Bronze- Starter Plan
Basic Bookkeeping & Reconciliations
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Monthly after-the-fact write up of transactions. Reconciliation of bank and credit card accounts.
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Monthly preparation of income statement and balance sheet.
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Trust account reconciliation
From:
$500/month
Growing Firm- Silver
Real Time Data
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Weekly bookkeeping with basic financial reporting
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Monthly reconciliation of all bank, loan, and credit card accounts
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Monthly financial statement preparation
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Year end journal entries
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Year end CPA compiled financial statements
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Unlimited support
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Federal and State Business Income Tax Returns
From:
$1100/month
Premier-Gold
Your Outsourced CFO
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All services from the Silver Plan with added accounts payable, accounts receivable, and payroll services
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Quarterly management meeting
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Monthly preparation of CPA compiled financial statements
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Monthly cash flow analysis
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Annual Budget preparation
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Federal and state business tax returns
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Unlimited support
From:
$1900/month