| Premium** | Full** | Essential* | |
|---|---|---|---|
| Analyze needs & select best solution | x | x | x |
| Company Profile Setup | x | x | x |
| Chart of accounts set to your industry | x | x | x |
| Live bank feed setup | x | x | |
| Full data & transaction history converted | x | ||
| Training -2 Hour Session | x | x | |
| Call for Pricing | Call for Pricing | Call for Pricing |
Cloud Accounting Setup Options
*50% Due up front
**Payments may be split into monthly payments over 3-5 months
Services
When setting up your accounting system, there are many details that need to be entered accurately - chart of accounts, specific expense and income categories, fixed assets, note payables, etc. This can take a day or more of your time. We can ease this process for you.
Ongoing Cloud Bookkeeping Services:
Fixed Pricing so you can budget.
Premium - Best option for business owners who are too busy and desire full service so they can make the best decisions based on accurate financial data. This includes historical transactions and information.
Full - Best option for small business' who will handle the day to day accounting operations after setup.
Essential - Best option for small business' who just need assistance to get the accounting system in place.
*Maximum of 6 accounts (bank and credit cards combined)
| Your Monthly Investment | Premium | Full | Essential* |
|---|---|---|---|
| Paperless expense and receipt processing system | x | ||
| Posting all bank transactions | x | x | x |
| Posting all credit card charges | x | x | x |
| Posting vendor invoices | x | ||
| Posting payroll journals (provided by your payroll services) | x | x | x |
| Loan amortizations | x | x | |
| Maintain fixed asset registers | x | x | |
| Monthly bank statements reconciled | x | x | x |
| Monthly credit card statements reconciled | x | x | x |
| Monthly managerial reports | x | x | |
Cloud accounting software subscription | Free | ||
| Yearly W9s/1099s/1096s | x | ||
| Call for Pricing | Call for Pricing | Call for Pricing |