BENA EDUCATION

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Business Startup Packages

What we can do to help you start the right way? These packages were built to help build the foundation of your business and set you up for success along the way.

Bronze Level

$500
  • Full Setup of Chart of Accounts
  • Connect Bank Accounts, Savings, and/or Credit Card Accounts
  • Create systems to ensure proper Financial Reporting
  • Create Balance Sheet
  • Profit & Loss Statement Full Set-Up
  • Connect any needed 3rd Party Software
  • Personalize Log-In Access for individuals using the system
  • Install the Audit Log to track all activity
  • Setup QuickBooks App on Company Cell Phones (Optional)

Silver Level

$1000: Services offered for 3 months
  • All Bronze Level Services Plus:
  • Asset and Liability Management
  • Classify all Transactions
  • Accounts Receivable Assistance
  • Accounts Payable Assistance
  • Monthly Reconciliation and Financial Reporting

Gold Level

$1,500: Services offered for 3 months
  • Includes all Bronze and Silver Level Services Plus:
  • Review Financials with Owner, explaining taxable burden
  • Full Set-up and Full Management of Sales Tax filings (if needed)
  • Tax Savings Strategies

Existing Business Packages

How can we help you get to the next level. These packages were made to organize or help clean up your processes so you are streamlined and efficient.

Bronze Level

Case-by-Case Basis
  • $250 Consultation Waived
  • Audit Chart of Accounts
  • Ensure connection of All Bank and Credit Card Accounts
  • Review and Audit all Transactions
  • Create systems to ensure proper Financial Reporting
  • Balance Sheet and Profit-Loss Statement Clean-Up
  • Set- Up a System for Vendor Credit Accounts
  • Connect any 3rd Party Software
  • Personalize Log-In Access for individuals using the system
  • Install the Audit Log to track all activity
  • Setup QuickBooks App on Company Cell Phones (Optional)

Silver Level

Case-by-Case Basis
  • All Bronze Level Services Plus:
  • Asset and Liability Management
  • Classify all Transactions
  • Full Accounts Receivable Management/ Accounts Receivable Assistance
  • Full Accounts Payable Management/ Accounts Payable Assistance
  • Manage Vendor Credit Accounts
  • Work within 3rd Party Software
  • Monthly Reconciliation and Financial Reporting
  • Full Payroll Service Setup: Salary and Hourly Employees
  • Onboarding and Direct Deposit for Employees and provide on-line access
  • All Payroll Taxes (940’s, 941’s, etc.) tracked & paid directly thru QuickBooks
  • Employee Benefits: Insurance, Garnishments, 401k & Bonuses/Commissions
  • Direct Pay for Sub-Contractors and Contract Laborers
  • W-2’s and 1099’s generated and produced directly thru QuickBooks
  • Employee Handbook
  • Employment Agreements
  • Contractor Agreements
  • Review Financials with Owner, explaining taxable burden
  • Submit approved financials to CPA and serve as a liaison thru completion
  • Full Set-up and Fully Manage Monthly/Quarterly Sales Tax filings
  • Tax Preparation

Gold Level

Case-by-Case Basis
  • Includes all Bronze and Silver Level Services Plus:
  • Implement policies and procedures to ensure proper Internal Controls
  • Financial Analysis, Budgeting and Assistance in Future Forecasting
  • Tax Savings Strategies
  • Fully Execute Job Costing
  • Pursue changes to improve Margins and KPI’s (Key Performance Indicators)
  • Assist in structural changes and the execution of the implementation
  • Open-Ended Clause (I.E.- Brainstorming Ideas that lead to New Tasks)