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