CPA Bookkeepers - Certified QuickBooks ProAdvisor

Platinum Plan

Includes:  Online Accounting Software, Quarterly Compiled Financial Statements, Monthly Bank Reconciliation, Sales Tax Filings, 24/7 Help Desk Support Plus, Bi -weekly payroll for up to 3 employees, Data Entry of up to 120 items per month

$ 325 per month


Data Entry

For the busy executive or business who do not want to utilize computerized checks. So you can write checks and we will do the monthly bookkeeping for you. Send us your bank statement abd check stubs via fax or email and leave the rest to us.

Payroll - Everything from checks, tax deductions to W2's & Quarterlies

Integrated into your accounting software so all of your payroll information is at your fingertips. Instead of waiting to have payroll delivered you can print your own payroll checks. After you give out your checks there is nothing else to do. We take care of deducting taxes and as well as all federal and state filings.

Free Online Accounting Software

Accounting is probably not your favorite activity, so first we will tell you about the thing' s you will never have to do:

  • Transfer data to your accountant ( data fully accessible to you and us )
  • Update your accounting software ( we maintain your accounting software online )
  • Deal with menus and options you do not understand ( customized software for you )
  • Backup your data ( we take care of that )
  • Worry about the security of your data from viruses ( secured server )
  • Go to your office to access your data ( accessible 24/7 from anywhere )
  • Post journal entries from your accountant ( we will adjust the same data you see )

Quarterly Compiled Financial Statements

That big deal comes up, and in today's world that moves so fast it waits for no one. So when they ask for your financial statements that is not the time to call your accountant. The best solution is to have you financial statement on hand and ready to go. So when the opportunity comes from a big customer, vendor, bank or potential investor you are prepared. Of course even if you have not gotten that call, why would you run a business without reviewing and analyzing the numbers ?

Monthly Bank Reconciliation

What is the one asset that you have that must be secure yet is so very vulnerable ? Your cash of course. So does it ever make sense to have the same employee who is writing checks to be reconciling and reviewing cash. If you do let the same person do both tasks it is like having the fox watch the chicken coup. So let us help you rest assured that your cash is safe and sound.

Sales Tax Filings

If your sales tax is not paid then the government holds you personally responsible, even if you close your company. Doesn't that sound like a tax you do not want to mess with ? We don't either !

24/7 Help Desk Support Plus

We are one of the only accounting firms to have a unique answer to service you 24/7 efficiently. Our help desk is available 24 hours a day 7 days a week to log in with any issues you have. A system which makes sure that things are followed up on and resolved without multiple calls. Of course if you just want to pick a phone and call us we are there for you.