Pricing
Bookkeeper in a box
| Description | Frequency | Basic | Plus | Complete |
| Account List 1 | Monthly | ✔ | ✔ | ✔ |
| Financial Accounts 2 | Monthly | ✔ 4 Included | ✔ 6 Included | ✔ 12 (Max) 3 |
| General Ledger Management | Monthly | ✔ | ✔ | ✔ |
| A/R - Enter & Send Invoices 4 | Weekly | ✔ | ||
| A/R -Record Invoice Payments-Checks/ACH's/CC Payments 5 | Weekly | ✔ | ||
| A/P - Enter Vendor bills & generate Bills Reports | Weekly | ✔ | ||
| A/P - Process approved Bill Payments: checks/eft or ach 6 | Weekly | ✔ | ||
| A/P - Process, Pay & File Sales Tax Returns | Monthly | ✔ | ✔ | |
| Loan Management (Amortization, Interest Tracking, Payments) | Montly | ✔ | ✔ | |
| P/R-Process payroll & electronic tax payments, by dept. 7 | w/b/s/m 8 | ✔ | ||
| Customer Relation Management (CRM)*** | Daily | ✔ | ✔ | ✔ |
| Pricing by Business Revenue | ||||
| $0 - $250,000 | Weekly | $ 40.00 | $ 70.00 8 | $ 150.00 8 |
| $250,000 - $500,000 | Weekly | $ 55.00 | $ 90.00 8 | $ 200.00 8 |
| $500,000 - $2,000,000 | Weekly | $ 75.00 | $ 110.00 8 | $ 250.00 8 |
| Notes | |
| *Limited time offer. Prices subject to change with 30 days' notice, after initial period. Cannot be combined with other offers. | |
| 1 TBO will use a standardized account list. | |
| 2 We provide a simple to use list to describe your transactions. | |
| 3 We will enter based on past entries & provide a list of any questions to you. | |
| 4 Invoice information from your POS system or other information. | |
| 5 We need to know where the payment belong (to which invoice, etc.). | |
| 6 We will make payments for you or prepare checks to be mailed. | |
| 7 We can help you setup what departments and/or classes should be. | |
| 8 Discount Packages available for combining two or three services. Please call for discount code. |
Accountant in a Box
| Description | Frequency | Basic1 | Plus | Complete |
| Account Reconciliation | Monthly | ✔ 4 included | ✔ 6 included | ✔ 12 (Max) |
| Profit and Loss Statement | Monthly | ✔ | ✔ | ✔ |
| Balance Sheet Report (Complete) | Monthly | ✔ | ✔ | ✔ |
| Balance to Federal Tax Return-Avoids Audit issues | Annual | ✔ | ✔ | ✔ |
| Fixed Asset Tracking | Manual | ✔ | ✔ | ✔ |
| Cash Flow Statement | Monthly | ✔ | ✔ | ✔ |
| A/P - File & Pay Sales Tax Return** | Monthly | $ 50.00 | $ 35.00 | ✔ |
| A/R - Collection Report Review | Monthly | ✔ | ✔ | |
| 1099 Preparation Reports | Anually | $ 15.75 3 | $ 10.50 3 | ✔ 50 (Max) |
| 1096/1099 Printing & Mailing | Annually | $ 5.50 Each | $ 4.00 Each | ✔ 50 (Max) |
| Other industry specific reports or Accounting Projects | Custom | ✔ | ||
| Customer Relation Management (CRM)*** | Daily | ✔ | ✔ | ✔ |
| Pricing by Business Revenue | ||||
| $0 - $250,000 | Weekly | $ 40.00 | $ 70.00 2 | $ 150.00 2 |
| $250,000 - $500,000 | Weekly | $ 55.00 | $ 90.00 2 | $ 200.00 2 |
| $500,000 - $2,000,000 | Weekly | $ 75.00 | $ 110.00 2 | $ 250.00 2 |
| Notes |
| * Limited time offer. Prices subject to change with 30 days' notice, after initial period. Cannot be combined with other offers. |
| ** Individually Priced |
| *** Your choice of QuickBooks Online Plus or Xero Accounting Standard |
| 1 This is an add on to Bookkeeper in a Box, Basic |
| 2 Discount Packages available for combining two or three services. Please call for discount code. |
| 3 Fee based on annual subscription |
Payroll in a Box
| Description | Basic | Plus | Complete |
| Process payroll (Weekly, Bi-Weekly, Semi-Monthly, Monthly) | ✔ | ✔ | ✔ |
| Set Up Payroll Company & Enter All Employees | ✔ | ✔ | ✔ |
| Create Classes and / or Departments | ✔ | ||
| Apply for Workers Compensation, if needed | ✔ | ✔ | |
| Administer W/C (ie: Monthly Audits, etc.) | ✔ | ||
| Apply for State Unemployment, if needed | ✔ | ||
| Set Up Garnishment Deductions | $10.00 Each 3 | $5.00 Each 3 | ✔ 3 |
| Set Up Additional Tax Locales (IE: more than one state that collects taxes) | $25.00 Each 3 | $15.00 Each 3 | ✔ |
| Human Resource Services | Basic | Expanded | Complete |
| Safety & Drug Program Discounts | ✔ | ✔ | |
| Help with Hiring / Application Process | ✔ | ||
| Add, Delete,& Change Employee Info 1 | $5.00 Each 3 | ✔ | ✔ |
| Electronic or Manual 941 Payment (Monthly or Bi-Weekly) | ✔ | ✔ | ✔ |
| Electronic or Manual SUTA Payment preparation, as needed | ✔ | ✔ | ✔ |
| Direct Deposit Set Up | ✔ | ✔ | ✔ |
| Manual Check Setup | ✔ | ✔ | |
| Quarterly 941 Tax Returns | ✔ | ✔ | ✔ |
| Quarterly SUTA Tax Returns | ✔ | ✔ | ✔ |
| Annual 940 Tax Return | ✔ | ✔ | ✔ |
| W2 Preparation | $5.00 Each 3 | $2.50 Each 3 | ✔ |
| 1099 Preparation Reports - Annually | $15.75 3 | $10.50 3 | ✔ |
| 1096/1099 Printing & Mailing | $5.50 Each 3 | $4.00 Each 3 | ✔ 50 (Max) 3 |
| Pricing by Weekly Payroll: Based on up to 10 Employees (Additional employees, add $2.00 per week) |
$30.00 4 | $40.00 2 | $50.00 2 |
| Notes |
| * Limited time offer. Prices subject to change with 30 days' notice, after initial period. Cannot be combined with other offers. |
| 1 After initial setup. Changes to Status, Banking, Address, etc. |
| 2 Discount Packages available for combining two or three services. Please call for discount code. |
| 3 Fee based on annual subscription |
