Accounting Packages (Additional for Payroll)
Starter (min. $500 / month)
Advanced (min. $650 / month)
Advanced (min. $650 / month)
- Quarterly Categorize Transactions
- Quarterly Reconcile 2 accounts
- Quarterly Reconcile Reports
- Limited Email support via email
- Requirements:
- Invite to QuickBooks / Xero
- Connected Bank Feeds
A new business with more limited activity, with no employees or payroll and not much emphasis on monitoring growth or transactions on a regular basis.
Advanced (min. $650 / month)
Advanced (min. $650 / month)
Advanced (min. $650 / month)
- Everything in Starter, for up to 4 total accounts
- Subscription to QBO
- Monthly cash basis financial statements
- Monthly reconciliation of loans
- Monthly import and quarterly reconciliation of payroll transactions
- Record of monthly depreciation and amortization, as needed
- Virtual Quarterly meeting to review financials
Best for new business with more activity and emphasis on monitoring growth or transactions on a regular basis. This type of business has payroll for contractors or (1 to 5) employees
Premium (min. $1,000 / month)
Premium (min. $1,000 / month)
Premium (min. $1,000 / month)
- Everything in Advanced, for up to 6 total accounts
- Monthly accrual financial statement package
- State tax filing for one state
- Monthly inventory recorded
- All bank transactions accepted weekly
- Accounts Payable
- Virtual Monthly meeting to review financials
- Business/ Corporate Returns
Best for businesses that is more interested in monitoring expenses and setting growth goals. Typically this business is positioning for growth. (5 to 8 contractors / employees on payroll)
Custom (min $1,600 / month *)
Premium (min. $1,000 / month)
Premium (min. $1,000 / month)
- May include everything in Premium, plus
- Full maintenance of all accounting files
- Quarterly Estimated tax monitoring
- Invoice creation
- Revenue/Expense tracking by job, project, department or class
- Reporting - Monthly monitoring including month over month and yearly analysis
- Monthly, quarterly, or annual budget tracking
- Cash flow tracking and analysis
- Shareholder Individual return up to 3
- Plus other additional services
Best for businesses that are rapidly growing and needs all the help they can't afford an in-house Controller/CFO. The understand their time is better spent spending time on income producing activities. (8+ contractors / employees on payroll)