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Packages

STANDARD

Small companies at the early stage and having limited activities will need basic bookkeeping and therefore the Standard is the right choice for you.
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.

PREMIUM

The Premium package is ideal for companies with comprehensive bookkeeping and accounting needs that require advanced reporting.
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.

deluxe

Companies at the intermediate or growth stage that needs full bookkeeping services then the Deluxe is the best package.
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.

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.