Next Level Personalized Services

Next Level Personalized ServicesNext Level Personalized ServicesNext Level Personalized Services

Next Level Personalized Services

Next Level Personalized ServicesNext Level Personalized ServicesNext Level Personalized Services
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    vitrual finaNcial, administrative, and Logistical services you Can Count On

    vitrual finaNcial, administrative, and Logistical services you Can Count Onvitrual finaNcial, administrative, and Logistical services you Can Count Onvitrual finaNcial, administrative, and Logistical services you Can Count On

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    We look forward to making your life easier and increasing your profitability as we work together to take your business to the NEXT LEVEL!

    Our Business Services

    Compliance and Advisory

    Administration and Management

    Administration and Management

    Taxes: Personal, Business, and Corporate

    Knowledgeable on Local Sales Tax,

    Legally Required Corporate Documentation

    Reporting: Help business owners make informed decisions

    Strategy Sessions: Offered monthly to plan for future growth

    Administration and Management

    Administration and Management

    Administration and Management

    Bookkeeping: Manage daily transactions

    Payroll: Management of payroll and taxes

    Planning: Reporting and advice to support growth

    Administrative and Clerical Support Database Management

    Contracting and Logistics

    Administration and Management

    Contracting and Logistics

    Priority:  Provide compliant, time-critical delivery and operational support services to ensure efficiency, accountability, and mission success  

    Focus:  Precision and reliability to ensure objectives are seamlessly achieved for our federal, state, and local government partners 

    Financial packages and prices

    Tax Preparation Services

    Starting Price Varies

    Call or book an online appointment to get your personalized services

    Small Business (Basic Bookkeeping Package)

    Starting at $297 (Monthly)

    Expenses or Revenue: Up to $25,000

    Includes:

    - 1 Hour Consultation and business book review

    - QuickBooks Online Setup/Transfer

    - Monthly tracking of income and expense transactions for all business checking

    - Review and reconciliation of business books and issue pristine financial report every month delivered via email

    Medium Business (Essential-Plus Package)

    Starting at $797 (Monthly)

    Expenses or Revenue: $25,001 to $150,000

    Includes:

    - 1 Hour Consultation and business book review

    - QuickBooks Online Setup/Transfer

    - Monthly tracking of income and expense transactions for all business checking

    - Review and reconciliation of business books and issue pristine financial report every month delivered via email

    - Accounts payable, recurring transactions, time tracking electronic bill payment (fees apply)

    - Payroll

    - Inventory

    Large Business (Essential-Plus Package)

    Starting at $997 (Monthly)

    Expenses or Revenue: Over $150,001

    Includes:

    - 1 Hour Consultation and business book review

    - QuickBooks Online Setup/Transfer

    - Monthly tracking of income and expense transactions for all business checking

    - Review and reconciliation of business books and issue pristine financial report every month delivered via email

    - Accounts payable, recurring transactions, time tracking electronic bill payment (fees apply)

    - Payroll

    - Inventory

    - Import invoices, spreadsheets sync, import budgets

    - Batch enter invoices, checks, bills, or deposits

    **Business Clean-up Service Packages Available - Fees Vary**

    Reviews

    Frequently Asked Questions

    Please reach us at admin@next-level-personalized-services.com if you cannot find an answer to your question.

     During the 30-minute tax preparation consultation, we will review your income, deductions, and tax situation to identify filing requirements and potential tax savings.  In addition, we will answer your questions, outline the next steps for preparing or filing your return, and address any concerns. This session sets the foundation before your actual tax preparation appointment is set. 

    On a monthly basis,  all business related income and expense transactions will categorized and a monthly financial statement consisting of a Balance Sheet and a Profit and Loss will be issued.  These basic reports provide valuable information about your business past so that informed decisions about your business future can be made.  These reports are also required for tax planning and preparation purposes.  This plan also includes unlimited email and text support. 

     Normal working hours for our team is Monday - Friday, 9-5.  During these hours, normal emails, phone calls, and text messages are answered.  Should emergencies arise, there are team members that can flex to cover after hours concerns. 

    Yes, QuickBooks Online is the platform utilized by our bookkeeping team to provide streamlined bookkeeping services at the quoted prices.  If you don't have QuickBooks Online yet, no worries.   We  offer the best QuickBooks Online discount of 30% off to our new clients for 12 months.  We also recommend new clients sign up for Essentials or Plus to start.  

    Yes, an engagement letter is required for our team to provide bookkeeping services however, no contract is required. 

     Once you have had your consultation and select to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail with our bookkeeping team and select services that best fit your business.

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    Next Level Personalized Services

    Call or Text (985) 266-5789

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