Additional Information
INCLUDED WITH ALL BUNDLES
- Monthly bookkeeping software subscription with Xero or QuickBooks Online (QBO)
- Secure document collection & storage with private access
- 24/7 access to Financial Records
- Financial Statement package to you, your bank, and/or CPA
- Unlimited Email Support
- Annual Tax Package to CPA
- We will communicate with your CPA or EA
- Send all necessary financials, bank statements, and reports at year end
- Book adjusting entries from CPA
- If you do not have a tax pro, we can utilize one of our CPA referral partners
DON'T SEE THE RIGHT BUNDLE FOR YOUR BUSINESS?
No problem! We can customize a bundle that will fit your needs.
Step 2: Pick Your Add-On Services
Accounts Payable
Accounts Receivable
Accounts Receivable
$100/month + $1/invoice
- You send us your bills
- We code and process all bills
- You pre-approve bills to pay
- A/P reconciliation and reporting
Accounts Receivable
Accounts Receivable
Accounts Receivable
$100/month + $1/invoice
- Create, send, and track invoices
- Payment collection and processing
- You pre-approve invoices
- A/R reconciliation and reporting
Budgeting & Benchmarking
Budgeting & Benchmarking
Budgeting & Benchmarking
$400/month
- Create, implement, & monitor
- Roadmap to financial success
- Take control of the budget
- Improve financial performance
- Know what the competition is doing and beat it
Sales and Use Tax
Budgeting & Benchmarking
Budgeting & Benchmarking
Starts at $50/month
- Reconcile
- Report
- File
Payoll Management
Budgeting & Benchmarking
Payoll Management
Starts at $60/month + $6/employee
- Set up & manage
- Monthly Reconciliation
- PR tax filings, W2's & 1099
- HR & Benefits also available
- PR fees vary based on number of employees and needs
Extras
Set-up and/or Catch-up
Set-up and/or Catch-up
Set-up and/or Catch-up
Starts at $200
- Import your chart of accounts & lists
- Set up beginning balances & bank feeds
- Customize your forms & templates
- Free! 1 hr of training with a ProAdvisor!
Weekly Bookkeeping
Set-up and/or Catch-up
Set-up and/or Catch-up
$100/month
- Need weekly support or reporting?
- Bank Reconciliation
- Accounts Payable
- Accounts Receivable
Hubdoc Subscription
Set-up and/or Catch-up
Hubdoc Subscription
$20/month
- For those that have a lot of receipts or docs
- Automated way to fetch documents
- No more worrying about getting documents to your bookkeeper on time
- Integrates easily with accounting software
Clean Up the Junk
Additional Support
Hubdoc Subscription
Starts at $200
- Reconcile cash and credit card accounts
- Assets appropriately capitalized and stated
- Reclassifying transactions
- Correcting unapplied payments
- Correcting payroll liability balances
Additional Support
Additional Support
Additional Support
$100/month
- unlimited video conference per month
- unlimited Q & A sessions via phone
Training & Support
Additional Support
Additional Support
$95/hour
- Training with a Certified ProAdvisor
- Answers to all your questions
- Training on how to avoid common mistakes
- Training on how to use advanced features
- Unlimited phone or email support afterward