Price List
One Time Set Up
This is perfect for the individual or non-profit that doesn't have time to create a bookkeeping log but has the ability to maintain the bookkeeping log after initial setup.
Online/Manual Software Setup
Initial setup for:
1-3 Bank Accounts
1-3 Credit Cards
1-2 Loans
Online/Manual Software Setup
Initial setup for:
4-8 Bank Accounts
4-8 Credit Cards
2-4 Loans
2-4 Investment Accounts
One Time initial account reconciliation
One Time Initial profit and loss report
Online/Software Setup w/ Maintenance Training
Initial setup for:
1-3 Bank Accounts
1-3 Credit Cards
1-2 Loans
6 hours of Maintenance training
Online/Software Setup w/ Maintenance Training
Initial setup for:
4-8 Bank Accounts
4-8 Credit Cards
2-4 Loans
2-4 Investment Accounts
One Time initial account reconciliation
One Time Initial profit and loss report
10 hours of Maintenance training
Monthly
This is for the individual or non-profit who doesn't have time to maintain a bookkeeping log. Worry free bookkeeping with monthly reporting. Keeping you on track while keeping you well informed !
1- 3 Accounts
Included Monthly:
Initial setup for 1-3 accounts
Monthly bookkeeping
Monthly account reconciliation
Monthly reports (Profit and Loss, Treasurer's report)
Year-end tax ready financial reports
Dedicated bookkeeper
Direct communication
4-8 Accounts
Included Monthly:
Initial setup for 4-8 accounts
Monthly bookkeeping
Monthly account reconciliation
Monthly reports (Profit and Loss, Treasurer's report)
Year-end tax ready financial reports
Dedicated bookkeeper
Direct communication
Quarterly
If you don't have tons of transactions, then maybe the quarterly package is for you. While only reporting every 3-4 months you will stay on track, and well reported also saving you money! Perfect for the non-profit organizations!
1-3 Accounts
Included Quarterly:
Initial setup for 1-3 accounts
Quarterly bookkeeping
Quarterly account reconciliation
Quarterly reports (Profit and Loss, Treasurer's report)
Year-end tax ready financial reports
Dedicated bookkeeper
Direct communication
4-8 Accounts
Included Quarterly:
Initial setup for 4-8 accounts
Quarterly bookkeeping
Quarterly account reconciliation
Quarterly reports (Profit and Loss, Treasurer's report)
Year-end tax ready financial reports
Dedicated bookkeeper
Direct communication
Annual
This is only for the individual or non-profit that already has an established bookkeeping log and needs year-end tax preparation or a year-end tax preparation cleanup! Great for yearly audits!
YE Tax Prep 1-3 Accounts
Year-end tax preparation includes:
Detailed 12- month profit and loss report
General Ledger
Trial Balance
Dedicated bookkeeper
Direct communication
YE Tax Prep w/ Cleanup 1-3 Accounts
Year-end tax preparation includes:
12- month account reconciliation
12- month profit and loss report
General Ledger
Trial Balance
Dedicated bookkeeper
Direct communication
YE Tax Prep 4-8 Accounts
Year-end tax preparation includes:
detailed 12- month profit and loss report
General Ledger
Trial Balance
Dedicated bookkeeper
Direct communication
YE Tax Prep w/ Cleanup 4-8 Accounts
Year-end tax preparation includes:
detailed 12- month profit and loss report
General Ledger
Trial Balance
Dedicated bookkeeper
Direct communication
*Cost of software is not included in price listed
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