Appletree Business Services:
 Business Owners Package

Bookkeeping, Tax, Payroll, and Accounting for One Fixed Monthly Fee

A logical result of our Business Financial Confidence Map is a system that looks at the complete picture of your business year round with our all-inclusive Business Owners Package. Instead of servicing isolated segments of your business once or twice a year, the Business Owners Package incorporates all the elements of bookkeeping, tax and payroll under one roof as one service, for a single agreed upon fixed amount each month.

There are no hourly charges or hidden costs every time you call us. We review the reports each month, proactively contact you with any concerns, avoiding any tax surprises when tax returns are due.


This is what our Business Owner's Package includes...


  • Dedicated payroll department with responsive team
  • Prepare payrolls with all deductions
  • Monitor issues with employees versus independent contractors
  • Direct Deposit
  • Private Online Delivery of Checks
  • Pay as You Go Workers Comp
  • We Pay All Taxes and File All Returns

Monthly Accounting And Bookkeeping

  • Timely, accurate financials to help you make better business decisions
  • Gather Data Hassle Free
  • Balance the Books and Bank Accounts
  • Monthly Financial Reports
  • Private Client Portal
  • We download all bank statements and review for accuracy
  • Coordination with Payroll under one roof
  • Option to add Accounts Payable and Accounts Receivable management
  • Financials reviewed by Accounting Manager and tax professional


  • Timely Business and Personal Tax Returns
  • Preparation of Quarterly Tax Estimates
  • Financial Reports Reviewed for tax issues
  • Year round IRS Compliance
  • Mid-Year Tax Planning and Advice
  • Tax Strategies to Increase Refunds
  • Get the Largest Tax Refund Possible

One Fixed Rate

  • One low monthly rate with no hidden fees.
  • We do not charge hourly, fees are scalable as you grow.
  • Companies are encouraged to call us with questions, with no additional charges.
  • Easily budget your accounting costs and eliminate year end billing surprises.

Hosted Software

  • Quickbooks or Professional Business Manager Software.
  • Software hosted by us so you can access it from home or office with automatic daily backups.
  • All data is stored and backed up daily.
  • Available standalone or as part of this package.

Special Business Owners Package

Let’s Help Eliminate Your Stress

If you choose Appletree Business Services for your bookkeeping, payroll or tax needs, you’ll find that good things begin to happen in your business. Your common financial challenges will become simple with a clear map to create your ideal situation. More than that, we’ll identify your “typical” stresses and help make them go away.