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Service Packages

(Monthly)

Silver

Starting at $325

Account Limit: 2 bank and/or credit card accounts

Monthly transaction recording and categorization

Monthly account reconciliation

Monthly close of company books

Monthly expenses <$10,000

Annual preparation of management use financial statements

Gold

Starting at $450

Everything in Silver package, plus

Account Limit: 3 bank and/or credit card accounts

Monthly expenses $10,000>

Management Meetings

Quarterly financial statement analysis

Quarterly Tax Planning and Projections Report

Bill Pay- Up to 10

Budget Planning

Platinum

Starting at $725

Everything in Gold package, plus Platinum Bonuses below

Account Limit: 4 bank and/or credit card accounts

Monthly expenses $40,000>

Monthly close of company books

Monthly financial statement analysis

Cash Management

Tax planning

Additional
Services

Price Varies

Tax preparation

Accounts Payable (Pay bills)/Accounts Payable (Pay bills)

Accounting System set-up

Business Planning (job costing,hiring,etc.)

CFO & Controller Services

Sales tax reporting

Clean-up books/chart of accounts

Full/partial service payroll processing

Non-Profit Accounting

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