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Sample Bookkeeping and Accounting Packages

We offer different customizable plans according to your needs, from standard bookkeeping services to more advanced packages.

Bookkeeping FoundationStarting at:

$ $290

Monthly
Peace of Mind
  • Monthly Reconciliation of Bank Accounts
  • Monthly Reconciliation of Credit Cards
  • Monthly Categorization of Revenue and Expenses
  • Monthly Prepayments & Accruals
  • Monthly Fixed Asset Management
  • Monthly Financial Reporting
  • Live Quarterly Financial Meetings
  • Quarterly Reconciliaton of other accts (loans, etc)
  • Time for Questions (72 hour guarantee)

Controller ServicesStarting at:

$ $540

Monthly
Greater Analytics To Make Informed Decisions
  • *Includes all of Bookkeeping Foundation services
  • Monthly Reconciliaton of other accts (loans, etc)
  • Compare Financials to Selected KPIs
  • Live Monthly Financial Meetings
  • Detailed Financial Reports
  • Financial Dashboard
  • Accounts Receivable Management
  • Quarterly Detailed Tracking of Expense by Vendor
  • Time for Questions (48 hour guarantee)

CFO ServicesStarting at:

$ $1,100

Monthly
Highest level of support
  • *Includes all of Controller Services
  • Sales Reporting
  • Financial Dashboard & Extensive KPIs
  • Financial Analysis
  • Accounts Payable Management
  • Payroll Processing & W-2s
  • 1099 Process & Filing
  • Sales & Use Tax Filings
  • Unlimited Access for Questions (24 hour guarantee)

Add-On Services

Additional services are available, please inquire if interested

Payroll Services
Accounts payable
QuickBooks Cleanup
Sales and use tax filing
Conversion to quickBooks online

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