Efficiently streamline your financial processes with expert Accounting Software Setup & Training services, tailored to empower small businesses through seamless integration and comprehensive user guidance.
Accounting Software Setup & Training
investment
$199
Basic Package
Financial Data Entry
Bank & Credit Card Reconciliations
Financial Reporting Preparation
Annual Meeting
investment starting at
$299/ month*
Categorize all incoming and outgoing transactions connected to your bank and credit card accounts.
Reconcile all bank and credit card statements every month.
A monthly email will be sent containing your Income Statement, Balance Sheet, and Statement of Cash Flows.
45-minute annual meeting to use at any time during the year
*Package pricing varies based on revenue, number of transactions & and number of bank accounts. The minimum pricing reflected is based on the annual revenue of ~$250k.
Plus Package
Financial Data Entry
Bank & Credit Card Reconciliations
Custom Financial Reporting Preparation
Basic Trend Reporting
Semi-Annual Meeting
investment starting at
$399/ month*
Everything the Basic Package offers and....
This will include up to 1 additional custom financial report at your request.
High level trends analysis of income, expenses and net income in a visual format provided monthly.
45-minute semi-annual meeting to use at any time during the year
*Package pricing varies based on revenue, number of transactions & and number of bank accounts. The minimum pricing reflected is based on the annual revenue of ~$250k.
Premium Package
Financial Data Entry
Bank & Credit Card Reconciliations
Custom Financial Reporting Preparation
Custom Trend Reporting
Tri-Annual Meeting
investment starting at
$499/ month
Everything the Plus Package offers and....
Customized trends analysis to dig deeper into your income and expenses in a visual format provided monthly.
45-minute tri-annual meeting to use at any time during the year
*Package pricing varies based on revenue, number of transactions & and number of bank accounts. The minimum pricing reflected is based on the annual revenue of ~$250k.
Value Added Services
Invoicing Assistance
Recorded Video Insights of Trends
Third Party Account access discounts
Pricing Varies
Invoicing Assistance to help send out invoices to clients
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If utilizing a package with trends analysis, can provide video insights of these trends
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A discount is provided on any package if your bank/credit union/credit card company can add me on as a third party for view only access. This allows quicker reconciliations.
The time is now!
Reach out today, and together, we will embark on a journey to empower your business and achieve its full potential.
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