Small business owners wear a lot of hats. They have to manage vision, sales, customer service, marketing, processes, quality control, employees, and finances. The Trellis Club exists to free small business owners from wearing one of those essential hats: managing it’s finances and payroll.
We help create, automate, and maintain a cloud-based bookkeeping, payroll, and HR system custom designed for your business. In short, we build and maintain your Financial Trellis. Every month, we’ll send you updated financial summaries. We help you KNOW your numbers and GROW your business.
We seek to eliminate:
- Dated systems and processes- see manual checks, paper filing systems, physical receipts stapled to excel spreadsheets, paper approval process, manual invoicing via spreadsheet templates.
- Double data entry- data should only have to be entered once. We setup your systems to import or sync wherever possible.
- Wasted labor hours- we can free up hours per week spent on data entry as we automate as much as possible.
- Sales tax filing headaches- We will prepare and file your sales taxes on your behalf
- The Payroll and HR vortex- We use a simple cloud based payroll and HR solution that enables direct importing of employees hours, free new employee self on-boarding, storage of employee documents, 401K and health benefits options, pay as you go workers compensation insurance, and automatic employer payroll tax preparation and filing.
- Excessive tax bills- you can save big money on your tax bill in handing your CPA a crystal clean set of books at the end of the year.
JOIN THE CLUB
-FULL SERVICE BOOKKEEPING PLANS-
All Plans Include
- Transactions Entered Monthly
- Bank/Credit Card Reconciliations
- Month End Financial Reports
- Unlimited Support
- Sales Tax Filing
- Communication with your CPA or Tax Preparer
- QuickBooks Online subscription charged separately
- Payroll & HR
- Transactions entered weekly
- Upgraded reporting and analysis
- Monthly financial consulting
- Bookkeeping Fixes and Setup
- Accounts Payable/Bill Pay
GET AN INSTANT QUOTE
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Bank Transactions/ Credit Card Transactions
How many monthly transactions do you average per month on your bank statements?
Please include total between all organization credit cards.
Would you like to add Simplified Payroll via Gusto ($39 per month + $6 per employee per month)
Would you like to add Payroll services via Gusto?
Payroll Price Estimator
$39 per month + $6 per employee per month
Any employees who received tips. All tips (Cash and Credit Card) are required to be reported by organizations with tipped employees.
Would you like to include our annual budgeting services?
Simply put, having a budget and sales projections on paper is step one to tracking and achieving goals and managing costs. We will assist you in developing your budget. We'll input it and update it as needed throughout the year.
Free up time by having us enter and pay bills! You'll upload all of your bills via email or a bill pay app we use, we'll make sure they are input, you'll approve, and a check will be printed and sent out to the vendor.
Bill Pay Price Estimator
All prices include a subscription to a bill pay software.
This includes any software outside of your accounting software you record and track sales/donations (Shopify, Ebay, Donation Software, Practice Management Software, etc).
For most organizations to reduce fees, we recommend a monthly entry of sales/donations in QuickBooks Online as specific sales reports are available in your Point of Sale System. However, If you'd like Daily or Weekly sales entered on the books, please indicate. If you have a Point Of Sale that directly integrates with QuickBooks Online, we should be able to import each sale into QBO without an increase in our monthly fees.
Bank Credit Card Accounts/ Loans
Business Checking, Savings, Money Market, PayPal. This helps us determine how many accounts we'll need to reconcile each month.
Please include each individual card that has activity on the card.
This includes lines of credit, car loans, bank loans, etc that need to be reconciled each month.