Bookkeeping
Gold Package
Starting at $850 per month
Ideal for growing businesses.
Monthly recording of all transactions (up to 175 transactions, updated bi-weekly).
Monthly classification and matching of all transactions (up to 175 transactions, updated bi-weekly).
Coding income and expenses.
Payroll entry/import.
Monthly reconciliation of business bank (up to 4 total bank and credit card accounts).
Monthly reconciliation of credit card accounts (up to 4 total bank and credit card accounts).
Monthly prepared financial reports (statements): P&L and balance sheet.
Quarterly 1:1 call (up to 1 hour).
E-mail and phone support.
Quarterly estimated tax payments.
A monthly figure to save for taxes that’s customized to your income.
Year end package for your tax preparation (reports to provide to your CPA or tax preparer for your business/personal tax return).
Track and reconcile your loans.
Track and enter your asset's depreciation.