Essential Package This option is for businesses that only need "oversight" services.
- Bookeeping Review
- Posting Bank/Credit Card Transactions (Daily, Weekly, or Monthly)*
- Monthly Business Bank Reconciliation
- Monthly Business Credit Card Reconciliation
- Cash Reconciliation
- Accounts Receivable (Invoice Customers)
- Accounts Payable (Online and/or Traditional Check writing)
- QuickBooks Implementation/Conversion
- Chart of Accounts setup & Maintenance
- Monthly Financial Statements (Profit & Loss, Balance Sheet, & Cash Flow)
- Email & Telephone Support
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Core Package This option is for those who do not want comprehensive support and help but do, nevertheless, want more than just bookeeping.
- Basic Bookeeping
- Posting Bank/Credit Card Transactions (Daily, Weekly, or Monthly)*
- Monthly Business Bank Reconciliation
- Monthly Business Credit Card Reconciliation
- Cash Reconciliation
- Accounts Receivable (Invoice Customers)
- Accounts Payable (Online and/or Traditional Check writing)
- QuickBooks Implementation/Conversion
- Chart of Accounts setup & Maintenance
- Monthly Financial Statements (Profit & Loss, Balance Sheet, & Cash Flow)
- Email & Telephone Support
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Premium Package This is the best option for ambitious business owners who want comprehensive support and advice.
- Full charge Bookeeping
- Posting Bank/Credit Card Transactions (Daily, Weekly, or Monthly)*
- Monthly Business Bank Reconciliation
- Monthly Business Credit Card
- Reconciliation
- Cash Reconciliation
- Accounts Receivable (Invoice Customers)
- Accounts Payable (Online and/or Traditional Check writing)
- QuickBooks Implementation/Conversion
- Chart of Accounts setup & Maintenance
- Monthly Financial Statements (Profit & Loss, Balance Sheet, & Cash Flow)
- Email & Telephone Support
- Payroll Software Subscription
- Payroll Processing & Reporting
- Mandatory Government Tax Filings†
- Cloud Accounting & Financial Reporting System Subscription
- Dedicated Client Manager**
- Tax Preparation*
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