In most businesses today, a lot of functions that are repetitive or require specific skills are outsourced to keep things running smoothly and ultimately return ...
= Included = Optional
|Transactions reviewed for proper general ledger coding||Monthly||Weekly||Custom|
|Bank & credit card transactions recorded & coded|
|Bank and credit account reconciliations|
|Management financial statements delivered per schedule|
|Online cloud subscription to QuickBooks or Xero included|
|CPA account manager included|
|Access to Controller / CFO|
|Tax Preparation Services|
|Discounted ERP software if outgrowing QuickBooks or Xero|
|Free implementation services for ERP software *|
|Monthly Transactions Included in plan at no additional costs||100||500||750|
|Bank & Credit accounts reconciliations included in plan||2||4||6|
|All plans can be scaled to meet your specific needs|
* If your company outgrows the included cloud based accounting package, we will provide a basic implementation for one company on Intacct’s Cloud ERP system at no charge.
Requires at least 12 months of consecutive service on one of our accounting plans.
Does not include subscription costs for Intacct and other limitations apply.
Please ask for details.
|Bill Payment Services & Expense Reporting|
|Customer Approvers Included||Custom||Custom|
|Transactions included in plan||Custom||Custom|
|Bills and expense reports paid electronically|
|Payment approval workflow via email, web, or mobile device|
|Bill.com and Expensify License Included|
|Digital images of AP invoices and receipts available online|
|Invoicing & Accounts Receivable|
|Customer payments matched and recorded in system|
|Customer invoices created and emailed to clients|
|Friendly reminders emailed to past due accounts|
|Monthly accounts receivable aging reports included|
|Sales tax reporting and fillings|
|Preparation and processing of your weekly, bi-weekly, or custom payroll runs|
|Payroll properly recorded and coded in accounting system|
|Payroll tax filings and reporting|
|CPA – Controller – CFO Services|
|Tax Planning & Preparation Services|
|Financial Reporting for external parties (banks, creditors, business partners)|
|Audit or Review preparation|