Up to two connected accounts Up to 50 transactions/mo
Up to three connected accounts. Up to 100 transactions/mo
Up to four connected accounts. Up to 200 transactions/mo
Services/Scope of Work Features
Monthly Reconcile all banks and credit cards
Monthly Profit and Loss and Balance Sheet
Monthly Aged Accounts Receivable
Monthly Statements delivered by:
15th of month following
15th of month following
10th of month following
Year end Income Statement and Balance Sheet
Monthly Depreciation of Fixed Assets
Annual Adjustment Only
Annual Adjustment Only
Optional Features
Accounts Receivable / Collections / Invoicing
Custom Pricing
Custom Pricing
Custom Pricing
Monthly Review of Inventory Value
Custom Pricing
Custom Pricing
Custom Pricing
Monthly Review of Intercompany Loans
Custom Pricing
Custom Pricing
Custom Pricing
Entry of cash-based or non-bank ledgers
Custom Pricing
Custom Pricing
Custom Pricing
If not on bank feed
Add $20/month
Add $30/month
Add $40/month
Forecasting, Budgets
Custom Pricing
Custom Pricing
Custom Pricing
Accrual Basis plus Cash Flow Statement
Add $15/month
Add $25/mo
Add $25/mo
Customize Chart of Accounts
$50.00
$50.00
Included
Optional 1/2 Hour Online Meeting
$10/half hour
$10/half hour
One per month included
Process and Manage Payroll and Taxes
$60/mo + $6/employee/pay
$60/mo + $6/employee/pay
$60/mo + $6/employee/pay
Process and Manage Sales Tax
$75/ month
$90/month
$120/month
Past month clean-up
$70.00
$115.00
$170.00
Xero Online Subscription/License
$15-$42/month
$15-$42/month
$42-$78/month
Zoho Books Online Subscription/License
$20-$50/month
$20-78/month
$50-$70/month
Quickbooks Online Subscription/License
$30-$90/month
$30-$200/month
$90-$200/month
Hubdoc Document Portal
$15 per month
$15 per month
$15 per month
Terms and Miscellaneous
Terms
Automatic Paid at the beginning of the month with Credit Card on File or ACH
Automatic Paid at the beginning of the month with Credit Card on File or ACH
Automatic Paid at the beginning of the month with Credit Card on File or ACH
If Pay by Credit Card
3% added to monthly payment
3% added to monthly payment
3% added to monthly payment
Agreement
Month to Month
Month to Month
Month to Month
Bookkeeping Team Access Level. No tax advice
Unlimited E-mail
Unlimited E-mail
Unlimited E-mail 1/2 hour Phone Support
Training and Knowledge Transfer
$15/hour
$15/hour
$15/hour
Special Projects / Out of Scope Requests
$10-$25/hour
$10-$25/hour
$10-$25/hour
Document Digitization and Archival
7 year archival during Active Engagement USB drive with up to 7 years of data files given upon disengagement for $150 fee (OPTIONAL)
All Documents received immediately digitized (except Receipts). Unlimited Cloud Access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement for $150 fee (OPTIONAL)
All Documents received immediately digitized. Unlimited Cloud Access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement for $150 fee (OPTIONAL)