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| Services | Bronze Package | Silver Package | Gold Package | Platinum Package |
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| Appx Number of Transactions per Month | 150 | 250 | 450 | 750 | | Number of Bank/Credit Card Accounts | 1 | 2 | 4 | 4 | | Number of Loans | 1 | 2 | 2 | 2 | | Number of Additional Contacts (Owner/Partner/Manager) | 0 | 0 | 1 | 1 | | Monthly Phone/Video Chat 60 Mins | Yes | Yes | Yes | Yes | | Standard Financial Reports | Yes | Yes | Yes | Yes | | Annual Reports for Tax Prep | Yes | Yes | Yes | Yes | | Accounting Software Subscription (Xero, QBO, etc.) | Yes | Yes | Yes | Yes | | Receipt Management Subscription (Hubdoc, etc.) | Yes | Yes | Yes | Yes | | 1099 forms (Annual Preparation) | 2 | 4 | 6 | 8 | | call for price | call for price | call for price | call for price |
| Add Ons | One Time Fees |
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| Monthly Budgeting | One-Time Accounting Software Set-up | | Monthly Benchmarking | One-Time Consulting/Training Time (hourly) | Accounts Receivable Management
Accounts Payable Management | Catch-Up: (based on the number of Months Behind) | | Payroll Management | Historical Clean-Up: (based on number of Months Needing Fixed) | | Office Assistance | | Virtual Assistance | Hire a virtual assistant that can help operate other parts of your business, not just limited to bookkeeping processes. | | Data Entry | Hire efficient data entry workers to manage the repetitive day to day grind and free your team to do what they do best. |
Interested in any of our services or have custom request?Schedule Your Free Consultation → |
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