Bronze Package

$185 per month • $50 setup fee

Our Bronze Package is a great fit for the new business venture looking for a startup accounting package. You want to make sure you are in compliance with IRS standards, but more importantly, you want to focus on growing and managing your business, not paperwork. We can do both, and as you grow, we can grow with you, adding additional services as you need them.

With the Bronze Package you do not have direct access to you accounting files. You will need to pay your bills via your checking or online account, and invoice your clients. The Bronze Package gives you peace of mind in knowing that the financial data you process is being coded properly and prepped for tax advantages later in the year. If you would like access to your QuickBooks files online, consider our Silver Package which gives you complete access to your financials 24/7/365 from anywhere you can get an internet connection.

  1. Getting your information to Morgan & Morgan
    1. You will receive an envelope within one week of signing on. Take your business receipts, vendor bills and invoices, place them in the envelope and send them (postage is already paid). We will enter up to 150 entries per month. All receipts, when completed, will be sent back to your office with another self-addressed, postage-paid return envelope ready for your next batch!
    2. Or... Email your scanned material to your personally assigned email address.
  2. We will code your receipts, bills, deposits, expenses and invoices into a standard chart of accounts approved by the IRS.
  3. All deposits will be batch processed and placed under Sales.
  4. We will reconcile one credit card account and one bank account monthly.
  5. You will receive the following financial reports monthly:
    1. Profit and Loss
    2. Balance Sheet
  6. Your accounting questions will be answered via email by your assigned accountant. Emailed questions will be answered within 48 hours.
  7. You can also enjoy deep discounts (20% or more) on year-end tax services and other À La Carte accounting options!

Contact Morgan & Morgan today!

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Phone: 616.776.6457 • Fax: 616.776.6439
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