Bookkeeping and Accounting packages
Standard
- Email and Phone Support - Includes unlimited email and phone support - bonus
- Chart of Accounts/ Ledger Set-up
- Record Monthly Transactions
- Prepare Monthly Bank and Credit Card Reconciliations for up to 4 accounts and 150 transactions
- Prepare Monthly Financial Statements
- Monthly meeting for one hour to discuss reporting and client needs.
Small companies at the early stage and having limited activities will need basic bookkeeping and therefore the Standard is the right choice for you.
Premium
- Email and Phone Support - Includes unlimited email and phone support - bonus
- Chart of Accounts Review
- Record Monthly Transactions
- Prepare Monthly Bank and Credit Card Reconciliations for up to 5 accounts and 450 transactions.
- Prepare Monthly Financial Statements
- Monthly Accounts Payable Analysis
- Monthly Accounts Receivable Analysis
- Month-end and Year-end Closure
- Metrics and KPIs Reports
- Monthly Variance Report
- Budget Review
- Prepare Audit Schedules
- Weekly meeting for one hour to discuss reporting and client needs
The Premium package is ideal for companies with comprehensive bookkeeping and accounting needs that require advanced reporting.
Deluxe
- Email and Phone Support - Includes unlimited email and phone support - bonus
- Chart of Accounts/ Ledger Set-up
- Record Monthly Transactions
- Prepare Monthly Bank and Credit Card Reconciliations for up to 4 accounts and 300 transactions
- Prepare Monthly Financial Statements
- Monthly Accounts Payable Analysis
- Monthly Accounts Receivable Analysis
- Metrics & KPI Reports
- Month-end closure
- Bi-Monthly meeting for one hour to discuss reporting and client needs
Companies at the intermediate or growth stage that needs full bookkeeping services then the Deluxe is the best package.
Start Up
- Email and Phone Support
- Chart of Accounts
- Record Monthly Transactions
- Bank and Credit Card Reconciliation
- Projected Cash Flow
- Profit & Loss Statement
- Set-up Accounting System
- Monthly meeting for one hour to discuss reporting and client needs
Consulting
- Review Operating /Accounting Processes
- Inventory Reconciliation
- Fixed Asset Reconciliation
- Clean-up/Catch-up Service
- Review Budget
- Business Advisory
- Tax Planning
- Weekly meeting for one hour to discuss the progress, reporting, and client needs until the projects are completed
**** All Packages can be customized for your specific business needs.