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Putman CPA Solutions believes in FIXED VALUE PRICING SERVICES.  Because of this pricing model I need to perform a FREE Diagnostic Service and Consultation for existing businesses.  That allows me to gain an in-depth understanding of the business and the health of the current set of books.  This analysis of the business also gives me enough information to quote a FIXED PRICE for the accounting services requested along with the timeframe of the project with defined deliverables.  

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Bronze Package

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  • Partner pricing for Quickbooks Online Essential software.

  • Unlimited free ad hoc advice from Quickbooks Pro-Advisor.

  • Categorized transactions posted to general ledger bi-weekly.

  • Journal entries for payroll, depreciation, and year-end.

  • Monthly ACH payment of our fees for ease of budgeting.

  • Management-use only financial reports.

  • Quarterly controller call via Zoom..

  • 2 bank or credit card accounts reconciled monthly.

 
Silver Package
 

  • Partner pricing for Quickbooks Online Plus software.

  • PLUS All features of Bronze Accounting.

  • WITH Up to 4 bank or credit card accounts reconciled monthly.

  • Quarterly business and tax strategy viz Zoom.

  • Preferential pricing on 3rd party add-ons.

Most Popular
 
Gold Package
 

  • Partner pricing for Quickbooks Online Advanced software.

  • PLUS All features of Plus Accounting.:

  • WITH Up to 6 bank or credit card accounts reconciled monthly.

  • Annual review of goals and profit improvement consultation.

  • Use of class or location so transactions can be grouped for reporting.

Other Accounting and Payroll Services

 
Lite Accounting
 

  • Partner pricing for Quickbooks Online Simple Start software.

  • Journal entries for payroll, depreciation, and year-end  

  • Monthly ACH payment of our fees for ease of budgeting.

  • Quarterly review and correction of accounts.

  • Management-use only financial reports.

  • Quarterly controller call.

 
Catch-Up Bookkeeping
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  • I understand, people get busy running a business and they get behind on their bookkeeping.

  • I can fix that!  If you are less than two years behind on your books and taxes we would like to help.  

  • After the diagnostic I would quote the catch-up bookkeeping along with the required tax returns to get your business compliant with the IRS.

  • Stop worrying about this.  Let me fix so you can get on with life and running your business. 

 
Other Services
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  • Partner pricing for Quickbooks Online Payroll software.

  • Process payroll(weekly, bi-weekly, monthly)  

  • Assistance with Workman's Comp audit.

  • I use Melio to process payable & receivables.

  • Fathom advanced reporting for management use.

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Tax Preparation and Tax Planning/Strategy Services

 
Tax Preparation
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  • Federal tax preparation for C-Corp, S-Corp and Sole Proprietors.

  • Personal tax preparation for business owners.

  • Single state tax preparation, additional charges for multiple states.

  • Free extensions for tax preparation.

  • Mid-year and end-of-year tax estimates.

  • Annual tax consultations.

 
Tax Planning and Strategy​
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  • All items that included in Tax Preparation PLUS:

  • I prepare a personalized business and personal tax plan.

  • ROI's are developed for each tax saving suggestion so we can get a quick payback on deliverables.  

  • I will work with you quarterly to assure that the strategies we implement are working and ROI's are on target. 

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