The below packages are only example packages. All packages are tailored to meet the needs of each business and are custom-priced.
| Bookkeeping & Accounting Services | Plan1 ($1600+) | Plan 2 ($1100+) | Plan 3 ($600+) |
|---|---|---|---|
| One-Time Set-Up Fee in QuickBooks Online | |||
| Customization of Chart of Accounts | |||
| General Ledger Maintenance | |||
| Monthly Close of Books | |||
| Adjustments and Reclassifications | |||
| Monthly Bank and Credit Card Reconciliations | |||
| Monthly Account Reconciliations | |||
| Monthly Financial Statements and Customized Reports | |||
| Integration and Training of 3rd Party Apps | |||
| Unlimited Support and Q&A | |||
| Scheduled Meeting to Review Financials | Monthly | Monthly | Quarterly |
| One-Time and Recurring Customer Invoicing | |||
| Bill and Bill Payment | |||
| Analysis of Accounts Receivable | |||
| Analysis of Accounts Payable | |||
| Expense Tracking | |||
| Job Costing and Classes | |||
| Payroll Processing and Filing of Forms 941 and 940 | |||
| Creation and Delivery of Form 1099 and 1096 | |||
| Sales Tax Form Preparation | |||
| Employee Expense Tracking & Reimbursement | |||
| Controller & Financial CFO Services | Plan 1 ($1600+) | Plan 2 ($1100+) | Plan 3 ($600+) |
| Profit and Loss Analysis | Available | Available | N/A |
| Spend Management | Available | Available | N/A |
| Detailed Financial Statement Flux Analysis | Available | Available | N/A |
| Revenue Recognition | Available | Available | N/A |
| Complex Transaction Review | Available | Available | N/A |
| Team Member Performance | Available | Available | N/A |
| Company-Wide KPIs | Available | N/A | N/A |
| Performance by Project | Available | N/A | N/A |
| Budget Creation and Analysis | Available | N/A | N/A |
| 12-Month Forecasting | Available | N/A | N/A |