Small Business Package

Helping your business flourish so you can sleep at night

Our Small Business Accounting Package is a complete solution to your day-to-day accounting troubles. We work with you to accomplish tasks such as paying bills, payroll, and preparing tax returns, all completely online. We ensure your information is secure with our advanced, cloud-based technology so you can rest easy. Our systems communicate and document in real-time, saving you hours in the day.

Our collaborative team will evaluate your needs so we can provide you with personalized services. We even make training simple by working side-by-side with your team throughout the process.

Small business packages to help your business flourish

Most Popular

ESSENTIAL

PLUS

PREMIER
Advisory
Tax planning
Business advisory
Annual
3 per year
Tailored to your needs
Profit First advisory
Optional
Optional
Optional
Tax return prep & filing
Audit protection
Email & phone support
Within 2 business days
End of next business day
End of next business day
Management Reporting
Financial statement preparation
Annually
Monthly
Monthly
Custom reporting
Optional
Accounting
Reconcile bank and credit card accounts
Monthly
Monthly
Real-Time
Validate general ledger accuracy
Maintain asset schedules & loan amortization
Prepare and file Forms 1099
Up to 3
Precision accounting with accruals & prepayments
Prepare sales tax returns
Technology Stack
Accounting software (QuickBooks)
Payroll service (YPD)
When it comes to managing employees, nothing is more important than making sure their paychecks are accurate and delivered on time. With Your Payroll Department, your business can rest easy knowing your employees’ paychecks are being handled on the industry’s leading payroll and tax engine. Our payroll and tax management system provides features, flexibility, and best practices to handle nearly every type of payroll, regardless of complexity or uniqueness.
Receipt management (Dext)
Upload receipts, invoices and bank statements, and Dext will extract the data you need and sends it to your accounting software. You get accurate numbers without the manual entry.
Optional
Optional
Bill payment (BILL)
BILL is the paperless way to effectively and efficiently manage bill processing whether bills are paid via paper check or ACH. For extra security, you can set up approvals before bills are paid. Bill.com integrates seamlessly with QBO and your bank to facilitate faster payments and receivables and eliminates double-entry of transactions.
Optional
 

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