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Small Business Accounting Packages

Small business packages to put you in control of your business

Most Popular
Accounting
ESSENTIAL
Accounting
PLUS
Accounting
PREMIER
Advisory
Tax advisory - Strategic planning to optimize tax position
Annual
3 per year
Monthly
Email & phone support as necessary and within the scope of current services
Business advisory - Comprehensive guidance for business growth
Profit First advisory
$
$
$
Tax
Business entity federal and state income tax return prep
Business tax, property tax, annual report, franchise tax (if applicable)
Audit protection
Audit protection is designed to minimize your worry should your return be audited or should you become a victim to tax-related identity theft. With audit protection, we act on your behalf in front of state and federal agencies to fix the issue in a timely manner, with as little stress to you as possible.
Prepare and file sales tax return
Prepare and file Forms 1099
Up to 3
Management Reporting
Financial statement preparation
Annually
Monthly
Monthly
Custom reporting - Required reporting specific to parent companies, franchises, coaching programs, and more
Optional
Accounting
Reconcile bank and credit card accounts
Monthly
Monthly
Variable
Validate general ledger accuracy
Maintain fixed asset schedules and loan amortization
Precision accounting with accruals & prepayments
Technology Stack
Accounting software (QuickBooks Online)
Receipt Management (Dext)
Upload receipts, invoices and bank statements — Dext will extract the data you need and send it to your accounting software. You get accurate numbers without the manual entry.
Bill payment (BILL)
BILL is the paperless way to effectively and efficiently manage bill processing. BILL integrates seamlessly with QBO and your bank to facilitate faster payments and receivables and eliminates double-entry of transactions.
Optional
Payroll service powered by YPD
YPD is payroll designed to make your life easier — relieving you of the tedious, time-consuming payroll tasks so you can focus on what you love to do.
 

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