- 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
|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|
|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.