Below, you will find the services available in our basic plan as well as additional services offered.




Basic Service

Our basic services plan includes:

  • monthly software subscription to QuickBooks Online or Xero
  • weekly reconciliation of up to 2 bank accounts
  • recording of up to 75 transactions to match bank feeds
  • preparation of 3 standard financial statements (Balance Sheet, Income Statement, and Statement of Cash Flows)
  • monthly consultation of up to 1 hour

Payment for services are due at the time of signing the Engagement Letter and billed at the beginning of each month.



Add- Ons

  • Initial set-up in accounting software using most recent financial documents
  • Update or clean up
  • Additional transactions (above 75 included in basic option)
  • Additional bank account (above 2 included in basic option)


Above & Beyond

  • Accounts Receivable - invoicing, and management of accounts
  • Accounts Payable/Bill Payment - submitting payment to authorized person
    • Requires documentation of payment approval from financial manager
  • Additional bookkeeping negotiable