Bookkeeping Packages
Below is a list of the bookkeeping packages, but first let me share with you that we here at Bazan Business Services operate a little differently than traditional bookkeeping firms. We believe that our relationship with you is just as important as your financial data.
We are passionate about our clients and strive to set up and maintain an accounting system that will enable you and your governing body to make sound and informed financial decisions. Also, please note that we specialize in cloud-based accounting systems, specifically QuickBooks Online.
Below is an example of our different levels of bookkeeping packages...
4 Levels of Bookkeeping Packages
Do It Yourself Monthly Support Package.
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Are you unsure if you are assigning all transactions correctly?
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Have some "uncleared" transactions sitting in your bank reconciliation window each month?
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Would like to have an accountant looking at your bookkeeping each month and instructing you how to correct anything that needed to be fixed?
With this service, we will be using the same checklist we use to check our own bookkeeping each month to check your prior month's bookkeeping
We will then send you a detailed report with instructions on how to fix and/or the option to book up to * 1-hour training session with Ken.
Plus...
*Additional training hours may be purchased at $125 per hour if required
**We work exclusively and specialize in QuickBooks Online accounting software. If you are already set up or would consider using this accounting system, contact us about this service!
Team Bookkeeper Level
We work together with you on this bookkeeping package!
We provide all of the services listed above in the Do It Yourself Support Package
PLUS...
We will
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reconcile all your accounts
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generate monthly, quarterly, and annual *basic financial Statements
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pay your QBO/Aplos Subscription
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provide you with a secure dedicated Sharefile folder to share and store documents
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guarantee our services
Optional Add Ons:
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Payroll Package
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1099 Process/File
*Basic reports include: Transaction Detail by Account, Statement of Activity, Balance Sheet, and Statement of Cash Flow
**Additional training hours may be purchased at $125 per hour if required
Outsourced Bookkeeper Level
With this bookkeeping package, we do it together in real time!
We provide all of the services listed above in the Do It Yourself Support AND Team Bookkeeper packages.
PLUS...
We will
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record donations
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record deposits
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record expenses
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process receipts weekly
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create journal entries when required
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customize up to 5 reports in addition to the basic reports in the Team Bookkeeper level
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process and manage Payroll (direct deposit)
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process and file quarterly 941s and W-2/W-3s
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provide an employee portal for pay stubs and W-2s
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process and file up to 5 1099s (additional 1099s processed/filed for $15 each)
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provide unlimited email support
*Additional training hours may be purchased at $125 per hour if required
Inclusive Bookkeeper Level
We support your growth with this bookkeeping package!
We provide all of the services listed above in the Do It Yourself Support AND Team Bookkeeper AND Outsourced Bookkeeper packages.
PLUS...
We will
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track your AP (Accounts Payable)
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manage bill pay
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create and customize unlimited financial reports
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process and file up to 20 1099s (additional 1099s processed/filed for $15 each)
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unlimited emails AND phone/screen share support
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unlimited staff training
If you would like your own personalized quote on the bookkeeping packages above, please click the CONTACT ME button below and complete the short form. I will contact you as soon as possible to discuss what Bazan Business Services can do for your church or nonprofit organization!
