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PIVOT PRICING! - SBA/Disaster Recovery
SOP.Solutions was founded on pivoting and is able to offer SPECIAL PRICING.
The SBA Compliance Package covers the PPP and/or EIDL to ensure the requirements for potential forgiveness of funds are met.
SBA Compliance Packages
Small Business - S-Corp, Partnerships, Schedule C filers $750 upfront; $250 monthly $600 upfront;$225 monthly
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Make-Ready of 2019/Q2 2020 Financials
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Review ALL transactions; Identify inconsistencies
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Reconcile bank & credit card accounts
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Identify & record asset purchases
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Record loan balances & interest expense, as necessary
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Review and reconcile payroll recorded in QB with the IRS Forms W3, 941s, 940 and TWC returns
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Confirm IF financials align to prior year tax return; Write-up difference
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Balance Sheet & Profit & Loss Year-End 2016, 2017, 2018, 2019; March 31, 2020
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Cash Flow 26-week
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Monthly service - $225/monthly through December 31, 2020
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Review all transactions; identify inconsistencies; up to 200/month
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Review and record payroll journal transactions, as available
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Identify transactions and documents for SBA compliance
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Reconcile bank & credit card accounts (1 bank; 1 credit card)
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Identify & record asset purchases. Record loan balances & interest expense
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Monthly Profit & Loss and Balance Sheet
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Self Employed Individuals/Independent Contractors/Schedule C filers Package Price $500 Package Price $350
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Make-Ready of 2019/Q2 2020 Financials
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Receive bank and credit card statements
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Download/Categorize transactions (up to 3000 transactions/annually)
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Review and reconcile payroll between IRS Forms W3, 941s, 940 and TWC returns
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Create Profit & Loss and Balance Sheet
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Required - Timely and Easy Access to ALL information, systems and decision makers.
Presumptions and must-haves:
QuickBooks-Online (QBO) system is current through June 30, 2020 - Bank and credit card transactions imported and posted.
‘View-only access’ to bank accounts is provided to review transactions back to 1/1/19.
Tax returns through 2018 have been filed
Documents Required
All bank and credit card statements.
Loan/Note Payable statements provided for December or January.
Payroll reports, as available and filed
Complete Tax returns, as filed with the IRS, for all years needing financials
Clean-up Packages
$299 Special - Reconcile & Make-Ready 2019/Q2 2020 Financials
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Review ALL transactions; Identify inconsistencies (up to 1,500 transactions/annually)
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Reconcile bank & credit card accounts (1 bank; 1 credit card)
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Identify & record asset purchases
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Record loan balances & interest expense, as necessary
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Confirm IF financials align to prior year tax return; Write-up Difference
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Balance Sheet & Profit & Loss Year-End 2016, 2017, 2018, 2019; Quarter-Ending March 31, 2020
$499 Special - Reconcile, Clean & Make-Ready 2019/Q2 2020 Financials
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In addition to the $299 Special
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Record missing/incorrect transactions - limited to 50 transactions/month
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Identify inadequate/incorrect processes. Write-up best-practice SOPs.
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Previous account reconciliations may be slightly off
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Prior year tax returns may still need to be prepared and filed
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Prepare tax data for prior year’s not filed. $499/year
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ALL transactions can be entered in Excel and categorized
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$999 Special - Reconcile, Clean & Make-Ready 2019/Q2 2020 Financials
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In addition to the $499 Special
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OK if no or limited transactions have been posted (up to 200/month)
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OK if nothing has been reconciled
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OK if current data is in QuickBooks Desktop or other accounting software
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Additional fees are probable for
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Mismanaged systems & processes
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Recurring duplicate/triplicate sales and/or payments
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Recurring credit card payments & transactions posted incorrectly
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Identifying and writing up issues with financials that not aligned to prior year tax returns
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Work required onsite
Special pricing offered as our way to support businesses and provide required financial data. In addition to the financial package specials; we are discounting other tools and programs.
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$199 - Customized 26-Week Cash Management System! (Regularly $300)
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$ 49 - Customized Admin Calendar (Regularly $150)
Let’s discuss your company’s current condition and needs.
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Business Health Assessment - through June 30; starting at $1,499! (Regularly $2,500+)
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(cannot be applied to Business Health Package)
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Business Health Packages - 7-Day FAST starting at $2,500! (Regularly $5,000+)
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Maintenance packages - as low as $200/month (Regularly $250+)