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
MonthlyPeace 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
MonthlyGreater Analytics To Make Informed Decisions
- *Includes all of Bookkeeping Foundation services
- Monthly Reconciliaton of other accts (loans, etc)
- Monthly Financial Results Meeting
- Financial Analysis
- Financial Reports by Service
- Financial Dashboard & Selected KPIs
- Accounts Receivable Management
- Quarterly Detailed Tracking of Expense by Vendor
- Time for Questions (48 hour guarantee)
CFO ServicesStarting at:
$ $1,100
MonthlyHighest level of support
- *Includes all of Controller Services
- Extensive Month End Package and Analysis
- Financial Dashboard & extensive KPIs
- Extensive 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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