Bookkeeping Service Plans
Basic Package
Monthly QuickBooks Online subscription
Monthly review of income/expense transactions
Quarterly preparation of Personalized Financial Reports including Balance Sheet, Income Statement, and Statement of Cash Flows
Email support
Up to one hour of phone support or video chat per quarter
Classic Package
Monthly QuickBooks Online subscription
Monthly Reconciliation of bank and credit card statements (up to 75)
Recording transactions
Quarterly preparation of Personalized Financial Reports including Balance Sheet, Income Statement, and Statement of Cash Flows
Email support
Up to 30 minutes of phone support or video chat per month
Premium Package
Monthly QuickBooks Online subscription
Monthly Reconciliation of bank and credit card statements (up to 125)
Recording transactions
Accounts Receivable/Invoicing
Budgeting
Quarterly preparation of Personalized Financial Reports including Balance Sheet, Income Statement, and Statement of Cash Flows
Unlimited email support
Up to on hour of phone support, video chat, or screen share per month
Additional Services
Available on a monthly or as needed basis
Accounts Receivable/Invoicing
Additional bank account reconciliation
Additional transaction recording and classification
Consultation with Tax professional or Payroll service
Backlog catch up
Budget Planning
Content Writing for Blog or Website