Skipper Legacy Bookkeeping and Notary
Bookkeeping and Notary Services for Small Businesses and Households
Affordable Solutions to Meet Your Bookkeeping Needs
No Long Term Contracts
| ESSENTIAL LEDGER PLAN | GROWTH ADVANTAGE PLAN | PROFIT MASTER PLAN | ELITE FINANCIAL PLAN | LEGACY CFO PLAN |
Plan Features | $175 Monthly/ Billed Quarterly | $425 Monthly | $840 Monthly | $1650 Monthly | $2380 Monthly |
Quarterly Bookkeeping Full Report Package | Monthly Bookkeeping Full Report Package | Weekly Bookkeeping Custom Report Package | Daily Bookkeeping Custom Report Package | Daily Bookkeeping Custom Report Package | |
Expert Bookkeeping Services | X | X | X | X | X |
Accounting Basis | Cash | Cash | Cash/Accrual | Cash/Accrual | Cash/Accrual |
Account Reconciliation Frequency | Quarterly | Monthly | Weekly | Daily | Daily |
Number of Transactions | 100 or Fewer Quarterly | Unlimited | Unlimited | Unlimited | Unlimited |
Accounts | Up to 3 | Up to 3 | Up to 4 | Up to 5 | Up to 5 |
AP/AR Management | X | X | X | ||
Number of Vendor Bills | Up to 40 | Up to 80 | Up to 200 | ||
Bill Pay Frequency | Twice Monthly | Weekly | Weekly | ||
1099 Filings | x | x | x | ||
Payroll Management | Bi-Monthly Up to 25 Employees | Bi-Monthly Up to 25 Employees | |||
Receipt Management | x | x | x | ||
Assistance Via Email or Text | x | x | x | x | x |
Unlimited Assistance Phone Calls | x | x | |||
Unlimited Document Storage | x | x | x | x | x |
Inventory Management with Software Intergration | $399+ | $399+ | $399+ | $399+ | $399+ |
Quickbooks (or leading software) Intial Setup | $1050 | $1450 | $1650 | $1850 | $2250 |
Addon - Invoicing & Receivables | On Demand $75 an Hour | On Demand $75 an Hour | Included | Included | Included |
Addon - Vendor Billing for each set of 40 over initial | $250 | $250 | $80 | $80 | $80 |
Addon - Additional Accounts | $115 Per Month Account | $115 Per Month Account | $85 Per Month Account | $85 Per Month Account | $85 Per Month Account |
HR Assistance | $30 an Hour | $30 an Hour | $30 an Hour | Included | Included |
General Notary Services | $3 Per Stamp/ Signature | $3 Per Stamp/ Signature | 10 a Month Included | 10 a Month Included | Unlimited |
Internal Controls & Fraud Protection | Custom Pricing | Custom Pricing | Custom Pricing | Included | Included |
Loan & Investor Readiness | Custom Pricing | Custom Pricing | Custom Pricing | Inlcuded | Inlcuded |
Simple Financial Forcasting & Budgeting | Custom Pricing | Custom Pricing | Custom Pricing | Included | Included |
Add-on: Vitrual Assistant | Custom Pricing | Custom Pricing | Custom Pricing | Custom Pricing | Custom Pricing |
Up to 3
X
Disclaimer:
Please note that while Skipper Legacy Bookkeeping provides essential bookkeeping services, we are not licensed Certified Public Accountants (CPAs). As such, we cannot perform certain tasks that are legally reserved for CPAs, such as:
Conducting audits or reviews of financial statements
Offering formal tax advice or preparing complex tax returns
Representing clients in front of the IRS for tax matters
Providing legal or complex financial consulting services
For these specialized services, we recommend consulting with a licensed CPA or tax professional. We work closely with trusted CPAs and other financial experts to ensure your business receives comprehensive financial support.
Skipper Legacy Bookkeeing is insured, bonded and background checked.
