Subscription Packages - Solutions for Your Success

Have a question about our subscription packages? Give us a call today at 845-821-3800 or fill out our information request form and ask us how we can help you.

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.

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1Set up fees may be applicable.

2QuickBooks desktop will require log in remote access with our office.

3MD&A (Management Discussion and Analysis)