Services

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Essential Package

This is the base option for you if you would like us to take over the daily accounting tasks but still want real-time access to your numbers and quarterly reporting.

You will understand your numbers without having to dig into the daily details.

    • Up to 50 transactions input & matching, updated monthly

    • Xero/QBO Subscription Included

    • Dext (Receipt Management) Subscription Included

    • Monthly Bank Reconciliations (2 Bank Accounts or Credit Cards)

    • Basic Quarterly Financial Reports (Income Statement, Balance Sheet, and Cash Flow Statement)

    • Quarterly Summary Report

    • Access anytime, anywhere in real-time

    • Unlimited communication

 

Boost

As you grow, your needs grow. Get everything in the Essential plus tax advice.

You still manage your payroll, accounts payable and receivable, but we make sure it’s all in your accounting software.

    • Up to 100 transactions input & matching, updated monthly

    • Xero/QBO Subscription included

    • Dext (Receipt Management) Subscription Included

    • Monthly Bank reconciliations (up to 5 bank accounts or credit cards)

    • Basic Monthly Financial Reports

    • Quarterly Financial Health Check Zoom meeting (1 Hour)

    • Access anytime, anywhere, in real-time

    • Unlimited communication

    • Estimated Tax Calculations

 

Thriving Package

Great for higher volume, more complex transactions, and more frequent reporting and communication plus tax.

You still manage your Accounts Payable and Receivable, but we make sure it’s all in your accounting software.

    • Unlimited transaction input & matching, updated bi-weekly

    • Xero/QBO Subscription Included

    • Dext (Receipt Management) Subscription Included

    • Unlimited Monthly Bank Reconciliations

    • Basic Monthly Financial Reports

    • Monthly Financial Health Check Zoom Meeting (1 Hour)

    • Access anytime, anywhere, in real-time

    • Unlimited communication

    • Estimated Tax Calculations

    • Sales tax calculation & Filing

    • Full-Service Payroll with Gusto

 

Professional Package

This is the best option if you want full-service accounting, monthly advisory meetings, and budgeting / forecasting.

Our monthly meetings will keep your business moving forward in growth mode.

    • Unlimited transactions input & matching updated weekly

    • Xero/QBO Subscription Included

    • Dext (Receipt Management) Subscription Included

    • Unlimited Bank Reconciliations

    • Monthly Management Reports (KPIs compared to industry & Basic Financial Reports)

    • Monthly Financial Health Check Zoom meeting (1 Hour)

    • Access anytime, anywhere in real-time

    • Email & Phone Communication

    • Estimated Tax Calculations

    • Sales Tax Calculation & Filing

    • Full Service Payroll with Gusto

    • Accounts Payable (Paying vendors)

    • Accounts Receivable (Billing customers)

    • Monthly Budgeting & Cash Flow forecasting

 
Fulfillment Policy