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Perfect for small - midsized start-ups needing basic understanding of their financials. Get expert advice and insights into how to manage business finances effectively.

What's Included:

• 2-Hour QuickBooks Online training session (+ $250 flat fee)
• 1-Hour Quarterly meeting with our expert accountant
• Quarterly Financial Review

Ideal for non-profit or for-profit businesses needing fundamental accounting services to keep their books organized and updated and provide understanding keeping you legally compliant with the IRS.

What's Included:​

• 1-Hour Monthly meeting with our expert accountant
• Bookkeeping Services
  • Posting 2 Bank and/or Credit Card Accounts (Credit & Debits)
  • Reconciling 2 bank accounts
  • Grant Tracking Producing financial reporting
  • P&L Statement
  • Balance Sheet
  • Cash Flow Statements
• Unlimited Email Communication (MAX 24-48 hr response time) and/or telephone calls

Ideal for non-profit or for-profit businesses needing fundamental accounting services to keep their books organized and updated and provide assistance with processing payments.

What's Included:​

• 1-Hour Monthly meeting with our expert accountant
• Bookkeeping Services
  • Posting 3 Bank and/or Credit Card Accounts (Credit & Debits)
  • Reconciling 3 bank accounts
  • Grant Tracking
• Process vendor and contractor payment (Up to 15 at base rate)
• Producing financial reporting
  • P&L Statement
  • Balance Sheet
  • Cash Flow Statements
• Unlimited Email Communication (MAX 24-48 hr response time) and/or telephone calls

Ideal for non-profit or for-profit businesses needing a full service accounting team to keep their books organized and updated and provide insights into opportunities for growth and development.

What's Included:​

• 1-Hour Monthly meeting with our expert accountant
• Bookkeeping Services
  • Posting minimum 4 Bank and/or Credit Card Accounts (Credit & Debits)
  • Reconciling 4 bank accounts Grant Tracking
• Process vendor and contractor payment (Up to 15 at base rate)
• Producing financial reporting
  • P&L Statement
  • Balance Sheet
  • Cash Flow Statements
• Budget Entry in Intuit QuickBooks Online
  
• Unlimited Email Communication (MAX 24-48 hr response time) and/or telephone calls