Basic Package

$ 650

  • Free accounting System Check-up
  • Monthly transactions recording and categorization
  • Monthly account reconciliation
  • Transaction limit up to 100 total transactions
  • Account Limit: 2 banks and/or credit card accounts
  • Reports: Basic Financial Reports

Advanced Package

$ 850

  • Free accounting System Check-up
  • Monthly transactions recording and categorization
  • Monthly account reconciliation
  • Transaction limit up to 250 total transactions
  • Account Limit: 4 banks and/or credit card accounts
  • Reports: Basic Financial Reports

Elite Package

$ 1000

  • Free accounting System Check-up
  • Monthly transactions recording and categorization
  • Monthly account reconciliation
  • Transaction limit UNLIMITED
  • Account Limit: 5 banks and/or credit card accounts
  • Reports: Client-Specific Financial Reports

CUSTOM

$ 1000 +

  • Free accounting System Check-up
  • Accounting reconciliation ONLY (you do the account recording and categorization)
  • Bill Pay
  • Accounts Receivable & Accounts Payable
    Accounting System set-up
  • Financial Statements
  • CFO & Controller Services
    Budget & Cash Flow Planning
  • Teach you to do your own accounting
  • Consulting as needed