Services
Monthly Packages
Basic
-Quickbooks Online Subscription
-Paperless Receipts Software Included
-Client Portal Included
-Monthly Bookkeeping
-Up to 100 transactions
-Enter and reconcile transactions for up to 4 bank accounts/credit cards
-Enter accounts receivable, as needed
-Provide monthly P&L, -Balance Sheet and other reports as needed.
-Email Support, Monthly Meetings
Enhanced
-Quickbooks Online Subscription
-Paperless Receipts Software Included
-Client Portal Included
-Semi-Monthly Bookkeeping
-Up to 250 transactions
-Enter and reconcile transactions for up to 6 bank accounts/credit cards
-Enter accounts receivable, as needed
-Provide monthly P&L, Balance Sheet and other reports as needed.
Email Support, Semi-Monthly Meetings
Premium
-Quickbooks Online Subscription
-Paperless Receipts Software Included
-Client Portal Included
-Weekly Bookkeeping
-Unlimited transactions
-Enter and reconcile transactions for unlimited accounts/credit cards
-Enter accounts receivable, as needed
-Provide monthly P&L, Balance Sheet and other reports as needed.
-Email Support, Weekly
Controller Services and Fractional CFO Services
-Review your financial health and processes.
-Prepare a financial strategy by evaluating shifts and changes in the finance function through a defined vision and road map.
-Maintain budget and financial forecasts
-Conduct strategic analysis
-Provide recommendations for benchmarking and financial turnaround, in order to improve cash flow, stabilize operations and implement processes for a successful business.
Add On's
-Sales Tax Filing
-Payroll
-Accounts Payable
-Year-End 1099 Filings
-Entity Structuring
-New Business Set Up/Accounting Software
-Cleanup