A great package of new start-ups or smaller low volume transaction companies.
Post accounts Payable Transactions - 75 transaction limit
Post accounts Receivable Transactions - 75 transaction limit
Reconcile one (1) checking account and one (1) credit card statement per month*
Reconciliation report for checking account
Profit and Loss (Income Statement)
Assets and Liabilities (Balance Sheet)
Monthly General Ledger postings (if applicable)
1/2 hour phone support
Turn around time 5-7 business days (not including weekends or holidays)
Plus one-time $47.95 set up fee
*includes up to 100 transactions combined per month for bank statements, credit cards and any other statements for 1 company's set of books. Additional transactions over 100 billed at $1.00 per transaction.
For small businesses with a higher volume of transactions per month
Post Accounts Payable Transactions - 100 transaction limit
Post Accounts Receivable Transactions - 100 transaction limit
Reconcile two (2) bank statements and one (1) credit card statement per month*
Reconciliation report for checking account
Profit and Loss (Income Statement)
Profit and Loss YTD comparison report (Income Statement comparison)
Assets and Liabilities (Balance Sheet)
Cash Flow Statement
1/2 hour phone support
Turn around 7-10 business days (not including weekends or holidays)
Plus one time $47.95 set-up fee
*Includes up to 200 transactions combined per month for bank statements, credit cards and any other statements for 1 company's set of
books. Additional transactions over 200 billed at $1.00 per transaction.
Post Accounts Payable weekly*
Post Accounts Receivable weekly*
Reconcile one (1) bank account or (1) credit card statement per month**
Weekly Profit and Loss (Income Statement)
Assets and Liabilities (Balance Sheet)
Cash Flow Statement
*Includes up to 30 payable and receivable transactions (combined) per week
** Includes up to 20 transactions per week or 100 per month for bank statements credit card or any other statements for 1 company's set
of books.
PLEASE NOTE: PACKAGES ARE ONLY AVAILABLE FOR QUICKBOOKS USERS. MUST HAVE QUICKBOOKS 2019, 2020, 2021, OR 2022; WE NO LONGER SUPPORT QUICKBOOKS 2018 OR OLDER. WE DO NOT CURRENTLY SUPPORT QUICKBOOKS ENTERPRISE OR ON-LINE EDITIONS. WEEKLY PACKAGES NOT AVAILABLE TO MAC USERS. HOURLY RATES FOR ALL SERVICES ARE AVAILABLE UPON REQUEST.