Hart & Associates
  • Home
  • Why Us?
    • Reviews
    • Open Positions
  • Client Services
  • Resources
    • Save on QBO Subscriptions!
    • Tax Refund Status
    • Gusto Year End Checklist
    • Videos >
      • Business Taxes >
        • 2019 Business Tax Highlights
        • 7 Ways Small Business Can Save On Tax
        • Taxes for S-Corp Owners
        • The IRS Loves Businesses
      • Personal Taxes >
        • 2019 Tax Highlights
        • Five Yearly Tax Essentials
        • 4 Common Tax Surprises
        • Retirement Can Be Taxing
        • Advance Child Tax Credit Reconciliation - 2022
        • Make the Most of Your Donations
        • Five Great Tax Secrets
        • Renting Your Property Tax Free
        • Ideas to Audit-Proof Your Tax Return
      • The Tax Cuts & Jobs Act >
        • The Tax Cuts & Jobs Act: What You Need to Do Now
        • The Tax Cuts & Jobs Act: Are Itemized Deductions A Thing of the Past?
        • The Tax Cuts & Jobs Act: The New Child Care Tax Credit
      • Tax Topics >
        • Tax Season is Coming!
        • The New World of Deductions: What Everyone Needs to Know
        • Proving Your Deductions
        • How to Fix a Mistake on Your Tax Return
        • How Long Should I Save It?
        • Tax Credit vs Tax Deduction
        • Understanding Effective Tax Rate
        • Understanding Marginal Tax Rate
      • Life Events >
        • Life Events: A New Birth
        • Life Events: Marriage
        • Life Events: Divorce
    • Articles >
      • Accounting & Bookkeeping >
        • How to Get the Most Out of Your Accounting Fees
        • The 10 Biggest Money Leaks in Your Accounting System
      • Business Factors >
        • IRS Rules for Classifying Workers
        • Checklist for a Healthy Cash Flow
        • 12 Ways to Improve Your Business Profits
        • 10 Step Annual Business Check-Up
      • Tax Topics >
        • Tax Guide for Self-Employeds
        • 15 Things Every Tax Payer Should Know
        • Disaster Casualty Losses
        • Travel & Entertainment Deductions
        • Tax Guide - A Deduction Checklist
        • What You Should Know About Tax Audits
    • Newsletters >
      • Newsletters - Monthly Editions >
        • Newsletter - Monthly Edition
      • Newsletters - Quarterly Editions >
        • Newsletter - 2019 Fall/Winter
        • Newsletter - 2019 Spring/Summer
    • How To's >
      • How To - Dext
      • How To - BILL
  • Blog
  • Appointments
    • Client Consultations

Monthly Services

At Hart & Associates, your goals and needs shape our work. Through the formation of a supportive partnership, you are free to focus on growing your businesses and engaging your strengths.

Tools used include:
  • Cloud-based accounting software
  • Receipt and document management software
  • Online accounts payable software with review and approval functionality
  • Secure email (as needed)
  • Cloud-based storage systems

Preferred Package:

Schedule Consultation
Our Preferred Package is a complete solution for businesses looking to outsource their accounting needs. This package is our most comprehensive package and includes:
​
  • Bank and credit card feeds updated weekly* (requires QBO compatible financial institution**)
  • Monthly reconciliations for bank and credit card accounts 
  • Accounts Payable - vendor payments processed weekly via online accounts payable software - includes bill entry, approvals and payment processing 
  • Accounts Receivable - client invoicing and application of client payments received
  • Weekly Accounts Payable and Accounts Receivables reports
  • Monthly Balance Sheet and Profit & Loss statements for internal use
  • Monthly advisory meeting
  • Web conference, e-mail and phone support 
  • QuickBooks Online subscription
  • Document management portal
  • Receipt management portal
  • CPA interactions if needed
  • Four hours of additional support as needed

Please contact us to discuss your specific situation and pricing.

*Option to update feeds more than weekly - please discuss this need with us during our initial consultation if desired
**If current financial institution is not QBO compatible, we will discuss what option(s) may be available
Please note: 
A one-time set-up charge equal to 50% of the monthly pricing will apply to the first month's invoice

Pro Package:

Most Popular!

Schedule Consultation
Includes everything in the Preferred Package EXCEPT:
  • Bank and credit card feeds updated bi-weekly instead of weekly
  • Accounts Receivables not included* 
  • Monthly Accounts Payable and Accounts Receivables reports instead of weekly
  • Web conference support not included
  • Advisory meeting held quarterly instead of monthly
  • Two hours of additional support instead of four

Please contact us to discuss your specific situation and pricing.
 ​
*Option to add Accounts Receivables if needed - please ask about this option if needed
Please note: 
A one-time set-up charge equal to 50% of the monthly pricing will apply to the first month's invoice

Basic Package:

Schedule Consultation
Includes everything in the Preferred Package EXCEPT:
  • Bank and credit card feeds updated monthly instead of weekly
  • Accounts Payable not included
  • Accounts Receivables not included
  • Web conference support not included
  • Accounts Payable and Accounts Receivables reports not included
  • Advisory meeting held quarterly instead of monthly
  • Receipt management portal not included
  • QuickBooks Online subscription not included*
  • CPA interactions not included
  • Additional support not included**

Please contact us to discuss your specific situation and pricing.​

*Option to add a discounted QBO subscription if needed - please ask about this option 
**Additional support may be purchased separately by selecting one of our support packages
​Please note: 
A one-time set-up charge equal to 50% of the monthly pricing will apply to the first month's invoice

Add On Options:

Request Service
 ​Please contact us to discuss adding one or more of the following services to any of the above packages:
  • Initial company file set up (QBO or QuickBooks Desktop)
  • Payroll
  • 1099 processing
  • Discounted QBO subscriptions
  • Discounted QuickBooks Desktop or Enterprise software
  • Integrated merchant services
  • Sales Tax reporting
​
If you need a service or solution not included in the monthly service packages or the Add On Options, please contact us to discuss how we might help.

Picture
Picture
Picture
Picture
Picture
Picture
Picture
Picture
  • Home
  • Why Us?
    • Reviews
    • Open Positions
  • Client Services
  • Resources
    • Save on QBO Subscriptions!
    • Tax Refund Status
    • Gusto Year End Checklist
    • Videos >
      • Business Taxes >
        • 2019 Business Tax Highlights
        • 7 Ways Small Business Can Save On Tax
        • Taxes for S-Corp Owners
        • The IRS Loves Businesses
      • Personal Taxes >
        • 2019 Tax Highlights
        • Five Yearly Tax Essentials
        • 4 Common Tax Surprises
        • Retirement Can Be Taxing
        • Advance Child Tax Credit Reconciliation - 2022
        • Make the Most of Your Donations
        • Five Great Tax Secrets
        • Renting Your Property Tax Free
        • Ideas to Audit-Proof Your Tax Return
      • The Tax Cuts & Jobs Act >
        • The Tax Cuts & Jobs Act: What You Need to Do Now
        • The Tax Cuts & Jobs Act: Are Itemized Deductions A Thing of the Past?
        • The Tax Cuts & Jobs Act: The New Child Care Tax Credit
      • Tax Topics >
        • Tax Season is Coming!
        • The New World of Deductions: What Everyone Needs to Know
        • Proving Your Deductions
        • How to Fix a Mistake on Your Tax Return
        • How Long Should I Save It?
        • Tax Credit vs Tax Deduction
        • Understanding Effective Tax Rate
        • Understanding Marginal Tax Rate
      • Life Events >
        • Life Events: A New Birth
        • Life Events: Marriage
        • Life Events: Divorce
    • Articles >
      • Accounting & Bookkeeping >
        • How to Get the Most Out of Your Accounting Fees
        • The 10 Biggest Money Leaks in Your Accounting System
      • Business Factors >
        • IRS Rules for Classifying Workers
        • Checklist for a Healthy Cash Flow
        • 12 Ways to Improve Your Business Profits
        • 10 Step Annual Business Check-Up
      • Tax Topics >
        • Tax Guide for Self-Employeds
        • 15 Things Every Tax Payer Should Know
        • Disaster Casualty Losses
        • Travel & Entertainment Deductions
        • Tax Guide - A Deduction Checklist
        • What You Should Know About Tax Audits
    • Newsletters >
      • Newsletters - Monthly Editions >
        • Newsletter - Monthly Edition
      • Newsletters - Quarterly Editions >
        • Newsletter - 2019 Fall/Winter
        • Newsletter - 2019 Spring/Summer
    • How To's >
      • How To - Dext
      • How To - BILL
  • Blog
  • Appointments
    • Client Consultations