Monthly

TIER STARTER
Weekly Vendor Bills & Payments Processing
Up to 100 monthly transactions
Up to 2 checking bank accounts (whether checking or business credit card accounts)
No Payroll
Weekly Cashflow Projection - upon request
Standard Financial Reports (incl. BS, P&L, AR/AP Aging, Owner Contribution/Distribution Detail; Other Account GL Detail upon request)
$175


TIER 1

Up to 250 monthly transactions
Up to 3 accounts (whether checking or business credit card accounts)
Payroll up to 3 employees (reporting only)
Standard Financial Reports (incl. BS, P&L, AR/AP Aging, Owner Contribution/Distribution Detail; Other Account GL Detail upon request)
$275

TIER 2
Up to 350 monthly transactions
Up to 5 accounts (whether checking or business credit card accounts)
Standard Financial Reports (incl. BS, P&L, AR/AP Aging, Owner Contribution/Distribution Detail; Other Account GL Detail upon request)
$400

TIER 3
Weekly Vendor Bills & Payments Processing
Up to 500 monthly transactions
Up to 5 accounts (whether checking or business credit card accounts)
Weekly Cashflow Projection - upon request
Standard Financial Reports (incl. BS, P&L, AR/AP Aging, Owner Contribution/Distribution Detail; Other Account GL Detail upon request)
$500


CUSTOM TIERS

We can custom create a specific package to suit your needs, whether it includes or excludes payroll or other items.

ALL PACKAGES INCLUDE THE FOLLOWING:

  • Xero or Quickbooks account, unless your firm utilizes another software as a preference
  • Monthly deposit summaries recording
  • Monthly bank /credit card transactions recording and expense allocation
  • Monthly bank reconciliation of all bank & credit card accounts on file
  • Monthly confirmation and reconciliation of loan and fixed asset GL accounts
  • Financial statements and supporting schedule preparation (incl. Balance Sheet, Profit & Loss Statement, Accounts Receivable and Payable Aging Reports, Trial Balance, selected GL Detail reports)
  • Monthly conference call with the company management to analyze financial performance of the company
  • Full Setup of the company in the accounting system per company’s discretion
  • Full integration of the billing system, online banking, credit card processing and payroll (when needed) with the accounting system per Company’s discretion (NOTE: additional software cost, hosting fees, banking and/or credit card setup and maintenance fees are not included)
  • Dedicated Senior Reviewer in charge of the company’s account
  • Unlimited communication and integration with CPA or tax advisor
  • Unlimited phone and e-mail support


* Payroll is optional.
** No set up fees.

OTHER SERVICES

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Call now to find out how: 888.479.8884

Contact us for details.

  • Administrative
  • Sales Representatives
  • Assistants to Sales Representatives