A La Carte Services

Bank reconciliation helps organizations maintain their financial health by verifying that all records and statements are accurate.

Includes:

• Month to month bank and/or credit card reconciliation(s).

• Reconciliation Report

It's time to create a budget for yourself. A good budget is the difference between having an emergency fund, increased savings, or money to invest -- and living paycheck to paycheck. We will take into account the lifestyle that you want to lead, with the income and resources you have to assist you in achieving this lifestyle. Let's get started!

Includes:

- Spending Analysis

- Basic Budget Assessment

- Income / Stream Assessment

- Expenditure Assessment

We will make sure that your business credit is off to a good start.

Setup Includes:

- Open (2) Net 30, 60 or 90 Accounts

- Vendor Profile Setup

- Initial Order Placement and Tracking

- Obtain Dun & Bradstreet Number

- Update Dun & Bradstreet Profile

This Service Includes:

- Registration with Secretary of State

- EIN Registration

- Dun & Bradstreet Registration

- Linking Address

- Telephone

- (1) Tier 1 Net 30 Account

No matter how you choose to run payroll, the setup is standard. We will gather the information needed to provide federal and local authorities pertinent information about your business and employees.

Setup includes:

- Attaching Company EIN

- Importing Employee Documents

- Setting up Pay Period Schedule

- Connecting Payroll Account

- Setting up Payroll Taxes

- Confirm & Report New Hires

- Review Form 8655 (Reporting Agent Authorization Form)

Setup Does NOT Include:

- Workers' Compensation Setup or Business Insurance.

To get you off to a good start, we will run your first payroll and/or walk you through running your first payroll.

AP Elite will setup your QuickBooks Software and complete the following task:

- Bank Account Connectional (optional)

- Chart of Accounts

- Vendor Setup

- Contractor Import/Setup

- Employee Import/Setup

- Receipt Portal Setup