CFO, Accounting, and Bookkeeping Services

LET US HELP WITH YOUR IN-HOUSE ACCOUNTING NEEDS

Packages

BOOKKEEPING SERVICES

(Packages Starting at $1,250/month)

Reconcile Bank accounts
Sales Tax
Post Deposits
Accounts Receivable
Accounts Payable
Payroll
Inventory Tracking
One on One work sessions

CONTROLLER SERVICES

(Packages Starting at $2,500/month)

Balance Sheet
Profit and Loss
Cash Flow Statement
Create a Budget
Produce budget to actual statements
Pro-Forma
One-on-One Work Sessions

CFO SERVICES $250/hr.

QUICKBOOKS SOFTWARE PACKAGES

Basic Package
- 50% off QuickBooks Online for 12 months
- Installation of QuickBooks Online
- Set Up Chart of Accounts
- Set up Automatic Bank Feeds
Professional Package
- 50% off QuickBooks Online for 12 months
- Installation of QuickBooks Online
- Set Up Chart of Accounts
- Set up Automatic Bank Feeds
- Half Day Staff Training of QuickBooks Online
- One Hour Follow Up Post Installation
Premier Package
- 50% off QuickBooks Online for 12 months
- Installation of QuickBooks Online
- Set Up Chart of Accounts
- Set up Automatic Bank Feeds
- Full Day Staff Training of QuickBooks Online
- Monthly One-Hour Consult for 3 Months

QUICKBOOKS PAYROLL PACKAGES

Basic Package
- 50% off QuickBooks Payroll for 12 months
- Payroll Set-Up
  - Enter employees
  - Set up payroll items
  - Establish payday frequency
  - Enter payroll tax identification numbers for both federal and state
  - Enter federal and state tax entities for tax reporting
  - Set Up Online Connections with State and Federal Tax Entities
Business Package
- 50% off QuickBooks Payroll for 12 months
- Payroll Set-Up
  - Enter employees
  - Set up payroll items
  - Establish payday frequency
  - Enter payroll tax identification numbers for both federal and state
  - Enter federal and state tax entities for tax reporting
  - Set Up Online Connections with State and Federal Tax Entities
- Two Hour Staff Training of QuickBooks Payroll
- One Hour Follow Up Post Installation
Premier Package
- 50% off QuickBooks Payroll for 12 months
- Payroll Set-Up
  - Enter employees
  - Set up payroll items
  - Establish payday frequency
  - Enter payroll tax identification numbers for both federal and state
  - Enter federal and state tax entities for tax reporting
  - Set Up Online Connections with State and Federal Tax Entities
- Half Day Staff Training of QuickBooks Payroll
- Monthly One-Hour Consult for 3 Months

QUICKBOOKS TRAINING SESSION

Half Day Training

Full Day Training

TESTIMONIALS

Balanced Outsourced Accounting helped us to get our Quickbooks Online accounts in order after several changes of bookkeepers. Working with Tiffany was easy and effective and we felt more in control of our accounting process than we had before. We chose how much of the work we would do and Tiffany tied up the loose ends and provided great support when needed.

~Steven Phillips, Ravenna Assisted Living

Working with Tiffany has given me the confidence I need to grow my business and feel like I am heading in the right direction.

~Carlos Martinez, Law Offices of Carlos E Martinez

Services