Our monthly plans

PLATINUM

Starts at $950 per month

  • Chart of accounts categorization
  • Bank transactions classification and reconciliation.
  • Monthly reports package. (Profit & Lost, Balance Sheet and Cash Flow)
  • Customized monthly management reports (Sales, overdue A/R, stock, etc.)
  • Payroll and 1099’s entering.
  • Advance inventory tracking including COGS for manufacturing companies
  • Multiple locations
  • Payroll Taxes filing
  • Sales tax filing
  • Financial reports analysis.
  • OnDemand CFO Services
  • Unlimited email consultations
  • Scheduled phone consultations

ENTERPRISE

Starts at $750 per month

  • Chart of accounts categorization
  • Bank transactions classification and reconciliation.
  • Monthly reports package. (Profit & Lost, Balance Sheet and Cash Flow)
  • Payroll and 1099’s entering.
  • Advance inventory tracking including COGS for manufacturing companies
  • Multiple locations
  • Payroll Taxes filing
  • Sales tax filing
  • Financial reports analysis.
  • Unlimited email consultations

PROFESSIONAL

Starts at $550 per month

  • Chart of accounts categorization
  • Bank transactions classification and reconciliation.
  • Monthly reports package. (Profit & Lost, Balance Sheet and cash flow)
  • Payroll and 1099’s tracking
  • Inventory tracking
  • Unlimited email consultations

ESSENTIALS

Starts at $350 per month

  • Chart of accounts categorization
  • Bank transactions classification and reconciliation.
  • Quarterly reports package. (Profit & Lost & Balance Sheet)
  • Unlimited email consultations

*Prices may vary depending on the workload of each business, transactions, number of bank accounts, credit cards, loans, employees and services provided.  We tailor our offer depending on the needs of each client.

*To get an accurate quote book a free consultation.

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Contact Us

If you have any questions about our professional services, please do not hesitate to contact us.