Monthly Service Packages

Ready to take the stress out of your financial management? Book a convenient appointment with us today and let our friendly expert guide you to smoother bookkeeping solutions tailored just for you.

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PLAN A

A helping hand (bookkeeping basics package)

$350+ per month

  • All supplier bills categorized & posted to QuickBooks Online

  • All income/sales posted to QuickBooks Online

  • All supplier/customer credit notes posted to QuickBooks Online

  • Bank and credit card transactions posted to QuickBooks Online and reconciled

  • All adjustment, asset depreciation, prepayment and accrual journals posted to QuickBooks Online

  • Full inventory accounting

PLAN B

We got it covered (bookkeeping essentials package)

$550+ per month

  • All supplier bills categorized & posted to QuickBooks Online

  • All income/sales posted to QuickBooks Online

  • All supplier/customer credit notes posted to QuickBooks Online

  • Bank and credit card transactions posted to and reconciled on QuickBooks Online

  • All adjustment, asset depreciation, prepayment and accrual journals posted to QuickBooks Online

  • Full inventory accounting

Produce and deliver your monthly financial reports by 10th of every month:

  • Profit & Loss

  • Balance Sheet

  • Cash Flow Summary

PLAN C

One-Stop shop (advanced bookkeeping & financial consultation package)

$1,000+ per month

All supplier bills categorized & posted to QuickBooks Online

  • All supplier bills categorized & posted to QuickBooks Online

  • All income/sales posted to QuickBooks Online

  • All supplier/customer credit notes posted to QuickBooks Online

  • Bank and credit card transactions posted to and reconciled on QuickBooks Online

  • All adjustment, asset depreciation, prepayment and accrual journals posted to QuickBooks Online

  • Full inventory accounting

Produce and deliver your monthly financial reports by 10th of every month:

  • Profit & Loss (including analysis & commentary)

  • Balance Sheet

  • Cash Flow Summary

Monthly financial performance consultation to enable greater business growth and profit maximization.

Full-service A/P Management: We will post supplier invoices, track due dates, process supplier payment and send payment confirmation to suppliers

Full service A/R management: We will create your bills, send to customers and track payment for you (includes follow up on overdue bills)

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