The Essentials

$350/month

*QuickBooks subscription not included

  • Weekly transaction recording

  • Monthly bank and credit card reconciliations

  • Monthly financial statement preparation to include Profit & Loss, Balance Sheet, and Statement of Cash Flows

The Elite

$750/month

*QuickBooks subscription not included

  • The Essentials package

  • Monthly planning and strategy session

  • State and local tax filings including sales and business tax

  • Weekly reporting

 

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The Platinum

$1,200/month

*QuickBooks subscription not included

  • The Elite package

  • Accounts Payable management

  • Accounts Receivable management

  • Payroll processing and tax filings

  • Customized reporting

 

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*Customized packages available!