Bookkeeping Packages
Starter |
Bronze |
Silver |
Gold |
Platinum |
Premium |
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Revenue + Expense Reconciliation
Up to 25 transactions/month
|
✔ | |||||
Revenue + Expense Reconciliation
Up to 100 transactions/month
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✔ | ✔ | ✔ | ✔ | ✔ | |
Payroll and Workers Comp Management | ✔ | ✔ | ✔ | ✔ | ||
Bill Pay | ✔ | ✔ | ✔ | |||
Monthly Invoicing | ✔ | ✔ | ||||
Accounts Receivable Monitoring | ✔ | |||||
Monthly Financial Statements | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Email Support
24 hour response time
|
✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Please contact us for your personalized package pricing |
Bookkeeping Coaching
Tune Up |
Set Up |
Step Up |
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Review operations
|
✔ | ||||
Get Started with Accounting Software | ✔ | ✔ | |||
Set up Chart of Accounts
Link your business accounts and 3rd party add-ons
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✔ | ✔ | |||
Coaching through Accepting Transactions | ✔ | ✔ | |||
Coaching through Account Reconciliation | ✔ | ✔ | |||
Coaching through Resolving Recurring Issues | ✔ | ✔ | ✔ | ||
Payroll and Benefits Recommendations | ✔ | ||||
Follow-up at hourly rate | ✔ | ||||
Follow-up 15 min call | ✔ | ||||
Follow-up 30 min call | ✔ | ||||
Email Support
Up to 6 months after initial setup
|
✔ | ||||
Please contact us for your personalized coaching pricing |