Tier Pricing Options
Bronze Plan
- Monthly bank reconciliations
- Review monthly transactions and categorizations
- Credit card reconciliation
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Unlimited QuickBooks help and support (up to 10 calls per month, more can be purchased separately.
- We will train you to navigate around the basics of QBO, up to 3 hours. More time can be purchased separately.
- We will be available throughout the month to answer questions.
- We will sync your bank/credit card accounts to QBO. Up to seven bank/credit card accounts. If more accounts exist, than plan will be moved to Silver plan.
Silver Plan
Includes everything in the Bronze Plan
- Monitoring of 5 Key Performance Indicators customized for your business.
- Quarterly Zoom call going over the quarter financial results.
- Future goals and objectives for business.
Optional Services
Accounts Receivable Management – Invoice reminders and collection management can be achieved.
Accounts Payable Management -Using Bill.com we will manage and oversee Accounts Payable functions, with business owner given final approval and authorization to pay, includes 1099 reporting and filing.
In depth discussion about specific A/R and A/P Management objectives would be needed.
Gold Plan
Includes everything in the Silver Plan
- Cash Flow Projection semi monthly
- Monthly Budget vs Actual Reporting
- In depth monthly financial calls discussing Capital expenditures, loans, financing, strategic planning and more
- Discussions about SWOT -Strengths, weaknesses, opportunities and threats
Let’s discuss together what Tier Plan would be best for your business!
We focus on your books, so you can focus on your business
Please reach out to (714) 467-2500 or email directly at [email protected]