Packages
Perfect for newer businesses looking for reliable bookkeeping and financial organization.
Designed for businesses experiencing steady growth and requiring more detailed financial oversight.
Designed for businesses experiencing steady growth and requiring more detailed financial oversight.
Included Services
- Growth Mode Co. Strategy Session and Basic Set-Up*
- Entry of up to 750 transactions
- Monthly Reconciliation of up to 2 bank accounts and 1 add-on account*
- Monthly Reconciliation of up to 2 credit card accounts
- Monthly balance sheet, profit & loss
- Bi-annual Virtual financial meeting
- Organize and prepare information for CPA for yea
Included Services
- Growth Mode Co. Strategy Session and Basic Set-Up*
- Entry of up to 750 transactions
- Monthly Reconciliation of up to 2 bank accounts and 1 add-on account*
- Monthly Reconciliation of up to 2 credit card accounts
- Monthly balance sheet, profit & loss
- Bi-annual Virtual financial meeting
- Organize and prepare information for CPA for year-end tax filing
Best For: Small businesses establishing financial systems and processes.
Designed for businesses experiencing steady growth and requiring more detailed financial oversight.
Designed for businesses experiencing steady growth and requiring more detailed financial oversight.
Designed for businesses experiencing steady growth and requiring more detailed financial oversight.
Included Services
- Growth Mode Co. Strategy Session and Enhanced Set-Up*
- Entry of up to 1,500 transactions
- Bi-Weekly Reconciliation of up to 4 bank accounts and 2 add-on account*
- Bi-Weekly Reconciliation of up to 3 credit card accounts
- Receipt Management
- Monthly Balance Sheet, profit & loss, Accounts receivable/payable reports and Cash Flow Repo
Included Services
- Growth Mode Co. Strategy Session and Enhanced Set-Up*
- Entry of up to 1,500 transactions
- Bi-Weekly Reconciliation of up to 4 bank accounts and 2 add-on account*
- Bi-Weekly Reconciliation of up to 3 credit card accounts
- Receipt Management
- Monthly Balance Sheet, profit & loss, Accounts receivable/payable reports and Cash Flow Report
- Email support
- Quarterly Virtual Meeting
- Organize and prepare information for CPA for year-end tax filing
Best For: Growing companies that need increased reporting, support, and strategic financial guidance.
Comprehensive bookkeeping and financial management for rapidly growing businesses.
Designed for businesses experiencing steady growth and requiring more detailed financial oversight.
Comprehensive bookkeeping and financial management for rapidly growing businesses.
Included Services
- Growth Mode Co. Strategy Session and Advanced Set-Up*
- Entry of up to 2,500 transactions
- Weekly reconciliation of up to 4 bank accounts and 3 add-on accounts
- Weekly reconciliation of up to 4 credit card accounts
- Receipt & Document Management
- Monthly Balance Sheet, profit & loss and Cash Flow Report
- Accounts Receivable and Client
Included Services
- Growth Mode Co. Strategy Session and Advanced Set-Up*
- Entry of up to 2,500 transactions
- Weekly reconciliation of up to 4 bank accounts and 3 add-on accounts
- Weekly reconciliation of up to 4 credit card accounts
- Receipt & Document Management
- Monthly Balance Sheet, profit & loss and Cash Flow Report
- Accounts Receivable and Client Statements
- Accounts Payable & Bill Pay Reports
- Email and text support
- Monthly Virtual Meeting
- Organize and prepare information for CPA for year-end tax filing
Best For: Established businesses with higher transaction volumes that need hands-on financial management and ongoing support.
What’s an add-on account?
Add-on accounts include PayPal, Stripe,
Square, and other merchant accounts.
Monthly Package Add-Ons
Enhance your monthly package with
some add-on options like Bill Pay,
Payroll, Advanced Reporting, and
Accounts Receivable.
Not ready for a package?
We offer a la carte options like the ones below. Give us a call for more details.
- QuickBooks Set-up
- QuickBooks Clean-up
- Current Fiscal Year
- Bookkeeping
- Catch-up
- Year-End Tax Prep
- Budget Development
- Receipt and Paperwork Organization
