Basic Services
Choose a Plan That's Right for Your Business
With our Basic Services package, we’ll provide key services to help you keep business moving along. With this package you’ll get:
EVERY PLAN INCLUDES INITIAL SETUP
- Initial Management Interview
- Assessment of Current Back Office & Accounting Function
- Financial Review And Recommendations
- Onboarding System Integration And Setup
INITIAL SETUP
BASIC
Initial Management Interview
Assessment of current Back Office & Accounting Function
Financial review and recommendations
Onboarding system Integration and setup
VENDORS
BASIC
Set-up New Vendors in Accounting System
Receive bills and Enter into Accounting System for Owner Review
CLIENTS
BASIC
Set-up New Clients in Accounting Systems
Prepare Invoices for Owner Review
Submit Invoices to Clients
ACCOUNTING
BASIC
Manage & Reconcile Bank & Credit Accounts
Income and Expense Allocation
Provide Monthly P&L & Balance Sheet
PAYROLL
BASIC
Review Timesheet Entry & Submit Report
Set-up New Employees in Accounting System
Process Payroll & Payroll Taxes
BUSINESS MANAGEMENT
BASIC
File State & Federal Documents for New Hires
À la carte Consulting Services
Need help with a few special projects? Or want to add a one-time cost to your package?
