BOOKKEEPING
Starts at:
$500/mo
Package inclusions
- Weekly Updates
- Payroll Support
Other inclusions:
- Up to 2 bank account reconciliations
- Up to 2 credit card account reconciliations
- 1 Loan account reconciliation
ACCOUNTANT
★ MOST POPULAR
Starts at:
$750/mo
Package inclusions
Everything in Bookkeeping plus:
- Business Tax Return Preparation
Other inclusions:
- Up to 3 bank account reconciliations
- Up to 3 credit card account reconciliations
- 2 Loan account reconciliation
- Quarterly coaching call
CONTROLLER
Starts at:
$2,500/mo
Package inclusions
Everything in Accountant plus:
- Payroll Management
- Accounts payable management
- Accounts receivable management
Other inclusions:
- Up to 4 bank account reconciliations
- Up to 4 credit card account reconciliations
- 3 Loan account reconciliation
- Monthly coaching call
- Annual budgeting prep
- Quarterly cash flow reporting
CFO
Starts at:
$5,000/mo
Package inclusions
Everything in Controller plus:
- KPI Monitoring
- Tax Planning
- Tax Projections
- Strategic Planning
Other inclusions:
- Unlimited bank account reconciliations
- Unlimited credit card account reconciliations
- Unlimited loan account reconciliation
- Twice a month coaching call
- Quarterly budget prep reporting
- Monthly cash flow reporting
BANK ACCOUNT RECONCILIATION
Up to 2
Accounts
Up to 3
Accounts
Up to 4
Accounts
Unlimited
Accounts
CREDIT CARD ACCOUNT RECONCILIATION
Up to 2
Accounts
Up to 3
Accounts
Up to 4
Accounts
Unlimited
Accounts
LOAN ACCOUNT RECONCILIATIONS
1
Account
Up to 2
Accounts
Up to 3
Accounts
Unlimited
Accounts
COACHING CALL
N/A
Quarterly
Monthly
Twice a month
BUDGET
N/A
N/A
Annual Prep
Quarterly Reporting
CASH FLOW MANAGEMENT
N/A
N/A
Quarterly Reporting
Monthly Reporting