All services paid up front month to month with a 30 day cancellation option
Final pricing for your customized service package by quote only
All services are tax deductible
Basic Services:
- Online accounting software: Xero or Quickbooks Online – monthly subscription included
- Online document management through Hubdoc – monthly subscription included
- Financial transactions are recorded, classified, reconciled and reviewed for accuracy for up to two bank accounts with up to a total of 75 transactions each month
- The “Big Three” financial reports customized monthly: Balance Sheet, Income Statement, and Statement of Cash Flows
- One 60-minute monthly phone consultation to discuss reports: keeping you in the know regarding your business financials
- Email support
- Communication with your CPA or tax preparation specialist
We bill a monthly flat-rate fee for these services. No surprises!
Additional Services available: Pricing by quote
- Additional Bank Accounts/Transactions
- Historical Clean Up
- Books a mess? We will reconcile as far back as possible to help you move forward.
- Catch Up
- Haven’t done your books for a few months? We will catch them up to the current month.
- Accounts Receivable
- Keep track of who owes you: invoicing
- Accounts Payable
- Keep track of who you owe: bill pay
- Don’t see what you’re looking for? Just ask!
Are you a new business or just starting out? Custom starter packages are available for new business owners that include setup and/or training in accounting software, quarterly reports, etc.
Want to learn more? Schedule your FREE consultation today!