• 248-934-0550
  • info@sentercpa.com
  • STAFF LOGIN
  • CLIENT LOGIN
Senter, CPA, P.C.
  • Home
  • Why Senter?
  • Services
  • About
  • Testimonials
  • Blog
  • Contact
Select Page

Client Accounting Service Packages

by Matthew Senter | Dec 2, 2020 | Accounting

We are proudly introducing Senter CPA’s clear and concise client accounting service (CAS) packages. For your convenience, we are now offering CAS Standard, Premium, and Elite packages. You can find a list of what each package offers below. If you don’t see exactly what you’re looking for, no problem – feel free to give us a call and we will be more than happy to create a custom package that will accommodate your specific needs.

Curious as to what client accounting services are? We’ve covered that too, click HERE.

Here are a few reasons you need client accounting services:

  • Convenience & Peace of Mind
  • Efficiency: YOU do what YOU do best, and WE do what WE do best
  • Ability to focus on YOUR business
  • Continuous up-to-date accounting
  • Cost effective vs. hiring in house accountant
  • Technology & Secure Information
  • Access to accounting experts and knowledgeable resources
  • Tax and year-end Financial Statement ready accounting
  • Reduced Stress

CAS (Client Accounting Service) Packages

Accounting System Checkup

FREE with Standard, Premium, Elite or Custom CAS Package
$200/One-Time Fee
  • Review and clean up chart of accounts
  • Review and clean up basic financial reports
  • Ensure previous year-end reports reconcile to tax returns
  • Discuss potential system upgrades, inefficiencies, and categorization of expenses
  • We will need access to your accounting system such as QuickBooks, Xero, Sage, etc.

Standard

$350/Monthly
  • FREE Accounting System Check-up
  • Monthly transaction recording and categorization
  • Monthly account reconciliation
  • Transaction limit: 100
  • Account Limit: 2 bank and/or credit card accounts
  • Basic Financial Reports

Premium

$450/Monthly
  • FREE Accounting System Check-up
  • Monthly transaction recording and categorization
  • Monthly account reconciliation
  • Transaction limit: 250
  • Account limit: 4 bank and/or credit card accounts
  •  Basic Financial Reports

Elite

$650/Monthly
  • FREE Accounting System Check-up
  • WEEKLY transaction recording and categorization
  • Monthly account reconciliation
  • Transaction limit: UNLIMITED
  • Account limit: 5 bank and/or credit card accounts
  • Client Specific Financial Reports Accounting and Tax Advisory Service

CUSTOM

We perform many other accounting functions, MORE or LESS than those above.
  • FREE Accounting System Check-up
  • Account reconciliation ONLY (you do the account recording and categorization)
  • Bill Pay
  • Accounts Receivable & Accounts Payable
  • Accounting System set-up
  • Financial Statements
  • CFO & Controller Services
  • Budget & Cash Flow Planning
  • Full-service payroll processing
  • Teach you to do your own accounting
  • Consulting as needed
CONTACT US TODAY FOR A CUSTOM QUOTE

Be sure to know that with all packages and services, you will be working with highly qualified accountants and CPA’s. CPA’s and accountants provide a high level of service and can be a contributing partner in your growth and cash savings strategies. Consider searching for an advisor who is a licensed Certified Public Accountant (CPA), as this designation is one of the most trusted, respected, and recognized in the financial industry. CPA’s carefully study accounting rules, tax laws, regulations, and monitor changes to optimize your value. If you have any questions or concerns relative to your needs or the services we offer, please contact us using the contact us box below or give us a call at 248-934-0550. We are located in Clarkston, Michigan and proudly service clients across the United States; we are here to help no matter where you are located.

Senter CPA: Your Accounting Team

Our goal is to be an extension of your team, help save tax dollars and achieve your accounting goals. We are your trusted accountants and advisors in Clarkston, Michigan. If you are interested in discussing accounting and bookkeeping solutions,  please give us a call at 248-934-0550 or click the contact us button below. We look forward to hearing from you.

CONTACT
  • Follow
  • Follow
  • Follow
DISCLAIMER

2023 QuickBooks Online Improvements

by Kelly Thompson | March 7, 2023 | Accounting, Courses, Information Technology | 0 Comments

Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible. We’re proud to share their 2023 updates with our clients.

Read More

2023 Price Increases

by Matthew Senter | January 5, 2023 | Accounting, Information Technology, Team | 0 Comments

Thank you for choosing and trusting Senter, CPA, P.C. for all your tax and accounting needs. I am writing to let you know that there are some price increases going into effect for 2022 tax season.

Read More

2022 Senter, CPA Year in Review

by Matthew Senter | December 28, 2022 | Accounting, Community, Team | 0 Comments

Here at Senter CPA we had an incredible 2022. We’ve been busy assisting clients, contributing to our communities, and growing our team. We’ve added two full time TEAM members to our team who have greatly strengthened our service and capabilities. We’ve also added an annual tax season TEAM member who is an Enrolled Agent so you (and we) should notice an improvement to our turnaround time come the 2023 tax season. Wow! That will make us a TEAM of 6.

Read More

1099 Facts

by Josh Legant | December 20, 2022 | Accounting, Courses, Internal Revenue Service, Tax | 0 Comments

With the end of the year rapidly approaching it may be time to think about issuing 1099’s.

Read More

Fact or Fiction for the Employee Retention Credit (ERC)

by Josh Legant | November 30, 2022 | Accounting, Courses, Internal Revenue Service, Tax | 0 Comments

There are many people who may have question regarding the Employee Retention Credit (ERC) that became available for businesses during the Covid-19 pandemic.

Read More

Understanding Chart of Account in QuickBooks Online

by Lisa Haiss | October 31, 2022 | Accounting, Courses, Information Technology | 0 Comments

Chart of Accounts is the hub of all your accounting.

Read More

How to categorize transaction in QuickBooks Online

by Lisa Haiss | October 17, 2022 | Accounting, Courses, Information Technology | 0 Comments

Connect your Shopify store to QuickBooks Online to automate your accounting.

Read More

Connect Shopify to QuickBooks Online

by Lisa Haiss | October 3, 2022 | Accounting, Courses, Information Technology | 0 Comments

Connect your Shopify store to QuickBooks Online to automate your accounting.

Read More

Automatically Track Mileage with QuickBooks Online

by Lisa Haiss | September 26, 2022 | Accounting, Information Technology, Tax | 0 Comments

Mileage tracking can be a daunting task, so why not let the QuickBooks mobile app do it for you… automatically!

Read More

Keyboard Shortcuts for QuickBooks Online

by Lisa Haiss | September 19, 2022 | Accounting, Information Technology | 0 Comments

What is a keyboard shortcut? A keyboard shortcut is one or more keys used to perform a menu function or other common function within a program or operating system.

Read More

Recent Posts

  • Filing an Extenstion
  • 2023 QuickBooks Online Improvements
  • Make Your State & Federal Income Tax Payments Online!
  • How to Register your Client Portal
  • 2023 Price Increases

Categories

  • Accounting
  • Community
  • Courses
  • Government
  • Information Technology
  • Internal Revenue Service
  • Scams
  • Tax
  • Team

Senter, CPA, P.C.

6803 Dixie Hwy | Suite 2
Clarkston, MI 48346

Phone: 248-934-0550
Fax: 248-671-3814
info@sentercpa.com

SCHEDULE A FREE CONSULTATION

Copyright 2020. All rights reserved.
Website powered by Creative Rocket Ship.