Welcome to Sapphire Bookkeeping
Choose the plan that’s right for you.
Running a business is hard enough, so let us make bookkeeping easy. We care about your business and will be there every step of the way. Sapphire Bookkeeping has your back!
Small
Business
$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks
******
$450 is the retainer fee
900 one-time cleanup fee includes:
reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
-
First payment due in 30 days
-
Includes QuickBooks Monthly Service
-
Discounted EOY Tax Preparation
-
Dedicated Bookkeeper
-
Checking & Credit 100 monthly transactions (cash basis)
-
Checking & Credit Card transactions
-
Monthly Reconciliation
-
Onboarding: 1-2 Weeks
-
Secure Upload Platform
-
Standard Financial Statements
-
Average Gross Revenue
up to $250,000+
Medium
Business
$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks
******
$575 is the retainer fee
1,150 one-time cleanup fee includes:
reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
-
First payment due in 30 days
-
Includes QuickBooks Monthly Service
-
Discounted EOY Tax Preparation
-
Dedicated Bookkeeper
-
Checking & Credit 100 monthly transactions (cash basis)
-
Checking & Credit Card transactions
-
Monthly Reconciliation
-
Onboarding: 2-3 Weeks
-
Secure Upload Platform
-
Standard Financial Statements
-
Average Gross Revenue
up to $500,000+
Large
Business
$100 Quickbooks Setup Fee
OR
Free Connection to Client Quickbooks
******
$825 is the retainer fee
1,650 one-time cleanup fee includes:
reconcile past and current year books
customized chart of accounts
connect all accounts
update all reporting
-
First payment due in 30 days
-
Includes QuickBooks Monthly Service
-
Discounted EOY Tax Preparation
-
Dedicated Bookkeeper
-
Checking & Credit 100 monthly transactions (cash basis)
-
Checking & Credit Card transactions
-
Monthly Reconciliation
-
Onboarding: 3-4 Weeks
-
Secure Upload Platform
-
Standard Financial Statements
-
Average Gross Revenue
up to $1,000,000+
A 3-month commitment is required.
A 30-day notice is needed in writing to cancel.
****PRICING IS SUBJECT TO CHANGE****
Process Overview
Scope of Work
- General Ledger Reviews
- Accounts Payables/Receivables
- Bank Reconciliation
- Credit Card Reconciliation
- Fixed Asset Managment
To Get Started
- Software Access
- Engage Client Portal
- Complete Agreements
- Complete Onboarding
What We Guarantee
- Balance Sheet
- Income Statement
- Trial Balance
- General Ledger
- Monthly Reporting/Notes
Meeting Your Needs
Your Team
Sapphire Bookkeeping has real in-house staff to organize your books. Our team reconciles, imports, balances, and provide accurate records for accurate data reporting to the client.
Reporting
Sapphire Bookkeeping has monthly robust financial reporting, and financial expense overviews. Visually, that gives a bird's eye view of attainable sights to grow your business.
Storage
Accessible monthly statements and reports to view your financial appetite. Knowing how and where to spend is important, so Sapphire Bookkeeping helps to keep you in budget.
Preparation
Want to be 'Tax Ready? Sapphire Bookkeeping is ready to prepare and file your tax documents. Get a total piece of mind with Sapphire for your bookkeeping and tax solutions.
Understanding The Basics
Any ACH, check, deposit, paycheck, vendor payment, or debit/credit card charge is a transaction. The accrual method (when a transaction happens w/out payment) or the cash method (cash is received) can affect the company’s financial/tax reporting.
Presents a summary of the company’s financial activity over a certain period of time. These reports show the company’s financial position, cash flow, and are useful for business owners, creditors, and investors. Conveying this information is key.
A balance sheet is like a financial snapshot of a company, giving you a quick look at its assets, liabilities, and shareholders’ equity at a specific moment. Think of it as a financial portrait, with one side listing what the company owns (assets) and the other side showing what it owes (liabilities and equity).
Matching the balances on your bank statement with the corresponding entries in your accounting records. Banks do make mistakes, and one of the best ways to find those mistakes is by reconciling all of your bank accounts weekly or monthly.
Cash flow pertains to the movement of money into and out of your business, encompassing both income and expenses. While the goal is to maintain a positive cash flow, conventional bookkeeping methods make it challenging to consistently monitor your cash flow.
Expenses encompass the costs incurred to sustain your business, ranging from goods sold to rent, office supplies, and payroll. These expenses are recorded on your profit-and-loss statement and can be utilized for tax deductions.
Additional Needs
Let’s collaborate so that we can also securely and confidently file taxes on time
-
Annual Federal 1099 Filing Preparation Starts at $125.00
Filings for Up to 5 Contractors – ($10 each additional contractor - does not include audit support)/ Initial, Errors, and Rejects
-
Quarterly Federal Tax Return Starts at $100.00
Per Form 941 Submission
-
Self Employment (Schedule C) Starts at $250.00
Single Member LLC, Sole Proprietor, Freelancer, Contractors
-
Corporations Starts at $600.00
C-Corp, S-Corp, LLCs, Multi-Member LLC & Partnerships
-
Tax Exempt $35.00 an hour
Nonprofit Corporation, 501(c)3 Corporation, Private Foundations, Charitable Institutions * Churches & Religious Bodies * Homeowner Association
-
Tax Extension $25.00
Nonprofit Corporation, 501(c)3 Corporation, Private Foundations, Charitable Institutions * Churches & Religious Bodies * Homeowner Association
-
ITIN Application/Renewals COMING SOON
Submit a Form W7 application to get a U.S. Federal Taxpayer ID number
-
Premium Services $100.00
Late preparations, rush requests, and extensions
-
Notarization Starts at $10.00
Additional notarization is $5