Monthly Maintenance Packages

We’ll help you maintain your bookkeeping monthly so that you always stay organized.

We offer three monthly maintenance packages:

Essential

Freedom

Concierge

Essential

The Essential plan for monthly maintenance:

It includes:

  • Month-end reconciliations

  • Review receivables/payables

  • Review payroll entries

  • Review general ledger to ensure proper coding

  • Extract financial information (For ex: Profit & Loss, Balance Sheet)

Freedom

The Freedom package includes everything in the Essential plan

 

Plus:

  • Maintaining receivables and payables to include...

  • Invoicing/bill pay

                 Issue  credit/ debit notes

  • Posting both receipts & payments with proper coding

  • Code and post to relevant revenue & expense accounts

Concierge

The Concierge package includes everything in the Freedom plan:

 

Plus:

  • Troubleshooting on any bookkeeping software & technology

  • Vendor and customer reconciliations and correspondences

  • Ensure all bookkeeping and accounting functions are fully maintained

  • Reporting, reviewing, and proposing functions to ensure that your business is running smoothly and efficiently

  • Coordinate  tax return preparation and audit for your CPA