We Can Do That!

  • Bookkeeping provided from our office or in your north San Diego County office.
  • Using your QuickBooks file, whether it is a desktop version or QuickBooks Online.
  • Whether you need “just do it” bookkeeping from A – Z or a Full Charge Bookkeeper to supervise and train (you or) your staff and review your books monthly to provide accurate Financial Statements, we’ve got you covered!

Bookkeeping Plans are customized to fit YOUR needs!
Starting at $65/month

AdvantEdge Bookkeeping Packages

ESSENTIALS

starting at $195quarter
  • No more worrying about financial statements and taxes!

    Let our full-charge bookkeepers

    • Provide quarterly financial reports you can rely on
    • Produce quarterly & annual compliance filings

CHAPERONE

starting at $395mo
  • Get daily tasks done in-house by your team.

    Let our full-charge bookkeepers do the rest!

  • **Add payroll – starting at $95 / month for up to 5 employees

HANDS FREE

Call for Quote
  • Numbers not your thing? Get out of the day-to-day minutiae! Let our full-charge bookkeepers take care of everything.

     

    You are back to managing & growing your business

AdvantEdge Bookkeeping Services

We can make this really easy! Choose the package you think is right for you then contact us to get started with our complimentary initial consultation by phone or in our Oceanside office, to brainstorm and get feedback.

Our QuickBooks “checkup” – we review your file and then provide a Report of Findings and a proposal for customized services to fit your specific needs! The tasks required, frequency desired and prices are all determined by you.

WEEKLY TASKS

  • Accounts Payable transactions: Bills & Bill payments
  • Accounts Receivable transactions: Invoices & Receive payments
  • Banking transactions: Make Deposits and Check/Debit/EFT entries
    • Download to clear checking and savings transactions
  • Credit Card transactions: Record/download charges and credits
    • Download to clear CC transactions
  • Other types of accounts ie: PayPal
    • Download to clear transactions
  • Suspense Account (review / report / reclass)

BI-WEEKLY TASKS

  • Payroll if added to your package, the frequency will be determined by your company policy

MONTHLY TASKS

  • Post journal entries as needed
  • Reconcile checking and savings statements
  • Reconcile other financial accounts as needed
  • Reconcile credit card statement
  • Reconcile Balance Sheet accounts as needed
  • Process Sales Tax prepayment
  • Pay Monthly payroll tax liabilities:
    • FWT / FICA / Medi
    • SWT / SDI
  • Financial Reports

QUARTERLY TASKS

  • Process Quarterly Sales Tax Return
  • Pay Quarterly payroll tax liabilities: CA SUI & ETT
  • Pay Quarterly payroll tax liabilities: FUTA (when $500+)
  • Quarterly payroll tax reports: 941, DE9 & DE9c (DE34 as needed)
  • Quarterly Financial Analysis

YEARLY TASKS

  • Annual payroll tax reports: 940, W2’s/W3
  • Annual 1099’s and 1096 transmittal
  • Fiscal Year End Financials ready for your CPA!
Get Started Today

Get your business accounting on-track.

Give us a call to learn more about how AdvantEdge can help your business.
Get Started Today

Weekly

$95mo
  • Accounts Payable transactions: Bills & Bill payments
  • Accounts Receivable transactions: Invoices & Receive payments
  • Banking transactions: Make Deposits and Check/Debit/EFT entries
    Download to clear checking and savings transactions
  • Credit Card transactions: Record/download charges and credits
    Download to clear CC transactions
  • Other types of accounts ie: PayPal
    Download to clear transactions

  • Suspense Account (review / report / reclass)

Bi-weekly Tasks

$125mo
  • Payroll

Monthly

$195mo
  • Post journal entries as needed
    Reconcile checking and savings statements
    Reconcile other financial accounts as needed
    Reconcile credit card statement
    Reconcile Balance Sheet accounts as needed
    Process Sales Tax prepayment / return
    Pay Monthly payroll tax liabilities:
    FWT / FICA / Medi
    SWT / SDI
    Financial Reports

Quarterly

$295mo
  • Process Quarterly Sales Tax Return
    Pay Quarterly payroll tax liabilities: CA SUI & ETT
    Pay Quarterly payroll tax liabilities: FUTA (when $500+)
    Quarterly payroll tax reports: 941, DE9 & DE9c (DE34 as needed)

Yearly

$395mo
  • Annual payroll tax reports: 940, W2’s/W3
    Annual 1099’s and 1096 transmittal