Packages
Packages.
Basic.
- Monthly bank and cc reconcilations
- Monthly financial reporting
- For up to 250 transactions a month
- Unlimited phone and email support
- Payroll reconciliation
600/Month
Essentials.
- Monthly bank and cc reconcilations
- Monthly financial reporting
- For up to 250 transactions a month
- 1099 filing year end (up to 10)
- Unlimited phone and email support
- End of year review meeting
- Payroll reconciliation
950/Month
Deluxe.
- Monthly bank and cc reconcilations
- Monthly financial reporting
- Unlimited transactions a month
- 1099 filing year end (up to 10)
- Paid qbo subscription
- Unlimited phone and email support
- Quarterly review meeting
- Payroll reconciliation
- Year end journal entries
1750/Month
Premium
- Monthly bank and cc reconcilations
- Monthly financial reporting
- Unlimited transactions a month
- 1099 filing year end
- Paid qbo subscription
- Unlimited phone and email support
- Cleanup of historical books
- Monthly review meetings
- Assist tax accountant as needed
- Payroll reconciliation
- Monthly budgeting
- Cash flow management
- Year end journal entries