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BOOKKEEPING PACKAGES

Standard Bookkeeping Packages

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Starter

Perfect for New Business Owners

  • Monthly account reconciliation

  • Software subscription included

  • Monthly transaction limit: 100

  • Bank and credit card accounts: 3

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Standard

Ideal for Growing Businesses

  • Weekly account reconciliation

  • Software subscription included

  • Unlimited transactions

  • Unlimited bank and credit card accounts

  • Hubdoc access

  • Bill.com access

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Analysing the Numbers
Premium

For Businesses Who Need Something Extra

  • Weekly account reconciliation

  • Software subscription included

  • Unlimited transactions

  • Unlimited bank and credit card accounts

  • Hubdoc access

  • Bill.com access

  • Invoicing and receivables management

  • Bill pay and payables management

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Business Team
Premium Plus Advisory

For Businesses Looking To Plan Ahead

  • Weekly account reconciliation

  • Software subscription included

  • Unlimited transactions

  • Unlimited bank and credit card accounts

  • Hubdoc access

  • Bill.com access

  • Invoicing and receivables management

  • Bill pay and payables management

  • Annual budget preparation and reports

  • Income and expense forecasting

  • Advanced financial reports and analysis

  • Project management

  • Inventory tracking

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Side-Business

Great for Schedule C Filers

  • Quarterly account reconciliation

  • Software subscription not included

  • Monthly transaction limit: 25

  • Bank and credit card account: 2

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Add-ons and Additional Services

Payment and Billing Invoices Business Fi
Invoicing & Receivables

Simple and Efficient Invoicing

  • Online invoicing through Bill.com

  • Get paid faster with electronic payments

  • Recurring invoice reminders to prevent over due invoices

  • We take care of invoice creation and delivery

Price

$150 per month

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Mobile bill payment barcode scan concept
Bill Pay & Accounts Payable

Hassle Free Bill Payments

  • Paperless payables with Bill.com

  • Custom bill payment process

  • Add bills quickly with the Bill.com app

  • Check writing

  • Synchronization with accounting system

  • Improved bill documentation
     

Price

$150 per month

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Analysing Data
Project Management

Maximize Project Profitability

  • Track income, expenses, and time on a per project basis

  • Specialized profitability reports for each project

  • Create invoices based on project data

  • See which projects are most profitable

Price

$100 per month

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Frequently Asked Questions

What is considered a transaction?

  • Bank deposits

  • Checks

  • Credit card charges

  • Bills and bill payments

  • Invoices and payments

I just purchased QuickBooks Online, and I do not know what to do, can you help me get setup?

Yes, we'll help get your file setup with opening balances, bank feeds, vendors, customers, and any other data you may need to get going. Pricing for this is typically between $200-$500.

I have not updated my books in a year, can you help me get caught up?

Absolutely, this requires a custom quote, which will be based on how many months of catch up are needed.

Do you provide any tax or financial services?

At this time, we do not provide any tax or financial statement services.

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