Services

Every business is different and our services may be customized to fit your current and future business needs

STANDARD PACKAGE

  • Initial Onboarding - setup of desired software: Xero/Quickbooks/Hubdoc

  • All subscription fees are included

  • Record, classify, reconcile, and review transactions

    • Up to (75) Transactions​

    • (2) Bank Accounts or Credit Cards

    • (1) Loan

  • (3) Monthly Reports - balance sheet, income statement, statement of cash flows

  • 30-60 Minute Conference Time to discuss the reports and address any questions or concerns

  • Unlimited email support

ADD-ONS

  • Accounts receivable

  • Accounts payable 

  • Historical clean-up

  • Monthly catch-up

  • Payroll support

  • Benchmarking

  • Financial road mapping

  • Custom/additional reports

  • Inventory management

  • Special requests

SQUARED PACKAGE

Customizable with Add-ons to

The Standard Package +

  • Additional transactions

  • Additional bank accounts and credit cards

  • Additional conference time

CUSTOM PACKAGE

  • A al carte

  • A combination or just a single service of any of the above services offered

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