| $199.00Per Month | For businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant. - Real-time visibility into your finances
- Monthly P&L and balance sheet based on your bank and credit card activity
- Year-end package for your tax preparer
- Email support from our US-based accounting team
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| Starting at $300.00Per Month | - Generate a monthly report which includes the profit and loss statement, balance sheet and statement of cash flows.
- Books will be delivered by the 15th monthly, pending client clarification on misc transactions.
- Accrual or cash-basis bookkeeping in Quickbooks.
- Reconcile banks and credit cards against their statements.
- Manage revenue transactions including: Allocate revenue to the appropriate account, Book and maintain deferred revenue entries and Reconcile invoices from e.g., QBO, bill.com, etc.
- Manage expense transactions including: Breakdown COGS vs. Expenses according to management’s guidance and Identify and handle accrued or prepaid expenses.
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| Starting at $750.00Per Month | - ✓ Annual Finance Team
- ✓ No Annual Contract
- ✓ Monthly Bookkeeping Services
- ✓ Annual Financial Statement Preparation
- ✓ Annual Coaching and Advisory Meetings
- ✓ Annual Tax Advisory
- ✓ One Business Tax Return
- ✓ One Individual Tax Return
- ✓ Individual Benefits and Retirement Planning Support
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