All packages include a 100% QuickBooks Online and Payroll subscription fee.
Basic Package
1-2 Employees / Freelancers & Micro Businesses
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QBO Ledger + Workforce Payroll Included
QuickBooks Ledger account and official payroll system provided -
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Up to 50 Transactions
Monthly categorization and bookkeeping for up to 50 transactions -
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Reconciliation of up to 2 Accounts
Monthly reconciliation for up to 2 bank and business credit card accounts -
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Full Payroll Processing (Up to 2 Employees)
Full payroll execution and quarterly tax filing/payments (Form 941 & State UI/WH) -
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Next-Day Direct Deposit
Next-day direct deposit processing to employee bank accounts -
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Tax-Ready Year-End Closing
Final year-end financial closing and financial statements for tax return filing (Year-end W-2 filing billed separately)
Standard Package
3-5 Employees / Small Biz
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QBO Ledger / Simple Start + Workforce Payroll Included
Official QuickBooks Simple Start license (mobile app support) & payroll system provided -
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Includes Everything in Basic
All core bookkeeping and payroll services from Basic Package included -
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Up to 150 Transactions
Monthly categorization and bookkeeping for up to 150 transactions -
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Up to 3 Accounts Reconciliation
Monthly reconciliation for up to 3 bank and business credit card accounts -
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Full Payroll Processing (Up to 5 Employees)
Full payroll execution and quarterly tax filing/payments (Form 941 & State UI/WH) -
β
Year-End W-2 Filing
Complete preparation and e-filing of employee year-end Form W-2
Advanced Package
7-15 Employees / Growing Biz
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QuickBooks Online + Payroll Included
QBO Simple Start / Essentials license and full payroll system included -
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Includes Everything in Standard
All services and features from Standard Package included -
β
Up to 300 Transactions
Monthly categorization and detailed bookkeeping for up to 300 transactions -
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Up to 5 Accounts Reconciliation
Monthly reconciliation for up to 5 bank and business credit card accounts -
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Full Payroll Processing (Up to 15 Employees)
Full payroll execution and quarterly tax filing/payments (Form 941 & State UI/WH) -
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Invoicing & Mobile Receipt Snap
Invoice & payment processing setup with mobile receipt photo auto-sync
15+ Employees?
We propose the perfect customized management solution for businesses requiring advanced integrated management, such as large-scale human resources operations, complex commission structures, multi-year historical cleanup services, clock-in app integration, and 401(k) / benefits integrations.
- β Unlimited Payroll Runs & Multi-state Payroll
- β Unlimited Account Reconciliations & Historical Cleanup Support
- β Dedicated Tax Team & 1:1 Priority Advisory
Customized Add-on Services & Onboarding
We provide flexible add-on options tailored to your specific business needs.
One-time Professional Onboarding Fee
Professional onboarding includes: Custom Chart of Accounts (COA) setup, bank feed integration, and historical data transfer.
Industry-specific COA design, initial QuickBooks setup, bank/credit card feed connections, and initial employee payroll registration.
COA setup, bank integration, historical data transfer to QuickBooks, and migrating payroll data from existing systems (e.g., ADP).
For extensively neglected books requiring major cleanup operations alongside complex system setups.
Bookkeeping + Payroll All-in-One Promo
Setup Fee Waived ($400)
Up to 2 Employees Free
Scheduling Support
1 Local & Admin Filing (Local & Admin Filing)
We handle manual administrative tasks and local tax filings that automated systems cannot process.
2 Year-end Tax Forms (Year-end Forms)
Consolidates routine annual tax reporting tasks required every January. Applicable as an additional service fee if not included in your primary plan.
3 Special Payroll Actions (Special Payroll Actions)
Manual adjustments required due to legal mandates or user errors.
4 Audit Defense & EA Support (Audit Support)
Advanced services requiring Enrolled Agent (EA) expertise, extending beyond simple filing.
5 Overage Fees (Overage Fees)
Billing criteria for work volume (transactions, employee count, etc.) exceeding your contracted base package.
Checkpoints to Fully Utilize the All-In-One Package
Prevent Duplicate Software Subscriptions
Subscribing to bookkeeping and payroll accounts separately incurs double costs. The all-in-one package provides a unified license to minimize software expenses.
Unified Data Communication (Time Saving)
Prevents errors caused by information discrepancies between bookkeeping and payroll managers. A dedicated Enrolled Agent manages all metrics, dramatically increasing management efficiency.
Strong IRS Audit Defense
Bookkeeping data and payroll filing records are cross-verified in real-time, serving as the most robust and transparent evidence for future IRS or state government audits.