We strongly believe in providing FIXED PRICING based on specific outcomes and results expected by our clients. However, at times HOURLY rates and base fees for monthly services are warranted. As a result, the following is a representation of how our prices are structured. Please do not hesitate to call us to request a “fixed-rate” for your specific project. We may charge an hourly fee for any discovery consultations required in order to provide a fixed-rate price (credited towards the project cost)
QuickBooks Training (Including Consulting and/or Support) Services
- Remote Access (and Phone) QuickBooks Training/Support $275 to $550 per session, depending on time and season (live with the customer, prices vary during tax season).
- Onsite (at your office one-on-one or multiple staff members) QuickBooks/Excel/Accounting Training $900 half-day or $1,500 Full-day (live with the customer, prices vary during tax season ).
Monthly Accounting/Bookkeeping Services
Start-up Package
Starting at $1,000 Monthly
- Based on QuickBooks Online Simple Start or Essentials (subscription paid by client)
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Monthly Financial Reports and Customized Reports for analysis.
- Adjustments, Reclassifications and monthly closing of accounting/Books.
- Semi-annual Revision with company owners.
- Advise on how to use and sync third-party apps with the software if needed.
Premium Package
Starting at $2,500 Monthly
- Based on QuickBooks Online Plus (subscription paid by client) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
- Customer invoicing assistance.
- Recurring customer invoicing assistance.
- Bill and Bill Payment Assistance.
- Monthly Bank Reconciliations.
- Monthly Credit Card Reconciliations.
- Assistance on how to handle Job Costing and Classes.
- Monthly Financial Reports and Customized Reports for analysis.
- Accounting Adjustments, Reclassifications and Monthly closing of Books.
- Quarterly Revision of Financial Statements with Owners and Managers
- Training on how to use specific features of the software.
- Advise on how to use and sync third-party apps with the software if needed.
Strategic Package
Starting at $4,500 Monthly
- Based on Online Plus (subscription paid by client) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
- Everything on Premium Level plus:
- Payroll assistance on payments and form filings (941, 940 and RT-6).
- Create and send 1099/1096 to Independent contractors and IRS.
- Accounts Receivables Analysis. (Only when invoiced through QuickBooks)
- Accounts Payable Analysis. (Only when using the bill feature in QuickBooks).
- Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
- Unlimited Support and training for owners/Staff.
- Monthly Revision with company owners Onsite, Remote and/or at our office.
- Sales Tax Form Preparation
- Unlimited Q&A to our Firm for any type of tax consultation and planning.
Optional/ Additional Services:
- Payroll up to 3 employees, included initial setup and training on how to run payroll. – $295 per quarter (Included with Strategic Accounting Level)
- Income Tax Preparation
- Hourly consulting, business planning, process reengineering, and additional staff training
Enjoy
the ride.
Company
Services
- Tax Resolution
- Tax Preparation
- Accounting
- Financial Planning
- Estate Planning
- Entity Formation
- Investment Coaching
Locations
Silicon Valley
84 W. Santa Clara St., Ste 700
San Jose, CA
Sacramento
Appointment Only
Copyright All rights Reserved. Financial Dream Team, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Financial Dream Team, USA, LLC is a registered business in Califronia. Provided content is for informational purposes only.