Once you have signed up for one of our accounting packages, you will receive
an email with 24 hours that explains everything you need to know. This email
will also have a short question and answer form that we will need you to fill out
so we can understand your business better. We promise it is brief!

Basic Accounting Packages Bronze, Silver and Gold: Within one week of signing up for your new accounting service, you will receive an envelope from our business partners, Shoeboxed. Simply take all of your receipts and bills and stuff them into the envelope. Drop the envelope in the mail and once received, the data will be entered into your books. Completed work will be returned, with a new envelope, start the process over again. You can send up to 150 items to be scanned and data entered. We enter, check for accuracy and correctly code them into IRS approved categories. Bronze and Silver accounts, you will still need to pay all your bills and invoice your clients through your checking account, make sure you write your check number on bills so we can match. All sales items will be batched, which means that when we receive a deposit, we will not match the deposits to individual invoices, they will be shown as a batch under a category called sales. For IRS purposes, you should keep copies of all invoices. At the end of each month, you will receive detailed financial reports. Gold: We will pay up to 10 vendor payments, through our online partner Bill.com. (When we say pay, we mean we will process your vendor payments, monies for vendor payments will come out of your bank account. We are literally not going to pay your vendors with our account, there has been some confusion in this statement.)

Premiere Accounting Packages You will have the option of sending via Shoeboxed envelope or directly scanning your information and uploading through the control panel. Or a mixture of both, we leave it up to you. Based on the package you have picked, we will: Pay vendors: (When we say pay, we mean we will process your vendor payments, monies for vendor payments will come out of your bank account. We are literally not going to pay your vendors with our account, there has been some confusion in this statement.) Invoice clients: Prepare invoices from your accounting software and send to your clients via email. (Simple invoicing, overly complex invoicing can be performed, but will cost additional) Pay employees: Twice a month or biweekly payroll processing, direct deposit only, we will not prepare and send payroll checks Prepare quarterly payroll reports: We will prepare and send the prepared form back to you for filing or electronically process your federal payroll reports Prepare monthly sales tax reports: we will prepare and send the prepared form back to you for filing. Batch your deposits: We will match deposits to invoices processed