Bookkeeping Packages
  • Standard Services

    Standard Services
  • Reconcile (2) Bank Accounts
    (up to 100 transactions / month)

    Reconcile (2) Bank Accounts
    (up to 100 transactions / month)
  • Reconcile (1) Credit Card Account
    (up to 100 transactions / month)

    Reconcile (1) Credit Card Account
    (up to 100 transactions / month)
  • Reconcile of all other Balance Sheet accounts

    Reconcile of all other Balance Sheet accounts
  • Trends review – Profit & Loss

    Trends review – Profit & Loss
  • Client Management Review Meeting

    Client Management Review Meeting
  • Period-End Report Package Delivery

    Period-End Report Package Delivery
  • Additional Services

    Additional Services
  • Entry of up to 25 bank or credit card transactions

    Entry of up to 25 bank or credit card transactions
  • Processing Payroll -2 Occurrences Per Month (Up to 5 Salaried Employees)

    Processing Payroll -2 Occurrences Per Month (Up to 5 Salaried Employees)
  • Accounts Payable(Entry of up to 25 transactions – using billpay service)

    Accounts Payable(Entry of up to 25 transactions – using billpay service)
  • Accounts Receivable(Entry of up to 25 transactions – using Intuit MS)

    Accounts Receivable(Entry of up to 25 transactions – using Intuit MS)
  • Weekly Client Consulting Meeting

    Weekly Client Consulting Meeting
Starter
Package Monthly
  • Standard Services

  • Reconcile (2) Bank Accounts
    (up to 100 transactions / month)

    check
  • Reconcile (1) Credit Card Account
    (up to 100 transactions / month)

    check
  • Reconcile of all other Balance Sheet accounts

    check
  • Trends review – Profit & Loss

    check
  • Client Management Review Meeting

    check
  • Period-End Report Package Delivery

    check
  • Additional Services

  • Entry of up to 25 bank or credit card transactions

  • Processing Payroll -2 Occurrences Per Month (Up to 5 Salaried Employees)

  • Accounts Payable(Entry of up to 25 transactions – using billpay service)

  • Accounts Receivable(Entry of up to 25 transactions – using Intuit MS)

  • Weekly Client Consulting Meeting

Growth
Package Monthly
  • Standard Services

  • Reconcile (2) Bank Accounts
    (up to 100 transactions / month)

    check
  • Reconcile (1) Credit Card Account
    (up to 100 transactions / month)

    check
  • Reconcile of all other Balance Sheet accounts

    check
  • Trends review – Profit & Loss

    check
  • Client Management Review Meeting

    check
  • Period-End Report Package Delivery

    check
  • Additional Services

  • Entry of up to 25 bank or credit card transactions

    check
  • Processing Payroll -2 Occurrences Per Month (Up to 5 Salaried Employees)

    check
  • Accounts Payable(Entry of up to 25 transactions – using billpay service)

    check
  • Accounts Receivable(Entry of up to 25 transactions – using Intuit MS)

    check
  • Weekly Client Consulting Meeting

Accelerate
Package Monthly
  • Standard Services

  • Reconcile (2) Bank Accounts
    (up to 100 transactions / month)

    check
  • Reconcile (1) Credit Card Account
    (up to 100 transactions / month)

    check
  • Reconcile of all other Balance Sheet accounts

    check
  • Trends review – Profit & Loss

    check
  • Client Management Review Meeting

    check
  • Period-End Report Package Delivery

    check
  • Additional Services

  • Entry of up to 25 bank or credit card transactions

    check
  • Processing Payroll -2 Occurrences Per Month (Up to 5 Salaried Employees)

    check
  • Accounts Payable(Entry of up to 25 transactions – using billpay service)

    check
  • Accounts Receivable(Entry of up to 25 transactions – using Intuit MS)

    check
  • Weekly Client Consulting Meeting

    check