BOOKKEEPING PACKAGES
Silver Package
Perfect for new business owners.
Starting at $400 per month
Monthly recording of all transactions (up to 75 transactions , updated monthly).
Monthly classification and matching of all transactions (up to 75 transactions, updated monthly).
Coding income and expenses.
Discounted Quickbooks online subscription
Monthly reconciliation of business bank (up to 2 total bank AND credit card accounts).
Monthly reconciliation of credit card accounts (up to 2 total bank AND credit card accounts).
Monthly prepared financial reports (statements): P&L and balance sheet.
Monthly 1:1 30 min call.
E-mail and phone support.
Quarterly estimated tax payments.
Year end package for your tax preparation (reports to provide to your CPA or tax preparer for your business /personal tax return).
Ideal for growing businesses.
Starting at $750 per month
Monthly recording of all transactions (up to 175 transactions, updated bi-weekly).
Monthly classification and matching of all transactions (up to 175 transactions, updated bi-weekly).
Coding income and expenses.
Discounted Quickbooks online subscription
Monthly reconciliation of business bank (up to 4 total bank and credit card accounts).
Monthly reconciliation of credit card accounts (up to 4 total bank and credit card accounts).
Monthly prepared financial reports (statements): P&L and balance sheet.
Quarterly 1:1 call (up to 1 hour).
E-mail and phone support.
Quarterly estimated tax payments.
A monthly figure to save for taxes that’s customized to your income.
Year end package for your tax preparation (reports to provide to your CPA or tax preparer for your business/personal tax return).
Track and reconcile your loans.
Track and enter your asset's depreciation.