• Certified Full charge bookkeeping – on site or by remote services.
  • Financial Reporting – prepared Monthly and Year-To-Date basis financial statements such as Balance Sheet, Profit and Loss Statements, Budget vs. Actual Reports, Cash Flow Statements and Custom Reports for internal or external use.
  • General Ledger Maintenance and Account Reconciliation – maintain your general ledger on monthly basis and reconcile bank accounts, credit card accounts, asset accounts, and liability accounts.
  • Accounts Payable and Accounts Receivable – provide assistance to you or your staff with processing vendor invoices and vendor payments, processing client/customer invoicing and client/customer payments and maintain detailed accounts payable and accounts receivable records, including a filing system.
  • Payroll Processing – processing payroll weekly, biweekly, semi-monthly, and monthly for 1 to 150 employees, including tax deposits and filing.  Will also provide New Hire Reporting and e-Verify reporting for new employees.
  • Year End – prepare end of year W-2 and 1099’s.
  • QuickBooks – set-up, training, and consultations.
  • Special projects – upon request.  (We can go back several years and catch up the bank and credit reconciliations for your company)  We specialize in locating errors within company books.  Auditing can be very time consuming for a small size business.  Allow us to review for accuracy and get your books in precise format for your tax filing.

Monthly Accounting, Advisory, and CFO Service Plans

Self-Employed Starter Grower Bookkeeper Accountant CFO
Let’s get Organized Start your Business Now is the time to GROW Peace of mind every month. Real-time data to grow your business. We proactively support your growth.
Monthly Investment Starting at $75/month Starting at $200/month Starting at $250/month Starting at $500/month Starting at $1000/month Starting at $1500/month
Scope of Work
Free QuickBooks Online Accounting Software
Monthly Account Reconciliation
Monthly Financial Reports
Custom Financial Reports
Federal Income Tax Estimation
Accounts Payable Management (Bill Pay)
Accounts Receivable Management
Forecasting and Strategic Planning
Quarterly Reports – Video
Unlimited Email Support
Unlimited Phone Support
Financial Strategy Video Meeting Quarterly Quarterly Monthly
Additional Options
Special Projects & Out of Scope Requests Hourly Hourly Hourly 2 hours per year included, then per hour 5 hours per year included, then per hour 10 hours per year included, then per hour
Payroll Tax Reporting
Sales & Use Tax Reporting
Business Formation & Corporate Compliance Services Start a Business Now Start a Business Now Start a Business Now Start a Business Now Start a Business Now Start a Business Now
3rd Party Apps Optional Optional Optional Optional Optional Optional
Training in QuickBooks
Peace of Mind Audit – 57 Point Review FREE FREE FREE FREE FREE FREE
Inventory Controller – Upon Request
Customized Packages – Upon Request

All businesses are different and individualized…cost can vary so give us a call to discuss the specific business needs for your company. Partnering with Sandy’s Advantage Plus allows you to spend more time with customers, while we handle the bookkeeping side of the business.  You can rest assured that you will be top priority.