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Sample Bookkeeping and Accounting Packages

We Offer Different Customizable Plans according to your needs, from standard bookkeeping services to more advanced packages.

Bookkeeping FoundationStarting at:

$ $500

Monthly
  • Peace of Mind
  • Monthly Reconciliation of Bank Accounts
  • Monthly Reconciliation of Credit Cards
  • Monthly Categorization of Revenue and Expenses
  • Monthly Prepayments & Accruals
  • Monthly Fixed Asset Management
  • Monthly Financial Reporting
  • Live Quarterly Financial Meetings
  • Quarterly Reconciliaton of other accts (loans, etc)
  • Unlimited Access for Questions (72-hr guarantee)

Controller ServicesStarting at:

$ $800

Monthly
  • Greater analytics to make informed decisions
  • *Includes all of Bookkeeping Foundation Services
  • Monthly Reconciliaton of other accts (loans, etc)
  • Live Monthly Financial Meetings
  • Financial Reports by Service Line
  • Financial Dashboard & Selected KPIs
  • Accounts Receivable Management
  • Cash Flow Forecasting
  • Quarterly Detailed Tracking of Expense by Vendor
  • Unlimited Access for Questions (48-hr guarantee)

CFO ServicesStarting at:

$ $1,100

Monthly
  • Highest level of support
  • *Includes all of Controller Services
  • Financial Dashboard & extensive KPIs
  • Financial Analysis
  • Annual Budget
  • Actual vs Budget analysis
  • Accounts Payable Management
  • Payroll Processing W-2s
  • 1099 Process & Filing
  • Sales & Use Tax Filings
  • Unlimited Access for Questions (24-hr guarantee)

Add-On Services

Additional services are available, please inquire if interested

Payroll Services
Accounts payable
QuickBooks Cleanup
Sales and use tax filing
Conversion to quickBooks online

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If You Are Interested Or Have Questions About Our Services, Please Complete This Form And We Will Get Back To You Shortly!

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Whether to inquire about service or just to learn more, we would love to talk to you!
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