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Essentials Services

Choose a Plan That's Right for Your Business

With the Essentials Package, you won’t have to worry about Payroll Management, 1099s, or essential accounting functions. We’ll handle all of the following for you:

EVERY PLAN INCLUDES INITIAL SETUP
  • Initial Management Interview
  • Assessment of Current Back Office & Accounting Function
  • Financial Review And Recommendations
  • Onboarding System Integration And Setup
INITIAL SETUP
ESSENTIALS
Initial Management Interview
Assessment of current Back Office & Accounting Function
Financial review and recommendations
Onboarding system Integration and setup
VENDORS
ESSENTIALS
Set-up New Vendors in Accounting System
Receive bills and Enter into Accounting System for Owner Review
Pay bills approved by Owner
File & Send 1099s
CLIENTS
ESSENTIALS
Set-up New Clients in Accounting Systems
Prepare Invoices for Owner Review
Submit Invoices to Clients
Track & Provide Collection Assistance on Invoices less than 120 Days
ACCOUNTING
ESSENTIALS
Manage & Reconcile Bank & Credit Accounts
Income and Expense Allocation
Provide Monthly P&L & Balance Sheet
Fixed Asset Management
Ad-Hoc Reporting
PAYROLL
ESSENTIALS
Review Timesheet Entry & Submit Report
Set-up New Employees in Accounting System
Process Payroll & Payroll Taxes
Set-up & Manage Employee Time-Off
File & Send W-2s
File Quarterly Federal Payroll 941's & Annual 940 Unemployment Returns
File State & Federal Unemployment Tax Returns
BUSINESS MANAGEMENT
ESSENTIALS
File State & Federal Documents for New Hires
Employee Handbook Development
Set-up & Manage Medical Insurance Plans
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Ready to see what it would look like to have a truly free weekend? Check out our Premium Package!

À la carte Consulting Services

Need help with a few special projects? Or want to add a one-time cost to your package?

Policy & Procedures Review
Invoicing Process Review
Vendor Terms & Contract Consulting
Client Contract and Terms Review
Job Process & Bidding Consulting
Prepare Proposals for Owners Review
Finalize & Delivery Proposals
Fraud, Risks, & Ethics Review
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