Monthly Services
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Essentials
Our Essentials Package of solutions covers management of the fundamental inflows and outflows of cash. This service is best suited for start ups, self employed entrepreneurs and small businesses that have a handle on completing their own data entry for vendor bills and sales invoices but require support on monthly close activities.
The Essentials Package Includes :
Expense categorization.
Revenue recognition.
Bank Account reconciliation for one bank account for up to 50 transactions.
Credit card reconciliation for one credit card account for up to 50 Transactions.
Preparation of monthly Financial Reports, P&L Statement and Balance Sheet.
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Essentials Plus
Our Essentials Plus Package of solutions covers management of the fundamental inflows and outflows of cash. These businesses have a higher activity level, two bank accounts and two credit card accounts requiring reconciliation. This service is for start ups, self employed entrepreneurs and small businesses that have a handle on completing their own data entry for vendor bills and sales invoices, but require support on monthly close activities.
The Essentials Plus Package Includes:
Expense categorization.
Revenue recognition.
Bank Account reconciliation for two bank accounts for up to 75 transactions.
Credit card account reconciliation for two credit card accounts for up to 75 transactions.
Preparation of monthly Financial Reports, P&L Statement and Balance Sheet.
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Premium
Our Premium Package of solutions is geared toward businesses that require support completing data entry for vendor bills and sales invoices, as well as the fundamental inflows and out flows of cash.
The Premium Package Includes:
Expense categorization.
Revenue recognition.
Bank account reconciliation for one bank account for up to 50 transactions.
Credit card account reconciliation for one credit card account for up to 50 transactions.
Preparation of customer invoices up to 40 per month.
Processing of vendor bill payments up to 40 per month.
Preparation of monthly Financial Reports, P&L Statement and Balance Sheet.
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Premium Plus
Our Premium Plus Package of solutions is geared toward businesses with a higher activity level, two bank accounts and two credit card accounts requiring reconciliation. These businesses also have an increased level of activity and require support completing data entry for vendor bills and sales invoices as well as the fundamental inflows and outflows of cash.
The Premium Plus Package Includes:
Expense categorization.
Revenue recognition.
Bank account reconciliation for two bank accounts with up to 50 transactions.
Credit card account reconciliation for two credit cards accounts with up to 50 transactions.
Preparation of customer invoices up to 80 per month.
Processing of Vendor bill payments up to 80 per month.
Preparation of monthly Financial Reports, P&L Statement and Balance Sheet.