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 |
|
|---|---|---|---|
| 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 | |||