Monthly Packages*

Classic

Review, Classify and Accept transactions.

Complete Bank Reconciliations Monthly.

Account setup with Receipt Bank (more details will be provided when you sign up)

Monthly Financials emailed to you.

Up to (10) 1099’s processed for you (Must have a W9 filled out from vendor).

Year End Review

Updated on any Tax Law Changes.

Limited Phone & Email Support Included

*Price is determined based off information you provided on the Intake Form

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core

Review, Classify and Accept transactions.

Complete Bank Reconciliations Monthly.

Invoicing

A/R & A/P

Account setup with Receipt Bank (more details will be provided when you sign up)

Cash Flow analysis

Monthly Financials emailed to you.

Up to (25) 1099’s processed for you (Must have a W9 filled out from vendor).

Year End Review

Updated on any Tax Law Changes.

Unlimited Phone & Email Support Included

*Price is determined based off information you provided on the Intake Form

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comprehensive

Review, Classify and Accept transactions.

Complete Bank Reconciliations Monthly.

Account setup with Receipt Bank (more details will be provided when you sign up)

Cash Flow analysis

Monthly Financials emailed to you.

Up to (25) 1099’s processed for you (Must have a W9 filled out from vendor).

Personal Financials

Year End Review

Updated on any Tax Law Changes.

Unlimited Phone & Email Support Included

*Price is determined based off information you provided on the Intake Form

ADDITIONAL FEES

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rush fee

Will be applied if you are needing work completed within a 2 week time frame.

If we’ve continually requested documents or information from you throughout the year and we receive them within 2 months of the tax deadline.


QuickBooks Review

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Not sure if your books look right?

We’ll take a deep dive into your QuickBooks File using our Review Checklist.

After the review we will provide you with a report detailing what we found.

You can take care of everything on the report yourself, or you can have us do the Cleanup for an additional fee.

QuickBooks Cleanup*

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Thorough Cleanup of your Books

We will cleanup your QuickBooks based on the information compiled during the QuickBooks Review.

You will receive a comparison of your financials showing you how they looked Before and After the Cleanup.

We will go over any other questions you may have and any improvements that can be made to streamline your business processes.

Discussion of continued Monthly Services so your books will always be up to date.

*Price is determined based off information you provided on the Intake Form and what was found during the QuickBooks Review.