OVERDRIVE ACCOUNTING PACKAGES

$750

Per Month

Payroll Service Management
Up to 10 payees included
Payroll Processing Management
Employee & Contractor Direct Deposit
Employee Payroll Access
Worker’s Compensation Payment Management
Worker’s Compensation Audit Assistance
Payroll Tax Payment Management
Quarterly & Annual Payroll Tax Filing
Advanced Payroll Reporting Management

Bookkeeping & Accounting
Monthly Bookkeeping
Monthly Business Expense Advising
Monthly Business Account Reconciliation
Monthly Financial Statement Preparation
Registered Agent Service

Tax Preparation
Annual Strategic Personal Tax Preparation
Annual Strategic Business Tax Preparation

Tax Filing
Annual Personal Federal Tax Filing
Annual Business Federal Tax Filing
Sales Tax Filing

Strategic Advising
Semi-Annual Business Operational Consulting
Semi-Annual Business Process Consulting
Banking Relationship Management

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BUSINESS PREMIUM

$2,500

Per Month

Bookkeeping & Accounting
Monthly Bookkeeping
Monthly Business Expense advising
Monthly Business Account Reconciliation
Monthly Financial Statement Preparation
Registered Agent Service

Tax Preparation
Semi-Annual Strategic Personal Tax Preparation
Semi-Annual Strategic Business Tax Preparation

Tax Filing
Annual Personal Federal Tax Filing
Annual Business Federal Tax Filing
Sales Tax Filing

Strategic Advising
Quarterly Business Operational Consulting
Quarterly Business Process Consulting
Banking Relationship Management

Optional CFO Services
12 Month Forecasting
Revenue Recognition
Account Payable
Account Receivable

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BUSINESS OVERDRIVE

$5,000

Per Month

Payroll Service Management
Up to 25 payees included
Payroll Processing Management
Employee & Contractor Direct Deposit
Employee Payroll Access
Worker’s Compensation Payment Management
Worker’s Compensation Audit Assistance
Payroll Tax Payment Management
Monthly, Quarterly & Annual Payroll Tax Filing
Advanced Payroll Reporting Management

Bookkeeping & Accounting
Monthly Bookkeeping and Month-End Closing
Monthly Business Expense Advising
Monthly Business Account Reconciliation
Monthly Financial Statement Preparation
Registered Agent Service

Tax Preparation
Quarterly Strategic Personal Tax Preparation
Quarterly Strategic Business Tax Preparation

Tax Filing
Annual Personal Federal Tax Filing
Annual Business Federal Tax Filing
Sales Tax Filing

Strategic Advising
Monthly Business Operational Consulting
Monthly Business Process Consulting
Banking Relationship Management
12 Month Forecasting
Revenue Recognition
Company-Level – Key Performance Indicator Reporting (KPI)

Optional CFO Services
Performance by Project
Cash Flow Management
Account Payable
Account Receivable
Resource Planning
Department-Level Performance Reporting
Director-Level

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OUR CLIENTS SAY IT BEST

Marilyn Anglade

19:56 27 Mar 24

You CANNOT do better than OverDrive Accounting Services for your business. I have had the pleasure and privilege of working with this company for two years. They are professional, get back to your inquiries in a timely manner and most significantly, they are great about suggesting solutions that will benefit your business. They are well-versed on all applicable laws and policies, so when you put your trust in them, you can be assured that you and your business are well taken care of. I have had two amazing years of working with this company and am looking forward to many more.

Terri Matthias REALTOR

20:48 25 Mar 24

As a realtor, I have a very complicated tax returnI have commissions, and then different expenses for promotions and marketingAlex and the team over at OverDrive Accounting Services always takes amazing care of me and his prompt to reply to any of my questionsWhich I do have quite a lot of !So happy to have an accountant that is patient with me, but takes the time to keep me on task. Keep my deductions in check.

Sullivan Plumbing LLC

02:43 14 Dec 22

Business solutions tax preparation has qualified professionals.They always get back within 24 hours.Also, the company is diversified they do more than just taxes they do all small or large business needs. I will continue to be a client for both my small business and personal taxes

Alyx Cassel

17:39 13 Dec 22

I recently had Alex's help with my first year's business tax preparation and could not be happier. Alex and his team work incredibly fast, and their response time for any questions I had was second to none. I will continue to be a client for both my small business tax prep, as well as my personal.

Kelly N Mawhinney

02:55 13 Dec 22

Alex & his team are available & attentive. Overdrive takes care of my monthly bookkeeping, annual taxes and weekly payroll. The confidence I have in knowing my “ducks are in a row” with Overdrive in charge allows me to focus on the mission of my company.Highly recommend

Carlos Domenech

01:14 04 Nov 21

Johnny Addison

19:24 02 Nov 21

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