We offer a wide range of packages that can be detailed to your business’ specific wants and needs. Generally, the following is a list of the three most common packages:
Package1
$
500
Hubdoc subscription
Unlimited Communication
Monthly Recordkeeping
Monthly Financials: Balance Sheet, Income Statement, YTD Income Statement
5 Minute Loom Video
Package 2
$
750
Everything in Package 1 PLUS
Bi-Weekly Recordkeeping
Annual Recap & Budget Planning
Sales Tax Filing
Monthly Meeting via Zoom or Phone for In-Depth walkthrough of financials
Most Popular
Package 3
$
1,100
Everything in Package 2 PLUS
Profit Consulting
Annual Budget (Profit Plan)
Monthly Budget – To – Actual Reports
Cash Flow Reporting
Questions about a Custom Quote? Please Email the following information to us and we will tailor it specifically to your needs.
All monthly financials are sent with a 5 minute Loom video going over your financials in detail for you to view at your convenience.
Services Offered
Book Clean Up
Monthly Financials o Reconciliation of all bank, credit card, Balance Sheet and Income Statement accounts
