The Essentials


*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


*QuickBooks subscription not included

  • The Essentials package

  • Monthly planning and strategy session

  • State and local tax filings including sales and business tax

  • Weekly reporting


The Platinum


*QuickBooks subscription not included

  • The Elite package

  • Accounts Payable management

  • Accounts Receivable management

  • Payroll processing and tax filings

  • Customized reporting


*Customized packages available!