DIY Accounting Support

If you’re not quite ready for full-service accounting, we can help keep you on the right path.

We understand that you may not be ready for full-service accounting. We help you to be confident in your own bookkeeping.

Add-ons are also available to take employee paychecks and benefits off your plate.

DIY Support Packages

Consistent Coaching

If you have in-house bookkeeping
using QuickBooks Online
$ 450 Monthly
  • Financial coaching focusing on systems to help you maximize your profits and utilize your financials to grow your business.
  • Up to One monthly Coaching call (via Zoom)
  • Access to Video Library of Tutorials for QBO
  • Training and Support for QBO via Loom and email Communication Only.

Timely Training

If you have in-house bookkeeping
using QuickBooks Online
$ 125 Monthly
  • Bi-annual review
  • Access to Video Library of Tutorials for QBO
  • Support and Training via Loom and email communication only.

QBSE

If you use Quick Books Self Employed
$ 63 Monthly
  • QBSE Subscription included
  • Open Office Hours
  • Annual Review
  • Access to Video Library of Tutorials for QBSE

Add-ons

We can make it easier for you to run payroll

Payroll Support

Doing your own payroll
$ 85 + $4 per Employee Monthly
  • The occasional Payroll Tax Payments
  • Payroll Tax Returns
  • Journal Entries for Payroll (if needed)
  • Support with letters and returns both on the state and federal level
  • Includes Payroll Software subcription (SurePay or QBO)

Full-Service Payroll

We do it all
$ 150 + $3 per Employee Monthly
  • Payroll Processing
  • Online Portal
  • Direct Deposit
  • Payroll Taxes paid (No late fees- Guaranteed!)
  • Payroll Returns filed
  • W2 and 1099 Processing at year-end
We can take the entire payroll process off your hands
Help employees pay for healthcare expenses with an HRA

HRA

Protect your employees
Contact Us
  • Tax savings for you and your employees.
  • Set up a Healthcare Reimbursement Account and Reimburse your employees for their medical expenses instead of Insurance.

IRA/401K

Save for the future
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  • We work with local agents to help you save for retirement with as little as $25 down and $25 a month.
Save for retirement, even if you're a small business owner