Bookkeeping
Packages
We offer simple, dependable bookkeeping packages that keep your finances clear and tax-ready. Flat monthly pricing, no hidden fees, and zero guesswork. Just accurate books and a team that’s got your back.
Get started in minutes. Stay focused on running your business.
Silver Package
- Perform monthly bank and credit card reconciliations (Up to 3 accounts. Optional additional accounts may be added)
- Record bank deposits
- Financial reports (Profit & Loss, Balance Sheet, etc)
- Expense tracking & recording
- Receipts management
- Create Vendors and setup properly
- Does not include Budgeting or Inventory
Gold Package
- All services in Silver Tier
- Execute vendor payments as needed
- Create and email customer invoices as needed
- Apply payments to invoices
- Provide monthly open invoice reports
- Does not include Budgeting or Inventory
Sales & Use Tax Filing (CT ONLY)
Silver Package
- Monthly Sales & Use Tax return filing based on your Clover sales reports
- Payment is processed automatically via ACH by the state
- Food Service: Filed at a flat 7.35% for all sales
- Retail: Filed at a flat 6.35% for all sales
- If your POS provides itemized tax data, sales will be reported based on the specific tax rate assigned to each item
Gold Package
- Daily withholding from your credit card batches based on historical trends of cash vs. card sales
- We calculate your actual Sales & Use Tax due and remit payment directly on your behalf
- Food Service: Filed at a flat 7.35% for all sales
- Retail: Filed at a flat 6.35% for all sales
- If your POS provides itemized tax data, sales will be reported based on the specific tax rate assigned to each item
- Any over-collected funds will be reconciled and returned to you quarterly (every 3 months)
Turnkey does not provide legal, tax, accounting, or investment advice, and is not a fiduciary, co-employer, or joint employer of the Client’s employees. Responsibility for complying with federal, state, local, and international laws—including but not limited to wage and hour regulations—rests solely with the Client. Turnkey is not liable for the Client’s compliance and does not offer legal or financial guidance. The Client is also responsible for retaining any documents exchanged with or provided by Turnkey in accordance with applicable laws.