Bookkeeping Services – Bronze Package

STM’s startup accounting package is the perfect fit for the starting business venture. You want to make sure you are in compliance with IRS standards, but more importantly, you want to focus on growth, not paperwork. STM can do both, and as you grow, we can grow with you, adding additional services as you need them.

Let Strategic Tax Managment help you go from the garage to the high rise, and not break your budget! You continue to pay your bills and invoicing your clients, we do all the data entry and financials.

Level I – Bronze Package     $149.95 per month

With the Bronze Package you do not have direct access to you accounting files. You will need to pay your bills via your checking or online account, and invoice your clients. The Bronze Package gives you freedom in knowing that the financial data you process is being coded correctly and prepped for tax advantages later in the year. If you want access to your QuickBooks files online, look at our Level II Package. For a few dollars more, you have complete access to your financials 24/7/365 from anywhere you can get an Internet connection.

1. Getting your data to STM
You will receive an envelope or a box when you sign up. Take your business receipts, vendor bills and invoices, bank statement and credit card statements, place them in the envelope (postage is already paid) and send them to us or if you received a box we will pick the box up monthly. All your receipts will be returned to you with another self addressed, postage paid return envelope ready for the next month. Or you can email your scanned material to use and receive an additional discount.
2. STM will code your receipts, bills, deposits, expenses and invoices into a standard chart of accounts approved by the IRS.
3. All deposits will be batch processed and placed under Sales.
4. STM will reconcile one credit card account and two bank accounts monthly.
5. You will receive the following financial reports monthly:
Profit & Loss Statement
Balance Sheet
Income & Expense Graph
Bank Reconciliations
6. Your accounting questions will be answered via email by your assigned accountant. Emailed questions will be answered within 48 hours.
7. Take advantage of deep discounts (10% or more) on yearend tax services!