Hart & Associates
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      • The Tax Cuts & Jobs Act >
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        • The Tax Cuts & Jobs Act: Are Itemized Deductions A Thing of the Past?
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        • Tax Season is Coming!
        • The New World of Deductions: What Everyone Needs to Know
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        • How to Fix a Mistake on Your Tax Return
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        • Tax Credit vs Tax Deduction
        • Understanding Effective Tax Rate
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        • 12 Ways to Improve Your Business Profits
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        • 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
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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.

A Clarity Consulting Group Company
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  • 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