Value-Based Pricing
Bronze Compliance Package
Compliance Bookkeeping
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Quarterly Financial Statements
(Balance Sheet & P&L)
Up to 2 Bank Feeds
50 Transactions per bank feed
Silver Compliance Package
Compliance Bookkeeping
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Monthly Financial Statements
(Balance Sheet & P&L)
Up to 4 Bank Feeds
75 Transactions per bank feed
Gold Compliance Package
Compliance Bookkeeping
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Monthly Financial Statements
(Balance Sheet & P&L)
Up to 6 Bank Feeds
150 Transactions per bank feed
Bookkeeping + Fractional CFO Platinum Package
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Monthly Financial Statements
(Balance Sheet & P&L)
Unlimited Bank Feeds
Unlimited Transactions per bank feed
A/R Reporting & Management
A/P Reporting & Management
Fractional CFO Services
Cash Flow Reporting
KPI Tracking
Bookkeeping + Fractional CFO Diamond Package
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Monthly Financial Statements
(Balance Sheet & P&L)
Unlimited Bank Feeds
Unlimited Transactions per bank feed
A/R Reporting & Management
A/P Reporting & Management
Fractional CFO Services
Cash Flow Reporting
KPI Tracking
Individual Department Budget Analysis and Planning
Profitability Analysis
Custom Fractional CFO Package
Contact us to discuss your individual needs!
Additional Services
These services can be stand alone or added on to above packages
Payroll
We will run your weekly, bi-weekly, or monthly payroll and take care of all your tax payments and compliance. We can also handle your 1099 contractors!
Invoicing and Bill Payment
Are you tired of spending your valuable time paying bills and invoicing your clients/customers? We can take this task off your hands. Call us today to discuss how we can help you!
Fractional CFO & Advisory Services
This service is completely customized based on your individual business needs. This can include budgeting, profitability analysis, cash flow management and analysis, marketing planning and strategy, HR advisory and solutions. Schedule a call today to learn how these services would benefit you and your company.
QB Online Set-up
We will set-up your company with a clean and organized chart of accounts. This includes manually entering or importing your customers and vendors as well as your service listings. You will then have clean and efficient accounting system.
Gusto Payroll Set-up
If you are new to running payroll, or looking for a new service provider, we can help! We will set your company up with our preferred Payroll Provider, Gusto. As a Certified Gusto People Advisor, we are able to ensure your payroll accounts are set up properly and are in compliance with your state and federal requirements.
Catch-up and Clean-up
This service includes a review of your current accounting system if one is in place. We will go through and clean-up any transaction mis-categorization and account reconciliations done in error, brining your account back on track. If there are outstanding months of recordings and reconciliations that need to de done, we process those as well. This service is based on the number of months and transactions involved.