Outsourced accounting services for San Diego small businesses.

Tailored pricing for companies of all sizes.

SchwartzBooks Client Accounting Services – Available only to referrals of current Schwartz clients.

Starter

After-the-fact Bookkeeping Services
$ 199
00
per month
  • Preparation of a monthly set of cash-basis financial statements, including a P&L, balance sheet and cash flow statement.
  • Reconciliation of up to 2 bank accounts and 2 credit cards.
  • Preparation and payment of monthly, quarterly sales tax returns.
  • Transaction limit per month is 200.

Professional

After-the-fact Bookkeeping Services
$ 499
00
per month
  • All Starter level features plus:
  • CFO-style enhanced reporting with KPI benchmarking tailored to your business.
  • Financial statements prepared on an accrual basis. if requested.
  • Reconciliation of up to 6 bank accounts and 6 credit cards.
  • Transaction limit per month is 500.
Popular

All-Inclusive

Full-Service Accounting Department
$ 1499
00
starting monthly cost
  • All Starter and Professional features plus:
  • We will pay your bills and issue invoices on your behalf, manage your accounts payable and accounts receivable.
  • Daily review and reconcilation of transactions, daily accountant review. Weekly reporting to partners.
  • Payroll, HR, benefit services and income tax preparation included in monthly cost.
  • No monthly transaction limits.

Payroll Services - Available to any San Diego County business.

Libri Self-Service Payroll

Fee Schedule
$ 5
00
per check processed
  • Do it yourself payroll processing. Unlimited online access to our payroll portal, with unlimited payroll runs.
  • Automated payroll tax compliance, payroll tax return filings and EFT services.
  • Employee support with self-service feautres, along with mobile application.
  • Worker's compensation and benefit review, integration and shopping by Schwartz support staff.
Popular

Outsourced Payroll

Fee Schedule
$ 99
00
per month, $5 per check processed
  • Unlimited support from Schwartz staff, handling all payroll runs, compliance reporting, audits and notices.
  • Included time and attendance tracking, HR softwares, and benefits tracking.
  • We will shop and integrate your worker's compensation insurance automatically. Includes pay-as-you-go solutions.
  • Financial planning for employee benefit plans, set-up and organization of plans.