Don’t see a bookkeeping pricing plan that exactly fits your needs?
TELL US WHAT YOU’RE LOOKING FORStill not sure what you need? Here’s a breakdown of who does what.
Bookkeeping MAINTAIN ORGANIZATION |
Accounting ANALYZE TODAY |
CFO PLAN FOR THE FUTURE |
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Basics | |||
Categorization of bank and credit card transactions | |||
Bank reconciliations | |||
Delivery of cash basis financials | |||
Recurring journal entries | |||
Custom journal entries | |||
Prepaids, accruals, depreciation | |||
Deferred revenue calculations | |||
GAAP accounting | |||
Delivery of accrual based financials | |||
Monthly financial reviews | |||
Bank or investor term sheet assistance | |||
Annual budgeting | |||
Financial modeling | |||
Management of accounting function | |||
Management of finance and accounting function | |||
Bill Pay and Expense Reporting | |||
Add vendors | |||
Bill pay administration | |||
Pay bill payments once approved by you | |||
Add employees | |||
Expense report administration | |||
Pay expense reports once approved by you | |||
Payroll | |||
Employee Setup | |||
Compensation Changes | |||
Retirement and health plan administration | |||
Commission calculations | |||
Departmental payroll allocation | |||
Payroll processing | |||
Evaluate or set up benefit plans | |||
Evaluate compensation surveys for raises | |||
Invoicing and Collections | |||
Customer setup | |||
Process invoices | |||
Sales tax filings | |||
Customer statement delivery | |||
Email collections cadence | |||
Phone collections and customer outreach | |||
Evaluate cash flow needs | |||