Subscription Packages - Solutions for Your Success
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Start-Up
Starting $200/month1
Annual Business Revenue: $50k-$500k
QuickBooks Online
QuickBooks Desktop2
- Monthly Bank & Credit Card Account Reconciliations (Up to 3 accounts)
- Coding to an Industry Standard Chart of Accounts
- General ledger classification of monthly from on-line data link.
- Review and adjust General ledger
- Fixed Asset & Depreciation activity
- Long Term Loan activity
- Standard Semi-Annual Management Financial Reports (P&L; B/S; Equity; Cash Flow)
- 1hr on site “Semi-Annual” 2nd & 4th quarter management meeting to review financials and MD&A3
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Basic
Starting $325/month1
Annual Business Revenue: $250k-$2M
QuickBooks Online
QuickBooks Desktop2
- Monthly bank & credit card account reconciliations (Up to 5 accounts)
- Coding to an industry standard chart of accounts
- General ledger classification of monthly from on-line data link
- Review and adjust general ledger
- Fixed asset & depreciation activity
- Short term loan activity
- Long term loan activity
- Standard quarterly management financial reports (P&L; B/S; Equity; Cash Flow)
- 1hr on site quarterly management meeting to review financials and MD&A3
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Essential
Starting $475/month1
Annual Business Revenue: $1M-$5M
QuickBooks Online
QuickBooks Desktop2
- Monthly bank & credit card account reconciliations (Up to 8 accounts)
- Coding to an industry customized chart of accounts
- General ledger classification of monthly from on-line data link.
- Review and adjust general ledger.
- Fixed Asset & depreciation activity
- Short term loan activity
- Long term loan activity
- Payroll 941 reconciliation
- Customized quarterly management financial reports (P&L; B/S; Equity; Cash Flow; Footnotes.)
- 2hr on-site BOD quarterly management meeting to review financials and MD&A3
- Preparation of board of director minutes & resolutions
- Management of compliance with the “In-Corporation” binder
- Treasury & cash flow management, CPA oversight and coordination
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Advance
Starting $650/month1
Annual Business Revenue: $3M-$15M
QuickBooks Online
QuickBooks Desktop2
- Monthly bank & credit card account reconciliations (All)
- Coding to an industry customized chart of accounts
- General ledger classification of monthly from on-line data link.
- Review and adjust general ledger.
- Fixed asset & depreciation activity
- Short term loan activity
- Long term loan activity
- Payroll 941 reconciliation
- Customized quarterly management financial reports (P&L; B/S; Equity; Cash Flow; Footnotes)
- Monthly financial ratio analysis
- Analysis of budget v actual
- Accounts receivable monthly roll forward & dilution analysis & reserve adjustments
- 2hr on site BOD quarterly management meeting to review financials and MD&A3
- Preparation of board of director minutes & resolutions
- Management of compliance with the “In-Corporation” binder.
- Treasury & cash flow management, CPA oversight and coordination.
Request Info
