get 50% off first 3 months
Upgrade Membership Plan
Upgrade your plan to include bookkeeping services & more. Our experienced team can manage your business bookkeeping allowing you to save time and money.
Eco-Essentials
Upgrade your tax membership plan to cover all your business essentials.
Eco-Plus
The most popular plan includes personal & business taxes and bookkeeping services.
Eco-Elite
Our customized elite membership services provide all-in-one business solutions.
included in all-packages
Focus on what you love and get back to running your business!
QBO Set-up
Our team will help you select the best QBO software version for your business and customize any additional settings for your business and import any pertinent company files, charts, or accounts from your old software or file storage system.
Custom Chart of Accounts
The Chart of Accounts(COA) is the foundation for a company’s accounting system. Customization of your COA facilitates a business’s internal needs, as well as legal and tax reporting requirements. The COA is regularly updated as your business changes and grows.
Transaction Categorization
All your business transactions must be categorized when they are recorded in to your books. Each month your bookkeeper will ensure that all transactions are categorized correctly. This is an important step needed to identify tax deductions later on.
Monthly Reconciliation
Each month your bookkeeper reconciles all transactions to ensure they are complete and accurate. By reconciling financial statements the bookkeeper can check and identify fraudulent activity and errors.
Monthly Financial Reports
The bookkeeper will prepare key financial statements which include the company’s Profit & Loss, Balance Sheet, and Cash-flow Statement. These statements provide critical information about the company’s financial health and performance over a period.
Monthly Review Meetings
Meet with your bookkeeper monthly to review your books. Bookkeepers can explain and help you understand your financial statements and highlight important aspects of the financial data.
Dedicated Team
A dedicated bookkeeping team will tailor services to serve your current bookkeeping needs. Your team will consist of a dedicated QuickBooks ProAdvisor bookkeeper and tax accountant (CPA or EA). The tax accountant will provide oversight to ensure the quality of books.
QBO ProAdvisor
All of our accountants and bookkeepers are QuickBooks ProAdvisors. They hold special QuickBooks product certifications that help them enhance their QuickBooks and accounting practices. They will ensure that your business reaps the most out of QuickBooks.
Tax-Ready Financials
The bookkeeping team keeps you ready for a stress-free tax season. At year-end financial reports are prepared and delivered to the tax accountant to file tax returns. Giving you the peace of mind you need.
learn more about upgrade options
Outsourcing bookkeeping can save you time and money!
Contact us
Fill out the form below to learn more about upgrading your current plan. We’ll schedule a consultation.
Get a Quote
Get all your questions answered by your specialist and receive a price quote during consultation.
Upgrade
Our team will set-up up everything you need to receive additional services included in your upgraded plan.
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Frequently Asked Questions
Please fill out the form above to request more information and get all your questions answered.
Fill out the web form above to let us know you are interested. We’ll contact you and answer all your questions about upgrading your membership plan.
Eco-Essentials, Eco-Plus, and Eco-Elite membership plans all include monthly bookkeeping services. When you upgrade you will continue to have all the benefits included in your current tax membership plus all the benefits of monthly bookkeeping services.
- Dedicated QuickBooks ProAdvisor Bookkeeping team
- QuickBooks Online Account Set-up
- Customized Chart of Accounts
- Monthly Transaction Categorization
- Monthly Reconciliation of Financial Accounts
- Monthly Financial Statements
- Monthly Review Meeting with Your Bookkeeper.
- Tax- Ready Year-End Financial Reports
Your plan can be customized to include additional client advisory services such as:
- Payroll
- Bill Pay
- Accounts Payable
- Accounts Receivable
- Sales Tax
- Outsourced Controller/Virtual CFO
Yes, we can help. After your QuickBooksis fully set up your dedicated bookkeeper will help your business catch up on bookkeeping whether it’s from a few months back or a few years.