Outsourced Bookkeeper
This package is perfect for our small business owners that are working to scale their business. MELVILLE USA will ensure precision with recording and categorizing transactions and we will provide monthly financial statements.
Collaborative Bookkeeper
This package is fully customized to fit our small business owners that are looking for payroll assistance, accounts receivable and accounts payable assistance, monthly strategy sessions, and expert tax advice. Of course, MELVILLE USA will provide monthly financial statements with expert advice for the path forward.
Strategic Accountant
This package creates a partnership with your business to ensure you have a seasoned veteran who you like and trust. MELVILLE USA will become a team member who knows your business and can help hold you accountable as you work to reach clearly-defined goals. MELVILLE USA will help your business cut unnecessary expenses, deploy cash efficiently and find opportunities for greater production or expansion. With our help, your business will be in a position to step ahead of the other organizations in your niche.
Additional Pricing Services
Monthly Checkup
· All transactions recorded by client in accounting software. (MELVILLE USA currently supports QuickBooks)
· You will provide MELVILLE USA access via online log in, remote access, or Accountant's Copy.
· Review of transaction entries (up to 75 per month)
· Recommendations given of adjusting entries (re-categorization, etc)
· May be performed monthly or quarterly (Quarterly price = Monthly x 3)
· Client responsible for any accounting software subscription fees
Payroll Processing - Starting at
· You may add payroll processing to any package or use as a stand-alone service.
· Pricing tiers (regardless of frequency):
· 1-5 Employees - $110.00 per month as a stand-alone service
· Add employees in blocks of 5 for $20.00 per block
Includes all payroll tax payments and reporting, as well as year-end W2 processing
· Important Note: I work with Gusto processing company and all payroll taxes are
collected from your account at the time of processing.
1099 Preparation
Minimum of $50 (includes up to 5 forms). Each additional form is $20. This includes the cost of e-filing (the only way MELVILLE USA will prepare 1099s). Any 1099 information provided after January 25th will incur an additional $150 rush fee.
Client must provide all vendor information:
Name/Business name
Address
Social Security/EIN #
Amount paid for services
Any taxes withheld
We will also need the legal information for your business (legal business name, business address, and EIN).
*NOTE: It is up to the business owner to understand the requirements of when to issue a 1099. I cannot make that determination for you. I will only file based on the information you provide, and you attest that it is correct to the best of your knowledge.
QuickBooks Setup Package -
· Pricing includes 2 hour training - (one on one with MELVILLE USA).
· Pricing dependent on size of company and amount of historical data to transfer,
as well as previous accounting methods used.
· Set up of QuickBooks file for your company - no ongoing monthly commitment, or may
be added to a package above
· Migration of data from other bookkeeping source
· Customization of all transaction lists and chart of accounts
· Connect to your bank accounts (if supported by your bank)
· Customization of invoices and statements with logo
· Set up employees
· Online training resources provided upon request
QuickBooks Tune-Up Package -
Whether you are handling your own QuickBooks or have an employee who processes entries for you, having a quarterly or semi-annual tune-up can save you time and money at tax time. We will review reports for accuracy, make sure your chart of accounts is still producing useful information for you, and check to see if any transactions need to be reclassified. We will verify all account balances (checking, savings, loans, credit cards), and be sure all fixed asset purchases are properly recorded. We can also set up custom reports for your business at this time.