Service Packages
Pick the Package That’s Right For You
Bookkeeping / Accounting Packages
Terms: Payment due up front. Reserve must be used within a 12-month period of time.
Bronze
5 Hours- Standard On-boarding process
- Bank connection
- Bank feeds processing and categorizing
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
Silver
10 Hours- Standard On-boarding process
- Bank connection
- Bank feeds processing and categorizing
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
Gold
15 Hours- Standard On-boarding process
- Bank connection
- Bank feeds processing and categorizing
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
Platinum
20 Hours- Standard On-boarding process
- Bank connection
- Bank feeds processing and categorizing
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
Controller Review Packages
Terms: Payment due up front. Reserve must be used within a 12-month period of time.
Bronze
5 Hours- Premium On-boarding process
- Bank connections
- Bank feeds processing and categorization
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
- Cash Flow Statements review and preparation
- Cash flow forecasting
- Inventory reconciliation
- Audit
Silver
10 Hours- Premium On-boarding process
- Bank connections
- Bank feeds processing and categorization
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
- Cash Flow Statements review and preparation
- Cash flow forecasting
- Inventory reconciliation
- Audit
Gold
15 Hours- Premium On-boarding process
- Bank connections
- Bank feeds processing and categorization
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
- Cash Flow Statements review and preparation
- Cash flow forecasting
- Inventory reconciliation
- Audit
Platinum
20 Hours- Premium On-boarding process
- Bank connections
- Bank feeds processing and categorization
- Bank reconciliation processing
- Credit cards bank feeds categorization and processing
- Credit cards reconciliation
- Vendor review and categorization
- Payroll setup and accounting
- Chart of Accounts review and categorization
- Trial Balance review and preparation
- P&L review and preparation
- Balance Sheet review and preparation
- Cash Flow Statements review and preparation
- Cash flow forecasting
- Inventory reconciliation
- Audit
Benefits
- Client Incentive: Purchase a bundled package to receive discounted rates for hourly services. Higher the package, the greater the discount.
- Consistent Rates: Based on position required to complete work regardless of the type of service being provided such as project accounting, recurring accounting work, business consulting, etc.
- Client Flexibility: Clients can use the reserve funds towards any service that is sold hourly.
If you’re not quite ready to sign up, please take a moment to schedule a discovery call with us to see how we may be able to help your business grow.