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Monthly Maintenance

• Free on-boarding included in first month’s service
• 24/7 Access to Receipt Bank and Quickbooks Online
• Paperless Receipt Management
• Transaction Processing and Compliance Monitoring
• Bank,Credit Card, PayPal and Square Reconciliations
• AP/AR Reconciliations
• Sales/Franchise Taxes and payment processing
• Monthly Management Reports (Balance Sheet & Profit/Loss)
• Unlimited reclasses and journal entries as requested/required by client and/or chosen tax professional
• Unlimited support for months paid in the contract term for services listed above

Prior Period Catchup

• 24/7 Access to Receipt Bank and Quickbooks Online
• Receipt Management
• Transaction Processing and Compliance Monitoring
• Bank and Credit Card Reconciliations
• AP/AR Reconciliations
• Sales/Franchise Taxes Filings
• Monthly Management Reports (Balance Sheet & Profit/Loss)
• Unlimited reclasses and journal entries as requested/required by client and/or chosen tax professional
• Unlimited support for months paid in the contract term for services listed above

Payroll Services

• Onboarding included in first month’s service
• Free Direct Deposit
• Employee access to online viewing of paychecks and W2s
• Unlimited additions and changes to employee profiles
• Preview with approval before payroll is submitted
• Payroll reports included with each payroll
• Periodic, quarterly and annual payroll report filings/payment processing