Add-on Services

The following tasks are considered add-ons to our bookkeeping pricing listed here and can be provided as needed or on a recurring basis.  Please contact us for pricing.

  • On-site meetings and workdays
  • Customer estimates and sales orders delivery
  • Finance charge additions to customer invoices
  • Customer courtesy follow-ups and mailings
  • The use of a payment processing service to pay vendors bills and receive payments from customers
  • Principle and interest calculations on non-bank loans
  • Budget and forecast reporting
  • Consolidation reporting for holding companies
  • Payroll processing and related payroll tax returns
  • Sales commissions-tracking
  • Merchant services application processing and setup
  • State franchise tax returns
  • Business property rendition preparation
  • State and federal set-up for new entities
  • Social media and website setup and updating
  • Customer Relationship Management (CRM) and e-commerce integrations with your financial software
  • Document scanning/paperless file management
  • Phone call, email, and social media message answering and routing
  • Training on how to perform routine bookkeeping tasks and on how to use QuickBooks, Xero, Zoho, Shopify, Hootsuite, Windows, and Mac OS.
  • Royalty reconciliations (franchises, etc.)
  • Sales and use tax returns

    *Please note: At this time Montgomery Business Solutions does not have a CPA on staff to provide audit and attestation services.  We will work closely with your CPA to facilitate transfers of information.

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