Value Packages

Initial Package

  • Set-up your company on QuickBooks Online
  • Reconciliation of your bank accounts
  • QuickBooks Online training, including canned reports
  • Business system training
  • Document archive set-up and training

Silver Package

  • Create auto-email of standard reports
  • Create custom reports
  • Monthly bank reconciliations
  • Email support

Gold package

  • Silver Package, plus:
  • Accounts Payable management
  • Accounts Receivable management
  • Phone support

Platinum package

  • Gold Package, plus:
  • Additional reports or analysis
    • Cash forecasting
    • Cash-flow
    • Days in Inventory (analysis of items to promote or drop)
    • Sales per customer, sales per sq. foot
  • Set-up payroll for up to 5 employees
  • Response
    • 5 hours of phone support per month
    • Priority service and response
    • Return call with x-period of time

Bookkeeping Services: $300/month or $900/quarter

  • Input all transactions for up to 2 bank accounts and 2 credit accounts
  • Reconcile up to 2 bank accounts and 2 credit card accounts
  • Make any adjusting entries needed
  • Provide Balance Sheet, Profit & Loss and any other reports needed
  • Add $50 for each additional bank or credit card account
  • * Pricing may vary depending on the complexity of the work and/or large volume of transactions