Monthly | Type |
Historic Clean-up | Add-on |
Software subscription (training is an add-on) | Standard |
Bank and Credit Card Reconciliations | Standard |
Financial Statement Preparation (Balance Sheet, Income Statement, Statement of Cash Flow) | Standard |
Document Management | Add-on |
Accounts Receivable Management | Add-on |
Accounts Payable Management | Add-on |
Payroll Management | Add-on |
Quarterly | |
Financial Statement Deep Dive Conference | Standard |
Annually | |
Tax Filing Preparation | Standard |
1099 Filing | Add-on |
Other | |
Custom Reports and KPIs | Add-on |
Budgeting and Forecasting | Add-on |
(up to 100 transactions/month) Starting at $400/month
Advanced
(101-200 transactions/month) Starting at $550/month
Premier
(200+ transactions/month) Contact us for a quote