Tailored to your Needs
Bookkeeping
Starting at $499/month
Includes
Cash Basis Accounting
3 Accounts (Bank and/or Credit Cards)
QuickBooks Online subscription
Access to Document Portal
Bank Transactions Classified/Posted Monthly
Account Administration and Reconciliations
Monthly Reporting:
– Income Statement
– Balance Sheet
– Accounts Receivable Aging
– Accounts Payable Aging
– Period Close-out and Review
– Process Review and Streamlining
– 1099 Filings included – Up to 12
ACCOUNTANT
Starting at $799/month
Includes
Includes Bookkeeping plan plus
Cash or Accrual Basis
5 Accounts (Bank and/or Credit Cards)
Bank Transactions Classified/Posted Weekly
1099 Filings included – Up to 24
Quarterly Sales/Use Tax Filing (via Avalara)
Twice Monthly Bill Pay
AP Management – up to 40 Vendor Bills
CONTROLLER
Starting at $1299/month
Includes
Includes Accountant plan plus
8 Accounts (Bank and/or Credit Cards)
Bank Transactions Classified/Posted Daily
Weekly Bill Pay
AP Management – up to 80 Vendor Bills
Payroll Management
(2 pay periods per month <15 employees 1099 Filings included – Up to 36)
Financial Analysis – actuals versus budget variances
Establishing/Maintaining KPI’s
Cash Flow Forecasting
Custom Reporting
Job/Project Costing