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