We work with clients in various industries to include property management, home healthcare agency, home health, manufacturing (skin care, beauty products, tobacco and bakery), retail, professional counseling, HVAC (union and non-union), medical practices (Pediatrics and Dentistry), Landscaping, General Contractors and other industries. We can provide as much or as little support as needed, depending on each client’s specific needs and other internal resources.
We have knowledge and certifications with most software applications both dedicated and propriety. Also, we provide software training for all programs we are certified in to include Quickbooks (Windows and Mac), Desktop and Online, Xero, Wave and other programs. We use desk procedures and job descriptions to train your staff. If you do not have desk procedures and/or job description we will create them for you to make training successful.
Packages
| Weekly | Monthly | Quarterly | Comprehensive |
|---|---|---|---|
| Transactions over 50 per month | Transactions over 100 per month | Ideal for Start-ups or low volume transactions (less than 5 per month) | |
| Cash/Accrual Basis Daily Reconciliations Up to 5 Accounts / Class Divisions AP Management Up to 200 Vendor Bills Weekly Bill Pay Annual 1099 Filings Payroll Management-any frequency Daily Sales Receipt Entry Document Renaming (up to 5 hrs) Period Close-Out & Review Process Review & Streamlining | Cash Basis Monthly Reconciliations Up to 3 Accounts / Class Divisions Period Close-Out & Review Process Review & Streamlining | Cash Basis Quarterly Reconciliations 90 or Fewer Quarterly Transactions Up to 3 Accounts / Class Divisions | Accrual Basis Daily Reconciliations-Up to 5 Accounts / Class Divisions AP Management- Up to 200 Vendor Bills Weekly Bill Pay Annual 1099 Filings Payroll Management-any frequency Daily Sales Receipt Entry Document Renaming (up to 5 hrs) Period Close-Out & Review Process Review & Streamlining |
| per company | per company | per company | per company |
| $600 – $800/wk | $1,200/mo – $2,500/mo | $250/qtr – $495/qtr | $2,500 – $9,500/mo |
Software applications we work with and/or certified:
| Application | Type | Certified |
| Quickbooks | ERP | Yes- desktop, online, Windows, Mac |
| Xero | ERP | Yes- online |
| Sage Inacct | ERP | No- pending |
| Wave | Accounting | No – extensive training |
| Drake Tax Software | Tax | No – extensive training |
| Office 365 plus Sharepoint | Productivity | No – extensive training |
