Monthly Bookkeeping Services
Basic Package
Includes:
- Accounts Payable
- Invoice Classification
- Electronic Payments
- Posting
- Accounts Receivable
- Payments received classification
- Invoicing (up to 20 clients/customers)
- Bank Reconciliation of up to 2 accounts
- Automated Bank feed and Statement
- Credit Card Reconciliation of up to 2 users
- Automated Bank Feed and Statement
- 1 Petty cash account included
- Monthly Check ins
- Monthly Cash Flow Reporting
- Year end Closing
- Yearly Financial Statements
Pro Package
Includes:
- Accounts Payable
- Invoice Classification
- Electronic Payments
- Posting
- Source Document Filing and sorting
- Accounts Receivable
- Payments received classification
- Invoicing (up to 50 clients/customers)
- Bank Reconciliation (3 or more bank accounts)
- Automated Bank feed and Statement
- Credit Card Reconciliation (3 or more credit cards)
- Automated Bank feed and Statement
- Payroll Services - Up to 10 employees
- Schedule Payroll Process & Booking
- Tax payments
- Cash Accounts Included (Up to 3)
- Monthly Check ins
- Semi Monthly Cash Flow Reporting
- Year End Closing
- Yearly Financial Statements
Advanced Package
Includes:
- Accounts Payable
- Invoice Classification
- Electronic Payments
- Posting
- Source Document Filing and sorting
- Accounts Receivable
- Payments received classification
- Invoicing (up to 50 clients/customers)
- Bank Reconciliation (3 or more bank accounts)
- Automated Bank feed and Statement
- Credit Card Reconciliation (3 or more credit cards)
- Automated Bank feed and Statement
- Payroll Services - Up to 10 employees
- Schedule Payroll Process & Booking
- Tax payments
- Cash Accounts Included (Up to 3)
- Monthly check ins
- Monthly Financial Statements
- Year End Closing
- Yearly Financial Statements
We customize to your needs
Other Services
Catch up and Clean up
Don't wait until tax season, book an appointment today so we can go over the details of this process for you.
Trainings
Need help enhancing workflows or just want to make sure you have staff on site that know what they are doing and help you with the books without having to get monthly services? Book an appointment today so we can go over the details for you.
Consultations
Feel free to book an appointment to get more information on any of our packages and services.
We also offer budgeting services as a 1 time service!
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