Standard Packages

Start-up businesses   Limited Transactions

• Monthly transaction tracking
• Monthly financial reports
• Year-end informational tax form prep and filing (1099's) as required by law
• Email Support
• Phone support by appointment

Established businessesWant to analyze & monitor performance

• Monthly transaction tracking
• Monthly financial reports
• Year-end informational tax form prep and filing (1099's) as required by law
• Email Support
• Phone support by appointment
• Payables management
• Receivables management
• Basic cash flow tracking
• Financial results analysis meetings
• QuickBooks Online training (as needed)

Growth Momentum     Large number transactions Multiple bank accounts & credit cards

• Monthly transaction tracking
• Monthly financial reports
• Year-end informational tax form prep and filing (1099's) as required by law
• Email Support
• Phone support by appointment
• Payables management
• Receivables management
• Monthly cash flow tracking & forcasting
• Financial results analysis meetings
• QuickBooks Online training (as needed)
• Strategy meetings
• Team approach