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Premium Services

Choose a Plan That's Right for Your Business

Let us handle it all! Saturday and Sunday are free again to hit the beach, spend time with family, or catch up on your favorite hobbies. Here’s what we will do 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
PREMIUM
Initial Management Interview
Assessment of current Back Office & Accounting Function
Financial review and recommendations
Onboarding system Integration and setup
VENDORS
PREMIUM
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
Manage Vendor Contracts & Insurance Certificates
Manage Vendor correspondence, inquiries, issues & requests
CLIENTS
PREMIUM
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
Track & Provide Collection Assistance on Invoices OVER 120 Days
Receive Payments & Deposit Funds into Owner's Company Account
Manage Client Contracts & Submit Insurance Certificates
ACCOUNTING
PREMIUM
Manage & Reconcile Bank & Credit Accounts
Income and Expense Allocation
Provide Monthly P&L & Balance Sheet
Fixed Asset Management
Ad-Hoc Reporting
End of Year Tax Package
PAYROLL
PREMIUM
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
PREMIUM
File State & Federal Documents for New Hires
Employee Handbook Development
Set-up & Manage Medical Insurance Plans
Set-up & Manage 401K, Simple & SEP IRA, and many more!
Set-Up & Manage Employee Fringe Benefit Programs
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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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