For New Business Owners, Small Business Owners, Sole Props

✓ (Up to 100 Transactions)
✓ Bank Reconciliation    (1 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation   (1 Credit Card Account)
✓ Monthly Reports    Prepare Balance Sheet and Profit &Loss Statement
✓ Monthly Client Support    Email/Phone and Client Meet-Up (Once Monthly)
✓ Year-End Tax Package
Note:

  • Extra Services can be added to any package for an additional charge and agreed upon in advance
  • Payroll Services can be added to any package for an additional charge starting at $75/month *plus, one time set-up fees
  • Package pricing are based on using QuickBooks Online Product or Web-connect
  • Prices may vary depending on transaction details and volume
  • Prices are subject to change without notice

For Medium Businesses

✓ (Up to 175 Transactions)
✓ Bank Reconciliation (2 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation (up to 3 Accounts)
✓ Monthly Reports Prepare Balance Sheet and Profit & Loss Statement
✓ Monthly Client Support Email/Phone and Client Meet-Up (Once Monthly)
✓ Reconciling State Sales Tax
✓ Entering Principal and Interest for any Loan Payments
✓ Reviewing A/R for Overdue Accounts and Emailing of Report, if needed
✓ Year-End Tax Package
Note:

  • Extra Services can be added to any package for an additional charge and agreed upon in advance
  • Payroll Services can be added to any package for an additional charge starting at $75/month *plus, one time set-up fees
  • Package pricing are based on using QuickBooks Online Product or Web-connect
  • Prices may vary depending on transaction details and volume
  • Prices are subject to change without notice

Advanced package

✓ (Up to 250 Transactions)
✓ Bank Reconciliation (2 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation  (up to 5 Accounts)
✓ Monthly Reports Prepare Balance Sheet and Profit & Loss Statement
✓ Monthly Client Support Email/Phone and Client Meet-Up (Once Monthly)
✓ Reconciling State Sales Tax
✓ Entering Principal and Interest for any Loan Payments
✓ Reviewing A/R for Overdue Accounts and Emailing of Report, if needed
✓ A/R & A/P
✓ Year-End Tax Package
✓ And More…
Note:

  • Extra Services can be added to any package for an additional charge and agreed upon in advance
  • Payroll Services can be added to any package for an additional charge starting at $75/month *plus, one time set-up fees
  • Package pricing are based on using QuickBooks Online Product or Web-connect
  • Prices may vary depending on transaction details and volume
  • Prices are subject to change without notice

Real Estate Accounting

✓ (Up to 250 Transactions)
✓ Bank Reconciliation
(2 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation 
(up to 5 Accounts)
✓ Monthly Reports
Prepare Balance Sheet and Profit & Loss Statement
✓ Class by property

✓ A/R & A/P
✓ Year-End Tax Package
✓ And More…
Note:

  • Extra Services can be added to any package for an additional charge and agreed upon in advance
  • Payroll Services can be added to any package for an additional charge starting at $75/month *plus, one time set-up fees
  • Package pricing are based on using QuickBooks Online Product or Web-connect
  • Prices may vary depending on transaction details and volume
  • Prices are subject to change without notice
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