The Solopreneur Package

Start up business with minimal activity.

Solopreneur package includes:

• Maintaining 1 business bank account, up to 25 transactions per month, updated weekly
• Review and reconciliation of all balance sheet accounts
• Monthly enhanced financial reports
• Scheduled monthly meetings

The Entrepreneur Package

Small business with a team of 10 or less employees.

Entrepreneur package includes:

• Maintaining business bank and credit card accounts, up to 100 transactions per month, updated weekly
• Payroll entry and reconciliation
• Review and reconciliation of all balance sheet accounts
• Monthly enhanced financial reports
• Scheduled monthly meetings
• Option to add on: Sales tax preparation and filing for additional fee

The Enterprise Package

Established business with bill pay management, client invoicing and budgeting needs.

Enterprise package includes:

• Maintaining business bank and credit card accounts, 100+ transactions per month, updated weekly
• Payroll transmission, entry and reconciliation
• Sales tax preparation and filing
• Review and reconciliation of all balance sheet accounts
• Monthly enhanced financial reports
• Scheduled monthly meetings
• Option to add on: Monthly or weekly client calls
• Option to add on: Bill pay management and accounts payable reconciliation
• Option to add on: Creating invoices and accounts receivable reconciliation

Bring it on Bookkeeping

• Bookkeeping (Monthly Reconciliation + 3 Week Close)
• Monthly Financial Reports Package
• Quarterly insights virtual meeting
• CPA Liaison
• Response time (2 Business Days)
• Access to expert CPA resources for a growing business

Own it! Outsourced Accounting

• Bookkeeping (Weekly Reconciliation + 2 Week Close)
• Monthly Financial Reports Package
• Processing payroll
• Processing bills weekly
• Preparing invoices and following up with customers
• State sales tax preparation and filing
• Monthly insights virtual meeting
• CPA Liaison
• Response Time (1 Business Day)
• Access to expert CPA resources for a growing business
• Standard KPI Dashboard

Confident Controllership Services

• Bookkeeping (Weekly Reconciliation + 1 Week Close)
• Monthly Financial Reports Package
• Processing payroll
• Processing bills weekly
• Preparing invoices and following up with customers
• State sales tax preparation and filing
• Expense Management
• Weekly insights virtual meeting
• Custom KPI Dashboard
• Monthly cash flow planning
• CPA Liaison
• Response Time (Same Day)
• Access to expert CPA resources for a growing business
• Quarterly strategy meetings