ServicesBronze PackageSilver PackageGold PackagePlatinum Package
Appx Number of Transactions per Month50100150550
Number of Bank/Credit Card Accounts1244
Number of Loans1222
Number of Additional Contacts (Owner/Partner/Manager)0011
Monthly Phone/Video Chat 60 MinsYesYesYesYes
Standard Financial ReportsYesYesYesYes
Annual Reports for Tax PrepYesYesYesYes
Accounting Software Subscription (Xero, QBO, etc.)YesYesYesYes
Receipt Management Subscription (Hubdoc, etc.)YesYesYesYes
1099 forms (Annual Preparation)2468
$350 / Month$465 / Month$675 / Month$1235 / Month
Add OnsOne Time Fees
Monthly BudgetingOne-Time Accounting Software Set-up
Monthly BenchmarkingOne-Time Consulting/Training Time (hourly)
Accounts Receivable Management
Accounts Payable Management
Catch-Up: (based on the number of Months Behind)
Payroll ManagementHistorical Clean-Up: (based on number of Months Needing Fixed)
Office Assistance
Virtual AssistanceHire a virtual assistant that can help operate other parts of your business, not just limited to bookkeeping processes.
Data EntryHire efficient data entry workers to manage the repetitive day to day grind and free your team to do what they do best.

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