STM understands that your business can suddenly grow and you need to hand off more of the accounting work so you can focus on your clients and your marketing. STM’s Level III Package includes all the features of the Level I and Level II, but adds the following tools to help you take more off your accounting plate.
Level III – Gold Package $499.95 per month
1. Access Your QuickBooks files online!
Process client invoices and email
2. Access your accountant via email or phone!
3. 30 minutes per month financial discussion with your Accountant!
4. 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.
5. Your choice on one of our specialized Industry Chart of Accounts! Or, if yours is already established, we will simply upload and use that file!
6. We will create and send 45 invoices via email to your clients
7. We will itemize deposits for 45 invoice transactions in your financials
8. STM will reconcile three credit card accounts and two bank accounts monthly.
9. STM will provide payroll services for 15 employees – all within same state
Once a month, bi-monthly or bi-weekly, your choice
Checks can be direct deposited or we will process payroll checks for you.
STM will process quarterly and annual payroll compliance. (Client is responsible for paying all tax liabilities. We will process all paperwork)
10. STM will prepare your monthly sales tax reports for one state and one city. You may add additional states and cities for $35 per month per report.
11. You will receive the following financial reports monthly:
Profit & Loss Statement
Income & Expense Graph
Accounts Payable Report
Accounts Receivable Report
12. Take advantage of deep discounts (20% or more) on year-end tax services!