Bookkeeping Service Plans

Silver Action Plan

Step 1

After you’ve purchased the recommended version, SBA installs the software for you.

Step 2

SBA completes customized set up for you including:

  • Chart of Accounts
  • Lists
    – Vendors
    – Customers
    – Items for specific services, products and fees
    – Classes for specific types of sales and costs at multiple levels
  • Invoice template

Step 3

Conduct “how to” training in three 3-hour sessions

  • Complete data entry according to the Chart of Accounts
  • Write checks/pay credit cards
  • Invoice clients
  • Receive payments against client/customer Invoices
  • Batch payments for deposit
  • Enter credit card transactions
  • Reconcile bank, credit cards and line of credit
  • Run month-end reports
Contact us to learn more and schedule your 30-minute FREE consultation.

Gold Action Plan

This plan is great for small businesses or non-profit organizations that want to keep their bookkeeping in-house but also want monthly support to be sure you’re bookkeeping is accurate and your reports are informative to know where and how you can grow. The Gold Action Plan includes the best foundation and training (See Silver Plan) PLUS ONGOING SUPPORT for your in-house bookkeeping and financial reporting needs. With the Gold Action Plan you continue to do your monthly data entry AND THEN you receive this additional support:

  • Monthly review of data file via Internet
  • Additional training when needed via Internet
  • Questions answered via e-mail
  • Phone calls of less than 15 minutes included
  • One 45 minute phone conversation per month for review session


Contact us to learn more and schedule your 30-minute FREE consultation.

Platinum Action Plan

This plan is for businesses and organizations experiencing growth and your bookkeeping needs to be managed by a team of trusted experts. This surprisingly affordable option will allow you to completely focus on your growth and revenue generation.

With the Platinum Action Plan, our clients experience all foundational and support benefits included in the Gold Action Plan with one big time saving feature: you no longer need to do your own data entry or run your own reports!

Once we’ve set up your private and secure online folder, all you need to do is send us your bank statements, credit card statements and any other documents (as required) for us to manage your bookkeeping.

In order for you to receive reports and financial information that you require, we’ll complete a specialized and customized set up in QuickBooks to fit your business or organizational needs. Then we’ll complete all the data entry and generate reports to be delivered to you on a bi-monthly or monthly basis. As needed, we will provide training so that you understand your reports and get the most financial insight from them.

Plan Overview and Comparison

Client Services

Recommended QB version to purchase

No purchase necessary

QB Installation

Customized set up for Chart of Accounts, Lists and Invoice Template

“How-To” Training

All bookkeeping is done for you.

Additional training

All bookkeeping is done for you.

Monthly review of data files via Internet

Support via e-mail and phone

Monthly consultation

Data entry and report generation