Bookkeeping Packages to Fit Your Specific Needs

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Monthly Bookkeeping & Accounting

  • Bank/Credit Card Transactions Categorized Monthly
  • Bank/Credit Accounts Reconciled Monthly
  • Monthly Client Meetings
  • Financial Statements Delivered by the 25th of Every Month

Standard Add-ons

  • W-2 Payroll
  • Vendor Bill & Employee Expense Reports
  • Customer Collections Calls
  • Sales and Use Tax Filing and Payment
  • Support for Multiple Accounts
  • Actual vs. Budget Reporting
  • Class or Other Business Segment Tracking
  • Inventory Accounting
  • Foreign Currency Accounting
  • Management-level GAP Accrual

Premium Add-ons

  • Customer Invoicing
  • Project P&L Reporting
  • Multiple Entry Accounting
  • Cash Flow Management
  • Cap Table and Equity Accounting
  • Maintain Budget and/or Forecast
  • Actual vs. Budget Variance Analysis
  • Income Tax Planning
  • Custom Reporting
  • Audit-Ready GAAP Accrual Accounting

Weekly Bookkeeping & Accounting

  • Bank/Credit Card Transactions Categorized Weekly
  • Bank/Credit Accounts Reconciled Monthly
  • Weekly Client Meetings and Inquiries
  • Financial Statements Delivered by the 15th of Every Month

Standard Add-ons

Premium Add-ons

  • Customer Invoicing
  • Project P&L Reporting
  • Multiple Entry Accounting
  • Cash Flow Management
  • Cap Table and Equity Accounting
  • Maintain Budget and/or Forecast
  • Actual vs. Budget Variance Analysis
  • Income Tax Planning
  • Custom Reporting
  • Audit-Ready GAAP Accrual Accounting

On-Call Bookkeeping & Accounting

  • Bank/Credit Card Transactions Categorized Weekly
  • Bank/Credit Accounts Reconciled Monthly
  • Financial Statements Delivered by the 15th of Every Month
  • As-needed Client Meetings and Inquiries Each Week

Standard Add-ons

  • W-2 Payroll
  • Vendor Bill & Employee Expense Reports
  • Customer Collections Calls
  • Sales and Use Tax Filing and Payment
  • Support for Multiple Accounts
  • Actual vs. Budget Reporting
  • Class or Other Business Segment Tracking
  • Inventory Accounting
  • Foreign Currency Accounting
  • Management-level GAP Accrual

Premium Add-ons

  • Customer Invoicing
  • Project P&L Reporting
  • Multiple Entry Accounting
  • Cash Flow Management
  • Cap Table and Equity Accounting
  • Maintain Budget and/or Forecast
  • Actual vs. Budget Variance Analysis
  • Income Tax Planning
  • Custom Reporting
  • Audit-Ready GAAP Accrual Accounting

Controller Services

  • Optional add-on to Weekly, Monthly, or On-Call service plan
  • Support Internal Bookkeeping Staff
  • Develop and Enforce Policies and Procedures
  • Provide Accrual Accounting
  • Manage Monthly Close and Reporting

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