Cloud based accounting/bookkeeping services tailored for your requirements at a predictable monthly price.


Service plans:

Essential:

For businesses that have less complex reporting requirements.

  • Subscription to QBO or Xero
  • Classify bank and credit card transactions
  • Bank and credit card account reconciliation
  • Prepare and file annual 1099 forms.
  • Ongoing Training and e-mail support

Enhanced:

For businesses that are growing quickly and/or have a higher volume of transactions

  • Subscription to QBO or Xero
  • Classify bank and credit card transactions
  • Track transactions by class or category
  • Bank and credit card account reconciliation
  • Monthly closing and or adjusting entries
  • Quarterly management reports and update meeting
  • Prepare and file annual 1099 forms.
  • Ongoing Training and e-mail support

Premium:

For businesses want additional analysis and advisory services

  • Subscription to QBO or Xero (if applicable)
  • Classify bank and credit card transactions
  • Track transactions by class or category
  • Bank and credit card account reconciliation
  • Monthly closing and or adjusting entries
  • Monthly management reports and update meeting
  • Budgeting and/or forecasting
  • KPI reporting and review
  • Process documentation
  • Prepare and file annual 1099 forms.
  • Ongoing Training and e-mail support

We currently use QuickBooks Online, Xero or NetSuite for our cloud based accounting services.


Contact us for a free initial consultation

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