Bookkeeping and Reporting Services
Bronze Package
This plan is for individuals or small businesses with fewer accounts and recurring transactions that need a monthly P&L.
Starting at $250/month.
Included
- Categorizing Transactions from Bank Feeds
- Reconciliation of accounts (limits apply)
- Monthly P&L Statement
- Monthly Client Meeting
nOT INCLUDED
- Manual uploads of transactions
- Payrolls Processing
- Accounts Payable
- Accounts Receivable
- Migration and integration services
Silver Package
Provides business owners with monthly bookkeeping services and reporting based on the number of transactions and accounts. It is the best value for growing businesses that require monthly P&Ls, tagging, and classifications.
Pricing starts at $500.00/month.
Benefits
- Everything in Bronze (with limits)
- Manual uploads of transactions
- Migration and integration services (limits apply)
- Custom reporting for one (1) entity
- Two to three calls with the client per month
Not Included
- Multi-entity reporting
- Migration services to QuickBooks Desktop
- Accounts Payable management
- Accounts Receivable management
- Payroll Processing
platinum
Designed to serve the needs of medium-sized businesses with desktop applications. Appropriate for multi-entity LLCs. Ability to scale as your business grows.
Starting at $1500 per month.
Benefits
- General Ledger activities with an Enterprise solution.
- Coordination of data migration with Saas provider from legacy systems
- Trouble-shooting with Saas provider.
- Multi-entity reporting
- Customized reporting across entities with consolidated views
Additional services not included
- Payroll Processing Provider
- Accounts Payable Management
- Accounts Receivable Management
- FP&A reporting and integration
- Integration with ERP tools
- Monthly accounting and reporting production
- Presentation tools and Board Packs