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 |