FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Bookkeeping Services * Monthly $200 / Quarterly $600 ? Input all transactions for up to 2 bank accounts and / or credit card accounts. ? Reconcile up to 2 bank accounts and /or credit card accounts. ? Make any adjusting entries needed. ? Provide Balance Sheet, Profit & Loss and any other reports needed. Add $50 for each additional bank or credit card account. Accounts Payable Services * Monthly $150 (does not include cost of forms, envelopes, postage, etc.) ? Maintain vendor records. ? Enter bills into QuickBooks. ? Prepare checks for you to print / or pay through your banks online bill pay. ? Prepare Form 1099 Misc at year end. Accounts Receivable Services * Monthly $250 ? Maintain customer records. ? Enter invoices to be emailed and /or mailed. ? Mail invoices. ? Process statements to be emailed and / or mailed. ? Mail statements. ? Process sales tax return. Add $.75 for each invoice or statement mailed. Payroll Services (Direct Deposit only) * Monthly $65 for up to 10 employees $1.50 each additional employee ? Maintain employee records. ? Process weekly / bi-weekly / semi-monthly / monthly payroll. ? Provide pay stubs for distribution to employees. ? Provide summary and / or detailed payroll reports. ? Prepare 941 deposits with instructions on how and when to pay. ? Prepare all monthly and quarterly federal, state and local payroll returns (additional fee). ? Provide instructions on how and when to pay payroll taxes and where to file returns. ? Prepare all year end reporting includes W2s and annual reconciliation returns (additional fee). Year End Bookkeeping * $2400 for up to 2 bank accounts and / or credit card accounts. $150 for each additional bank or credit card account. ? Enter all transactions for the entire year. ? Reconcile all bank and credit card accounts. ? Make all general journal entries. ? Provide reports needed for your tax preparer. QuickBooks Online Subscription New clients can save 30% on their QuickBooks Online subscription through Wilson Accounting Services, LLC. Call and ask for details. QuickBooks Training / Support $45 per hour. Other Services Not Listed Call for pricing. Payment Terms Payment for monthly and quarterly services are due upon receipt of invoice. A 50% deposit for annual bookkeeping is due before work is begun, balance due upon completion and delivery of work. Payment for all other services is due at the time of the service. All invoices will be emailed. All payments thirty (30) days past due will be subject to a 10% late fee. *Pricing may vary depending on the complexity of the work and/or large volume of transactions. Tax Services: Individual tax returns $25 - $300 depending on complexity of return. The average fee is $75. Business returns $150 - $1500 depending on complexity of return.
- What education and/or training do you have that relates to your work?
I do a minimum of 20 continuing education credits in accounting and tax every year.
- What types of customers have you worked with?
The most common types of jobs I do for my clients are monthly bookkeeping, tax returns, and bringing clients' books up to date and preparing information for tax returns when clients have fallen far behind.