Our Services


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Our Services


Bookkeeping  

  • QuickBooks Online or Xero 
  • Paying Bills via Bill.com
  • Invoicing Customers
  • Tracking Payments
  • Making Deposits
  • Paying monthly sales tax
  • Reconciling bank statements
  • Reporting to You and your CPA
Photo by AndreyPopov/iStock / Getty Images

Payroll 

  • Weekly, Biweekly, Monthly Payroll
  • E-file payroll deposits
  • E-file Quarterly 941 filings
  • Annual 1099 and W-2 filings
  • Direct Deposit
  • 401(k)/403(b) contributions available
  • Housing Allowance for pastors
  • Online paystub access
Photo by Ridofranz/iStock / Getty Images

Consulting 

  • Assess Areas of Concern
  • Define Problems and Solutions
  • Create Process Mapping
  • Use online tools for real-time data
  • Results Compensation Structures
  • Participation Age Concepts
  • Explore technologies
  • Coaching

Flat Rate Fee Example

BaseLine Level
Monthly Fee
$325-995

Up to $200k
Annual Revenue

Onboarding Fee
Create Chart of Accounts
Record Transactions and Bank Feeds
Bank Reconciliations
Online Billpay/Banking
Accounts Payable
Accounts Receivable
Bill.com to authorize payments
Payroll
Quarterly Taxes (941)
Annual W-2’s and 1099’s
Create Financial Statements
Option to Upgrade Services

Optimal level
Monthly Fee
$645-2,095

Up to $1 Million
Annual Revenue

Onboarding Fee
Create Chart of Accounts
Record Transactions and Bank Feeds
Bank Reconciliations
Online Billpay/Banking
Accounts Payable
Accounts Receivable
Bill.com to authorize payments
Payroll
Monthly and Quarterly Taxes (941)
Annual W-2’s and 1099’s
Create Financial Statements
Establish Internal Controls
Invoicing
Contact Weekly or Biweekly
Option to Upgrade Services

Premium Level
Monthly Fee
$1,795 and up

Up to $3 Million
Annual Revenue

Onboarding Fee
Create Chart of Accounts
Record Transactions and Bank Feeds
Bank Reconciliations
Online Billpay/Banking
Accounts Payable
Accounts Receivable
Bill.com to authorize payments
Payroll
Semi-Weekly and Monthly Taxes (941)
Annual W-2’s and 1099’s
Create Financial Statements
Establish Internal Controls
Invoicing
Contact Weekly
Manage Health Savings Accounts
Financial Analysis
Strategies to pay off debt
Strategies to save cash
Option to Upgrade Services

 

*Extras – Analyzing, budgeting and debtfree planning, forecasting, contacting IRS, preparing tax docs for CPA, entering data from previous months, policy handbooks, compensation surveys and analysis, performance appraisals, and much more.

All Prices Subject to Change Based on Business Needs.


I WANT TO MANAGE MY OWN FINANCEs

For clients who prefer to manage their finance department but don’t know how to get started, we’ve got you covered!

We offer a Coaching and Set-Up Package starting at $750, which includes setting up your accounting platforms and reviewing one quarter of data saving you hours of clean-up before tax time.