Comprehensive Business Bookkeeping, Financial Solutions and Startup Accounting Services for Your Business.

This startup accounting plan is designed to provide startup companies with effective financial solutions that maximize support while minimizing costs, allowing you to grow your business. It enables you to establish a solid foundation and pursue your dream without the stress of back office business bookkeeping. The plan includes up to 10 combined transactions a month, which covers processing payroll for one employee. This includes the quarterly payroll reports; 940, 941, and TWC returns. Additionally, your monthly Sales Tax return for one taxing authority is included, with extra authorities available for an added fee. This leaves you with 7 transactions that can be utilized in any combination, such as 2 client payments, 2 billings, 2 vendor invoices, and 1 vendor payment, or any other mix. The Express Start-Up plan also includes a 30-minute quarterly meeting to review your financials. 

Special Note: As this plan is designed to support you in getting started, it is available exclusively for a startup entity for a maximum of 3 months, or until you outgrow the parameters, whichever comes first. At that point, we will reassess to determine which plan better suits your needs. Our hope is that the partnership we create will lead to the latter scenario of reassessment.

The Start-Up Basic plan is tailored for new businesses ready to hit the ground running. Whether you're working with multiple customers or clients or just starting out and needing a team of employees, this business bookkeeping solution supports your needs. The plan accommodates up to 50 transactions between client and vendor, and allows for up to 2 bank, credit card, or loan accounts. Additionally, it facilitates payroll for up to 5 employees, including the necessary quarterly payroll reports: 940, 941 & TWC. You can manage up to 5 taxing authorities for Sales Tax with ease. Last but not least, the Start-Up Basic plan offers a 30-minute monthly meeting to review your financial solutions and keep your startup accounting on track.

The Bronze plan enhances the Start-Up Basic package, offering business bookkeeping services with a transaction count of 51-150 for client/vendor transactions. It also expands the number of bank, credit card, and loan accounts to a combination of 3. This plan is suitable for businesses with an employee count of 6-10 and accommodates 6-12 taxing authorities for your Sales Tax returns, providing comprehensive financial solutions your business needs.

This plan enhances the Bronze level with an upgrade that accommodates 151-300 transactions between client/vendor transactions. It also includes a total of 6 bank, credit card, or loan accounts, making it ideal for those that have out grown startup accounting solutions and graduated to regular small business bookkeeping needs. The Silver plan further expands to support 11-15 employees and allows for 13-20 taxing authorities for your Sales Tax returns, providing robust financial solutions for growing businesses.

This upgrade of Silver allows for 301-500 client/vendor transactions, making it an excellent choice for businesses seeking efficient business bookkeeping solutions. Gold introduces Job Costing of up to 20 active jobs at a time, ideal for managing financial solutions in your operations. We have increased the bank, credit card, and loan accounts to 9. You can have 16-20 employees on this plan and manage 21-30 taxing authorities for your Sales Tax Return.

In addition to the Gold plan, the client/vendor transaction totals for your business bookkeeping can increase to up to 1000. Once you hit 21+ active jobs, this is the plan you want to review first for your financial solutions needs. This plan allows for up to 12 bank/credit card/loan accounts and 21-25 employees. Your taxing authorities have also increased to 31-40.

Building on Platinum, your client/vendor transaction count is up to 3000. This plan is ideal for businesses seeking effective bookkeeping solutions, allowing for up to 15 bank, credit card, or loan accounts and an employee count of 26+. It also accommodates 41+ taxing authorities, making it a robust option for business bookkeeping and comprehensive financial solutions.