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Relax, we make Accounting & Bookkeeping easy!

Ever wonder if you’re properly and efficiently maintaining your bookkeeping or is there just too much to keep up with when managing your accounting? Our accountants know all the tricks of the trade and have extensive experience working with small businesses.

Accounting & Bookkeeping Packages

  • Premium — This is the best option for busy business owners who not only want the peace of mind of knowing that all their financial history is accurate and up-to-date every week but also want to get the absolute maximum out of their financial information so that they may make the best business decisions based on the best quality of information.  They also want the convenience that their customers are invoiced, and bills are paid on a timely basis.
  • Full — This is our most popular option – where you pay your bills and invoice your customers, but we take care of the other bookkeeping that is required.  You get complete reassurance that your accounting data is accurate, up-to-date every month as well as the preparation of sales taxes.
  • Basic — This option is best for those business owners who feel confident in doing the bookkeeping themselves but need help with preparing the monthly financial statements and assistance when questions arise.

Accounting & Bookkeeping Package Details

Select an Accounting Package that perfectly suits your needs from three service levels: Premium, Full, and Basic. The table below identifies the differences:

Most Popular

Accounting

Premium

Full

Basic

Monthly CPA prepared Income Statement and Balance Sheet

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Review fixed assets and calculate depreciation

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

  Reconcile loan accounts

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Download of online bank and credit card statements

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Checklists and reminders

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Client communication and document transmittal with QBO Client Requests and Financial Cents Client Tasks

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Unlimited advice on accounting and bookkeeping matters

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Prepare sales tax returns

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Address sales tax notices

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Bookkeeping

Enter accounting transactions into QuickBooks Online

Weekly

Monthly

Accounting & Bookkeeping

Reconcile bank and credit card statements

Weekly

Monthly

Accounting & Bookkeeping

Bill Pay & Customer Invoicing

Pay bills

Accounting & Bookkeeping
Accounting & Bookkeeping
Accounting & Bookkeeping

Accounting & Bookkeeping Packages in Detail

Download the PDF below for even more information about our Accounting & Bookkeeping Packages.

Accounting & Bookkeeping Packages in Detail

Select an Accounting & Bookkeeping Package that perfectly suits your needs from three service levels: Premium, Full, and Basic. Download the PDF below to view the details.

Options:

QBO setup
Cleanup of prior periods
Weekly reconciling – for Full
Daily Reconciling – for Premium
Invoice customers
Third-party apps integration with QBO

Options:

  • QBO setup
  • Cleanup of prior periods
  • Weekly reconciling – for Full
  • Daily Reconciling – for Premium
  • Invoice customers
  • Third-party apps integration with QBO

We can’t wait to make accounting easy for you too!

Ready to schedule an initial discovery meeting with Stanley to discuss whether or not SDA CPA would be a good fit? Click the “Get a Quote” button below to send us an email or choose a meeting time. Would you rather talk to us directly? Call us today!

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