Service Plans

Essential

Accurate bookkeeping. Every month.

✔ Bank & credit card reconciliations
✔ Transaction categorization and coding
✔ Monthly financial statements (P&L & Balance Sheet)
✔ Bank feed management and transaction review
✔ Journal entries as needed
✔ Email support

Ideal for: Small businesses that need accurate, tax-ready books.

Professional

Greater visibility into your business.

Everything in Essential, plus:

✔ Accounts receivable tracking
✔ Accounts payable tracking
✔ Fixed asset and depreciation tracking (when applicable)
✔ Loan reconciliation and liability tracking
✔ Sales tax tracking (filing optional)
✔ Monthly financial review meeting
✔ Budget vs. actual reporting
✔ Customized financial reports
✔ Priority support

Ideal for: Growing businesses that want better financial visibility.

Premium

Strategic financial support.

Everything in Professional, plus:

✔ KPI dashboards
✔ Cash flow reporting and analysis
✔ Payroll reconciliation and payroll liability review
✔ Accrual accounting support
✔ Department, class, or location reporting
✔ Inventory support (where applicable)
✔ Job costing (for contractors and service businesses)
✔ CPA collaboration at year-end
✔ Quarterly strategic planning meetings (or monthly if preferred)

Ideal for: Businesses that rely on timely financial data to make informed decisions.

• QuickBooks Online setup

• QuickBooks cleanup

• Catch-up bookkeeping

• Historical bookkeeping

• Payroll processing

• Sales tax filing

• 1099 preparation

Additional Services