Partner Packages

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

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

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