Virtual Accountant
Quickbooks Online and Full Online payroll features only included in Weekly and Daily plans
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- PAYROLL EXPERIENCE: Our firm has DAILY experience in doing payroll since 2006. In addition to running the actual payroll and ability to fill out all 941, 940, DE9, DE9C, rules on deferred compensation… and all relevant filing, calculations, penalties for not being in compliance… Have knowledge of the Cares Acts Employee Retention Credits,, Deferred payroll taxes under Trump, Covid rules for Paid Family Leave and Sick Pay and calculations of the credits on 941… Also have knowledge of Paycheck Protection Plan PPP calculations and PPP forgiveness rules and calculations of form 5805 is necessary. Experience in logging in on EDD website and doing all the filings or amendments or review of the accounts to make sure are in compliance. And much more… Experience with logging in on SSA website and making filings or amendments as necessary.
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- Accounting Experience: I have 28 years of experience accounting and I am astute in all The ins-and-outs of the accounting business.
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- Efficiency is my modo. Through the use of technology, I can minimize the time it takes to do the bookkeeping job to less than half the time it usually takes to do the same job manually.
Pricing
| Quarterly | Monthly | Weekly | Daily | ||
| Monthly Fee | $125 work performed Quarterly |
$155 work performed Monthly |
$300 work performed Weekly |
$800 work performed Daily |
Additional $50 (with any bookkeeping service) |
| Quarterly | Monthly | Weekly | Daily | |
| Monthly Transactions Limit | 40 | 60 | 150 | 400 |
Features
| Quarterly | Monthly | Weekly | Daily | ||
| States | All 50 States | All 50 States | All 50 States | All 50 States | All 50 States |
| CPA Supervises Bookkeeper’s Work | Monthly | Monthly | Weekly | Daily | Monthly |
Financial Statements & Other Functions
| Quarterly | Monthly | Weekly | Daily | ||
| Income Statement | Yes | Yes | Yes | Yes | Yes Break Even / Profitability Analysis… |
| Balance Sheet & G/L | Yes | Yes | Yes | Yes | Yes |
| Payroll – Direct Deposit, Electronic Tax Payment & Filing (R) | $30 / month extra | $30 / month extra | $30 / month extra | Included | |
| Quickbooks Online (R) Included | Call for details | Call | Call | Yes | |
| Optional – Other Online Accounting Software available | $15 | $15 | $15 | ||
| A/P tracking & Bill Payment | Yes | Yes | |||
| A/P – Call Vendors if problems | No | No | No | Yes – 3 hours Per Month | |
| A/R tracking: Send Invoices, Record Payments Received, Send Overdue Statements |
No | No | No | Yes | |
| Send Invoices, Record Payments Received, Send Overdue Statements | No | No | No | Yes | |
| A/R – Call Delinquent clients and demand payment | No | No | No | Yes – 3 hours Per month |
Quarterly Phone Appointment
| Quarterly | Monthly | Weekly | Daily | Class Consulting |
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| Financial Setup of Company | Yes | Yes | |||
| Cost & Profit Structure | Yes | Yes | |||
| Entity Structure | Yes | Yes | |||
| Liquidity Structure | Yes | Yes | |||
| Allocation of Cost | Yes | Yes | |||
| Financial Well-Being | Yes | Yes | |||
| Taking Deductions | Yes | Yes | |||
| Future Tax Problems | Yes | Yes | |||
| How to Avoid IRS Audits | Yes | Yes | |||
| Tax Projection (Create Pro-active Plan) | Yes | Yes |
One-on-One Review of your Financial Statements
| Quarterly | Monthly | Weekly | Daily | Class Consulting |
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| Business Analysis | Yes | Yes | |||
| Statement Interpretation | Yes | Yes |
Open Questions and Answers Period
| Quarterly | Monthly | Weekly | Daily | Class Consulting |
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| Financial Questions | Yes | Yes | |||
| Business Valuation | Yes | Yes | |||
| Insurance Needs | Yes | Yes | |||
| Lease/Buy Analysis | Yes | Yes | |||
| Business Structure (LLC and Corp.) | Yes | Yes | |||
| Preparation of Monthly Sale Tax | Yes | Yes | |||
| Preparation for 1099-Misc. Form | Yes | Yes | |||
| Preparation for Business License | Yes | Yes |
All Work Supervised by a CPA
Our CPA will review your work and make sure that everything is in good orders
4 Easy Steps
1) Register a plan that best suits you.
2) Receive registration confirmation with instructions via email.
3) Forward information to us via US mail or DEDICATED Local Fax Number assigned to you.
4) Receiving financial report by mail within 15 business days (typically 10 days).
Aditional Option:
Payroll Processing $10 Per Payroll Process (First 30-Day Free)