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

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Small Business - S-Corp, Partnerships, Schedule C filers $750 upfront; $250 monthly          $600 upfront;$225 monthly​

  • Make-Ready of 2019/Q2 2020 Financials

    • Review ALL transactions; Identify inconsistencies 

    • Reconcile bank & credit card accounts

    • Identify & record asset purchases

    • Record loan balances & interest expense, as necessary

    • Review and reconcile payroll recorded in QB with the IRS Forms W3, 941s, 940 and TWC returns

    • Confirm IF financials align to prior year tax return; Write-up difference

    • Balance Sheet & Profit & Loss Year-End 2016, 2017, 2018, 2019; March 31, 2020

  • Cash Flow 26-week

  • Monthly service - $225/monthly through December 31, 2020

    • Review all transactions; identify inconsistencies; up to 200/month

    • Review and record payroll journal transactions, as available

    • Identify transactions and documents for SBA compliance

    • Reconcile bank & credit card accounts (1 bank; 1 credit card)

    • Identify & record asset purchases. Record loan balances & interest expense

    • Monthly Profit & Loss and Balance Sheet

 

Self Employed Individuals/Independent Contractors/Schedule C filers Package Price $500​          Package Price $350​

  • Make-Ready of 2019/Q2 2020 Financials

    • Receive bank and credit card statements

    • Download/Categorize transactions (up to 3000 transactions/annually)

    • Review and reconcile payroll between IRS Forms W3, 941s, 940 and TWC returns

    • Create Profit & Loss and Balance Sheet

 

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 

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Clean-up Packages

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$299 Special - Reconcile & Make-Ready 2019/Q2 2020 Financials 

  • Review ALL transactions; Identify inconsistencies (up to 1,500 transactions/annually)

  • Reconcile bank & credit card accounts (1 bank; 1 credit card)

  • Identify & record asset purchases

  • Record loan balances & interest expense, as necessary

  • Confirm IF financials align to prior year tax return; Write-up Difference

  • 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 

  • In addition to the $299 Special

    • Record missing/incorrect transactions - limited to 50 transactions/month

    • Identify inadequate/incorrect processes. Write-up best-practice SOPs.

    • Previous account reconciliations may be slightly off

    • Prior year tax returns may still need to be prepared and filed 

      • Prepare tax data for prior year’s not filed. $499/year

    • ALL transactions can be entered in Excel and categorized 

 

$999 Special - Reconcile, Clean & Make-Ready 2019/Q2 2020 Financials 

  • In addition to the $499 Special

    • OK if no or limited transactions have been posted (up to 200/month)

    • OK if nothing has been reconciled

    • OK if current data is in QuickBooks Desktop or other accounting software

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Additional fees are probable for 

  • Mismanaged systems & processes

    • Recurring duplicate/triplicate sales and/or payments

    • Recurring credit card payments & transactions posted incorrectly

  • Identifying and writing up issues with financials that not aligned to prior year tax returns

  • 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.  

  • $199 - Customized 26-Week Cash Management System! (Regularly $300)

  • $ 49  - Customized Admin Calendar (Regularly $150)

   

Let’s discuss your company’s current condition and needs.

  • Business Health Assessment - through June 30; starting at $1,499! (Regularly $2,500+)

    • (cannot be applied to Business Health Package)

  • Business Health Packages - 7-Day FAST starting at $2,500! (Regularly $5,000+)

  • Maintenance packages - as low as $200/month (Regularly $250+)