Electronic Reports
General Ledger Interface
New Hire Reporting
1099 and W-2
Tax Filing
Check Signing and Stuffing
Secure Check
Prepaid Card
Poster Compliance
State Unemployment Insurance (SUI)
Garnishment Payment Service

Frequently Asked Questions

For many business owners, there comes a point you cannot make all of the decisions for expenses by just looking at your online bank account.

You may have uncleared checks from the prior month, or you have recurring debits, etc. The purpose of having a Cash flow Forecast is to plan out your cash commitments for the next quarter, accounts receivables, insurance, workers compensation, tax installments. This way if you are planning to purchase new equipment i.e, new vehicle you can see how this payment will affect your business operations prior to pulling the trigger on a bad decision.

Yes, we start out performing a 3 year business performance review, and work with you to create a budget that we monitor and meet with you quarterly.

Your business generates great revenue, but you often have so much going on you want to make sure that you do not run out of cash to keep the business going.

We work with our clients using a standardized cash account structure to see that operating expenses, taxes, payroll, and building capital all happens like clock work every week, every month.

Yes, every year we are referred from many tax preparers to assist with this transition for getting their bookkeeping stabilized and in current order.

MORE to this..

If you are a new business, or have had a family member doing your bookkeeping. We start by requesting access to your current year of bookkeeping via QuickBooks Online.

But what if you do not have your bookkeeping in QuickBooks? We then would provide an estimate for building out your company infrastructure along with your QuickBooks annual subscription.

Here’s the thing….