Basic Package

  • Cloud-based accounting software provided
  • Reconciliation of one bank account on a monthly basis
  • Reconciliation of one credit card account on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Telephone & Email Access to CPA

Intermediate Package

  • Cloud-based accounting software provided
  • Reconciliation of two bank accounts on a monthly basis
  • Reconciliation of two credit card/merchant accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Telephone & Email Access to CPA
  • Full-Service payroll package included for up to 5 employees

Advanced Package

  • Cloud-based accounting software provided
  • Reconciliation of two bank accounts on a monthly basis
  • Reconciliation of two credit card/merchant accounts on a monthly basis
  • Reconciliation of two other balance sheet accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Telephone & Email Access to CPA
  • Full-Service payroll package included for up to 5 employees
  • 4 strategy sessions with CPA on a quarterly basis

Premier Package

  • Cloud-based accounting software provided
  • Reconciliation of two bank accounts on a monthly basis
  • Reconciliation of two credit card/merchant accounts on a monthly basis
  • Reconciliation of four other balance sheet accounts on a monthly basis
  • Ensure accurate classification of financial transactions
  • Monthly financial report provided including copies of income statement, balance sheet and statement of cash flows
  • Telephone & Email Access to CPA
  • Full-Service payroll package included for up to 10 employees
  • 6 strategy sessions with CPA on a bi-monthly basis