|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
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
|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
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