Service Packages to Fit Your Exact Needs

Bookkeeping & Accounting Service Packages

Select a Bookkeeping & Accounting Base Plan:

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

Payroll Service Packages

Select a Payroll Management Plan:

Payroll

  • Employee Add/Change/Remove
  • Payroll Processing and Implementation
  • Any Combination of Hourly, Salaried, or Performance-Based Compensation

Payroll Plus

  • Employee Add/Change/Remove for Payroll & Benefits
  • Payroll Processing and Implementation
  • Any Combination of Hourly, Salaried, or Performance-Based Compensation
  • Benefits/HRIS Processing and Implementation
  • Benefits Open Enrollment Management

HR Service Packages

Select a HR Services Plan:

HR Support Center

  • Policy Library
  • Job Descriptions, HR Forms, Checklists & Documents
  • Law Alerts, Articles, HR Advisor Newsletter, Weekly HR Snapshot
  • Employee Handbook Tools
  • HR Self-Audit
  • HRCast
  • Q&A Stream
  • Training On Demand
  • Resource Center & Quick Guides
  • Benefits Tools and Library
  • HRProMobile

HR On-Demand

  • Policy Library
  • Job Descriptions, HR Forms, Checklists & Documents
  • Law Alerts, Articles, HR Advisor Newsletter, Weekly HR Snapshot
  • Employee Handbook Tools
  • HR Self-Audit
  • HRCast
  • Q&A Stream
  • Training On Demand
  • Resource Center & Quick Guides
  • Benefits Tools and Library
  • HRProMobile
  • HR Concierge
  • Unlimited Ask the Pro
  • Document Customization
  • Custom Handbook Development
  • Ticket Tracker
  • Live Sexual Harassment Prevention Training

HR Coach

  • Policy Library
  • Job Descriptions, HR Forms, Checklists & Documents
  • Law Alerts, Articles, HR Advisor Newsletter, Weekly HR Snapshot
  • Employee Handbook Tools
  • HR Self-Audit
  • HRCast
  • Q&A Stream
  • Training On Demand
  • Resource Center & Quick Guides
  • Benefits Tools and Library
  • HRProMobile
  • HR Concierge
  • Unlimited Ask the Pro
  • Document Customization
  • Custom Handbook Development
  • Ticket Tracker
  • Live Sexual Harassment Prevention Training
  • Dedicated HR Pro
  • Customized HR Action Plan
  • Ongoing HR Pro Consultations
  • Long-term HR Strategy Plan
  • HR Navigator

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