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
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
*Customized packages available!