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Select from the below services to include in your quote:

Bookkeeping - record and reconcile all your financial transactions into the accounting software.
Accounts Payable - assist you paying and tracking your vendors, affiliates, contractors, etc. payments.
Accounts Receivable - assist you by invoicing customers and tracking sales.
CFO Services - assist you in understanding your numbers, managing your finance & accounting systems and planning your financial outlook.

Bookkeeping Questions

What level of detail would you like to see your revenue line items in your income statement?

Single Revenue Line Item for all Sales

Separate Revenue Line Items by Product or Service Names

Unsure of the option to pick? Go ahead and pick the left option for now.

Bookkeeping Questions

On average, about how many transactions run through your companies credit cards, bank accounts, Paypal etc.?

Accounts Payable

On average, how many vendor payments does your company send each month?

Accounts Receivable

On average, how many invoices does your company send each month?

CFO Services

Select a package based on the comparison table below by clicking on the respective column:

Package	Standard	Premium
Quality control manager of accounting staff (bookkeeper, A/P, A/R)	✔	✔
Administrator of payroll provider	✔	✔
Delivery of QuickBooks to CPA / Tax Accountant	✔	✔
Issue 1099s & 1096s to vendors and IRS	✔	✔
Monthly Financials Analysis Review	✔	✔
Detailed Monthly P&L, Annual Summary P&L, Monthly Summary P&L	✔	✔
Monthly Balance Sheet	✔	✔
On call 24/7 for emergencies	✔	✔
Available for scheduled consulting calls	✔	✔
Bi-Monthly Meetings	✔
Check Your Pulse Report 3rd week of month	✔
Weekly Meetings		✔
Check Your Pulse Report 2nd, 3rd, and 4th weeks of month		✔
Administrator of merchant processors and gateway accounts		✔
KPI Tracking		✔
Annual Budget with Monthly Actual vs Budget P&L Analysis		✔
Systems Creation/Ad Hoc Reporting/Personnel Compensation Planning		✔
Cash Management		✔
Business Modeling		✔
Monthly Service Cost	$1,500	$3,000

Selected Package: $3000 Package

Summary

One-time On-boarding Fees	Amount

Monthly Service Fees	Transactions	Amount

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