Services

The following basic services are available to all clients starting at $350/Month:

* Online accounting software set up in Quickbooks Online – monthly subscription included in every package

* All financial transactions will be recorded, classified, reconciled and reviewed for accuracy for up to two bank accounts and up to a total of 75 transactions each month

* Receipt management via cloud based software and storage – mobile friendly and super convenient

* Three monthly financial reports customized to your business (Balance Sheet, Income Statement and Statement of Cash Flows) – with an explanation of each one

* Monthly phone call/video chat to explain, support and provide detailed information keeping you in the financial know regarding your business

* Unlimited email support – because questions happen

* Annual reports provided to your tax preparation specialist

 

Your monthly package can be further customized with the following add on services:

*Additional Bank Accounts/Transactions         *Accounts Receivable

*Historical Clean Up                                                      *Accounts Payable

* Customized Reports                                                  *Budgeting & Strategy

*Payroll Coordination                                                   *Tax Services