We offer a variety of packages to meet the unique needs of your business. Need something more customized? Contact us for a free consultation and we can build a custom package.
Level I:
- Up to 2 bank/credit card accounts
- Up to 50 transactions classified and reconciled
- Quarterly Financial Statements
- Email/phone correspondence (per point of contact)
- Quarterly Tax Reminders
- Annual Reports for Tax Prep
- QBO Subscription
- Hubdoc Subscription (if applicable)
- Initial Set-up
Level II:
- Up to 2 bank/credit card accounts
- Up to 100 transactions classified and reconciled
- Quarterly Financial Statements
- Email/phone correspondence (per point of contact)
- Quarterly Tax Reminders
- Annual Reports for Tax Prep
- QBO Subscription
- Hubdoc Subscription (if applicable)
- Initial Set-up
Level III:
- Up to 3 bank/credit card accounts
- Up to 150 transactions classified and reconciled
- Quarterly Financial Statements
- Email/phone correspondence (per point of contact)
- Quarterly Tax Reminders
- Annual Reports for Tax Prep
- QBO Subscription
- Hubdoc Subscription (if applicable)
- Initial Set-up
Add Ons:
- A/P Management/Invoicing
- A/R Bill-Pay Management
- Payroll Management
- Time Tracking & Scheduling
- Sales/Use Tax Reporting
- Coaching/Budgeting
- Catch-up Fee
- Historical Clean-Up
Contact us for a free consultation to see what level of services best fit your business needs.